Notes 25/01

Week4

Η αντίδραση των αγορών μετά την ορκωμοσία Τραμπ - Η φετινή πορεία χρυσού και πετρελαίου

Bridgewater's Ray Dalio: The applications of AI are under-discounted

Future of International Freight Forwarding is Transformation

ΟΛΘ: Στην Αθήνα ο Κύριλλος, στο ταμπλό η «μάχη»

Spot rates still tumbling, with worse to come if carriers return to Suez

Container lines still ordering more ships, despite falling spot rates

Liner schedule reliability worsened in a Q4 'rife with challenges'

US jobless claims edged higher last week but remain low, suggesting that hiring will remain robust for the near term

Trump expresses reluctance to impose new tariffs on China exports.

BlackRock chief Larry Fink says Treasury yields could surge to the highest level in over two decades due to inflation.

Eurozone business activity rebounded in January, posting the first month of expansion since August, according to the Eurozone Composite PMI Output Index, a survey-based GDP proxy.

UBS global equity strategist Andrew Garthwaite advises that six of seven bubble conditions are flashing for the US stock market.

The US 10-year Treasury yield continues to trade moderately below recent peak of roughly 4.80%. The market is focused on incoming updates on “sticky” inflation and President Trump’s plans for tariffs, which some economists say will be inflationary.

Trump highlights new joint venture investing up to $500 billion in AI, funded by a new partnership with OpenAI, Oracle and SoftBank.

Capes carrying more bauxite than coal for the first time