The entire month of May last year they imported 345k containers.
The first 3 weeks of May 2025 they're projecting 207k containers. If the 4th week is the same as the 3rd, then that is ~260k containers for May or a ~25% drop.
The entire month of May last year they imported 345k containers.
The first 3 weeks of May 2025 they're projecting 207k containers. If the 4th week is the same as the 3rd, then that is ~260k containers for May or a ~25% drop.
1.) This week we're still in frontrunning mode (57%+ YoY).
2.) Next week we're basically at normal (-8% YoY).
3.) Two weeks from now we're in The Bad Place (-44% YoY)
1.) This week we're still in frontrunning mode (57%+ YoY).
2.) Next week we're basically at normal (-8% YoY).
3.) Two weeks from now we're in The Bad Place (-44% YoY)
Yields are going up which means bond prices are going down.
Fewer buyers of the world’s safest asset.
Normally when the economy slows, there’s a flight to safety, not away from it.
Means the world may be abandoning America.
We are flirting with a true crisis.
Yields are going up which means bond prices are going down.
Fewer buyers of the world’s safest asset.
Normally when the economy slows, there’s a flight to safety, not away from it.
Means the world may be abandoning America.
We are flirting with a true crisis.
Sigh . . .
Sigh . . .
He loves it. It makes him feel powerful.
He loves it. It makes him feel powerful.