Commodities, Business & Shipping (and Tariffs)

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Some interesting stuff in this one (imo.) Nothing to see, can listen in one tab, play around the forum in a different tab.

Shocking Truths Investors Are Ignoring (At Their Own Risk!) | Macro Mashup Podcast​

Feb 25, 2025
Today on MacroMashup, we have the privilege of speaking to Global Forecaster and polymath David Murrin.

28:45
 

Stock futures edge down after major averages book two straight winning days: Live updates​

Stock futures edged down early Tuesday following two consecutive winning sessions that offered a reprieve from the market’s recent sell-off.

Dow Jones Industrial Average futures fell 109 points, or 0.3%. S&P 500 futures dipped 0.3% ,while Nasdaq 100 futures lost 0.4%.

Those moves follow a second-straight winning session on Wall Street. That marks a turn after several tough weeks on Wall Street as some soft economic data and President Donald Trump’s on-again-off-again tariff policy left investors wary of the U.S.′ financial health.

More:

 

Dow slides 400 points, S&P 500 fights to stay out of correction territory: Live updates​

Stocks pulled back Tuesday as a sell-off that has engulfed Wall Street in recent weeks resumed after two straight winning sessions.

The Dow Jones Industrial Average lost 416 points, or 1%. The S&P 500 shed 1.3%, nearing correction territory; it traded 8.8% below its record. The Nasdaq Composite dropped 1.8%.

Tesla, one of the stocks hardest hit during the market’s recent correction, was down yet again on Tuesday. The stock fell almost 5% after RBC Capital Markets lowered its price target on the electric vehicle name, citing rising competition in the EV space. It’s declined about 36% over the past month.

More:

 

Stock futures edge higher as traders await Federal Reserve’s rate decision: Live updates​

Stock futures rose Wednesday as the Federal Reserve’s interest rate decision looms.

Futures tied to the Dow Jones Industrial Average climbed 53 points, or 0.1%. S&P 500 futures and Nasdaq-100 futures advanced 0.3% each.

The Fed is scheduled to deliver its latest policy decision at 2 p.m. ET.

Though the Fed is widely expected to maintain a steady hand on interest rates, traders are keeping a close eye on the central bank’s forecast for rate policy. Central bankers will be sharing their quarterly updates on rate expectations, as well as their outlook for gross domestic product, inflation and unemployment. Those insights arrive at a time when traders are shaky on what’s ahead for the U.S. economy and the impact on markets.

More:

 

China markets are set to outperform Wall Street as U.S. exceptionalism comes to a pause​

  • A rally in Chinese stocks since the start of the year is prompting investors to predict that mainland shares will outperform their American peers.
  • Valuations in China look attractive while concerns are growing about the state of the U.S. economy, analysts said.
  • The contrasting fortunes mark a swift turnaround from just a few months ago when many investors believed the U.S. was uniquely positioned to weather economic and political storms buffeting other countries.
A rally in Chinese stocks since the start of the year is prompting investors to predict that mainland shares will outperform their American peers in a sign that attractive valuations are trumping the idea of American exceptionalism.

Last week, the S&P 500 slipped into correction territory for the first time since 2023. In contrast, the MSCI China index has gained 19% since the start of the year, to Mar. 9, according to Goldman Sachs, marking its best start to a year in history.

More:

https://www.msn.com/en-us/money/mar...S&cvid=f68c96bfedc24c9f9883ea7a55d67a35&ei=74
 

When being rational is irrational - Splash247

Risk management is key to survival once the lunatics have taken over the market, writes Pierre Aury. Two ships for one cargo and freight is going through the floor. Two cargoes for one ship and freight is going through the roof. Spot shipping is simply supply and demand, stupid. The next...
splash247.com
 

Trump signs order on critical mineral production​

President Trump on Thursday signed an executive order intended to boost production of critical minerals in the United States and confirmed a deal to gain access to minerals in Ukraine was still on track.

Trump signed the order behind closed doors at the White House. A spokesperson said the order would streamline permitting to allow for increased mining of the minerals. Full text of the order was not immediately available.

More:

https://www.msn.com/en-us/news/poli...S&cvid=8ffa3f61e1c645f9b0384564b550f0b4&ei=17
 

Russia and US to Discuss Black Sea Shipping on Monday

Russian and U.S. experts will discuss ways to ensure the safety of shipping in the Black Sea at talks on a possible Ukrainian peace settlement in Riyadh on Monday, the Kremlin said.
gcaptain.com

Lloyd’s Register Abandoning Modern HQ for Historic Homecoming

Lloyd’s Register, the maritime society formed in a London coffee house in 1760, has put its modern glass headquarters up for sale as it prepares to move back into the property built to house it more than a century ago.
gcaptain.com
 

World Container Index - 27 March

27 March 2025: Drewry’s World Container Index decreased 4% to $2,168 per 40ft container this week.
www.drewry.co.uk

Baltic Exchange Dry Index - Price - Chart - Historical Data - News

Baltic Dry increased 624 points or 62.59% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Baltic Exchange Dry Index - values, historical data, forecasts and news - updated on March of 2025.
tradingeconomics.com
 

Podcast: The State Of It

In the first episode of Season 5, David and Horatio talk about the current state of the world during a tough and confusing time where much too much is going on. Get a better understanding of what's really happening in the world. We cover Trump, Tariffs, Greenland, the Gulf of Mexico, Israel and...
www.davidmurrin.co.uk
 
President Trump says reciprocal tariffs will kick in on April 2, meaning the U.S. will match the higher tariff rates other countries impose on the U.S. Trump is banking on the scale of these reciprocal tariffs to reduce the U.S. trade deficit, but many economists worry the slew of tariffs will worsen inflation and lead the U.S. economy into a recession.
WSJ explains why economists believe this strategy will end up hurting U.S. consumers.

Why Trump’s Tariff Plan Is Getting Riskier, According to Economists |
 

Paying For Trump's Sovereign Wealth Fund: Social Security, Treasuries, Gold or Land?​

Mar 21, 2025 #jenniferlammer #bondbeginners #bondmasters

Will Social Security, Treasuries, gold or land be used to fund President Trump's US Sovereign Wealth Fund proposal? What's the purpose & could it really happen? Plus, why did former President Biden also want one?

18:30

SOURCES:

https://www.nytimes.com/2024/09/10/us/politics/us-sovereign-wealth-fund.html?searchResultPosition=3
https://www.americanprogress.org/article/trump-quietly-plans-to-liquidate-public-lands-to-finance-his-sovereign-wealth-fund/
https://www.cato.org/blog/us-sovereign-wealth-fund-bad-idea?gad_source=1&gclid=Cj0KCQjw1um-BhDtARIsABjU5x5-zAoJIYqYkGhHSojgY5pdIABjDOK0xVrWjEqFG-U2pi3xvSnciYcaAgLEEALw_wcB
https://www.swfinstitute.org/fund-rankings/sovereign-wealth-fund
https://apfc.org/
https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-orders-plan-for-a-united-states-sovereign-wealth-fund/
https://fiscaldata.treasury.gov/americas-finance-guide/national-debt/
https://www.wsj.com/politics/policy/biden-and-trump-are-both-eyeing-a-sovereign-wealth-fund-why-5ac8ea08
https://www.cato.org/blog/us-sovereign-wealth-fund-bad-idea?gad_source=1&gclid=Cj0KCQjw1um-BhDtARIsABjU5x5-zAoJIYqYkGhHSojgY5pdIABjDOK0xVrWjEqFG-U2pi3xvSnciYcaAgLEEALw_wcB
https://www.bloomberg.com/opinion/articles/2025-03-17/selling-the-family-silver-american-style?srnd=undefined
https://www.wsj.com/politics/policy/sovereign-wealth-fund-trump-executive-order-2ee5088f
 
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