Macroeconomics: Economic growth around the world is supporting shipping 19 February 2018 It has been quite some time since macro-economic development has looked this positive and as supportive of shipping. Market analysis Macro
Macroeconomics: Labour market tightens but inflation remains subdued around the globe 29 August 2017 BIMCO reported in our previous macroeconomics report in April 2017 that monthly indicators were showing a strengthening in the global economy. The firm growth dynamics in advanced economies have now, four months later, had a cascade effect on some emerging markets and developing economies (EMDE). This solid growth has sparked an appetite for EMDE assets and indicates that the market expects a pickup. Market analysis Macro
Macro Economics: Shipping is faced with a positive, yet complex and changing macroeconomic landscape 15 June 2015 The global macroeconomic scene has become more volatile, with prominent factors such as oil prices and global currencies causing a commotion. Market analysis Macro 2015
Macroeconomics: Regional and global disputes heighten uncertainty and kill optimism and trade growth 30 August 2018 Starting a trade war is bad for everyone, and shipping is right in the eye of the storm. Adding a new sanctions regime involving the US and Iran is putting another layer of stress on a shipping industry that is struggling to generate profits. Not surprisingly, the IMF’s estimate for world trade volumes was adjusted downwards for both 2018 and 2019 in July. Market analysis Macro
Macroeconomics: Economic growth likely to peak in 2018 30 May 2018 GDP growth and high trade multipliers have benefitted the shipping industry through higher trade volumes, but this could be as good as it gets. Market analysis Macro Container Dry cargo Tanker
Macroeconomics: Adverse trade politics and rising trade barriers are challenging the industry 19 November 2018 The effects of rising barriers to trade, capital flowing out of emerging market economies, and the elevated geopolitical risk are now clear to everyone. Market analysis Macro
Macro Economics: Surprising Europe and Stable China eases the economic uncertainty 5 Sept. 2016 05 September 2016 Finally, we can conclude that a one-sided focus on monetary expansion handled by central banks is not enough anymore. Market analysis Macro
Macro Economics: Continuing low GDP growth reduces output, demand and investments 06 May 2016 On 12 April 2016, the International Monetary Fund (IMF) released its updated World Economic Outlook stating that future economic prospects are now so poor that an immediate, proactive response is called for. Market analysis Macro
Macro Economics: Uncertainty in Asia echoes around the world 22 January 2016 2016 continues where 2015 ended, with all eyes on China. This is mainly because of uncertainty surrounding the development of the world’s second-largest economy. When the first day of the Shanghai Stock Exchange of 2016 closed prematurely, the trading results echoed around the world. It warned us that we are in for a rough ride in 2016. Market analysis Macro 2016
Macro Economics - global economy is expanding, but some regions fall behind 12 February 2013 The global economy remains on the expansionary track at the start of 2013. The positive development is underpinned by rising global employment, a faster new order inflow and a higher output of services and manufactured goods. Market analysis Macro
