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Talking point / opinion piece.

splash247.com

Trump’s plans and what we can do to secure supply - Splash247

Wolfgang Lehmacher delves into the expected changes, their potential impacts, and strategies businesses can adopt to navigate Trump 2.0. The political landscape is shifting with Donald Trump’s recent election, which could significantly change trade flows and disrupt global supply chains. The...
splash247.com splash247.com
 
Fearnleys Week 50

www.drewry.co.uk

World Container Index - 20 Feb

20 Feb 2025: Drewry’s World Container Index decreased 10% to $2,795 per 40ft container this week.
www.drewry.co.uk www.drewry.co.uk

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

Baltic Dry decreased 56 points or 5.62% 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 February of 2025.
tradingeconomics.com tradingeconomics.com
 
Not much to see, better off to listen in one tab, play around the forum in a different tab.

Oystein Kalleklev | Avance Gas, Flex LNG, Shipping Investing 2025, Dark Fleet, Energy Markets, Books​

Dec 11, 2024 Vonheim Podcast

Oystein Kalleklev is the CEO of Flex LNG and Avance Gas, and comes back for a Flexmas Special to cover shipping, investing and other stories. Let us know what you think of the episode and share it with friends and network!


55:55

00:00 - Avance Gas
12:10 - Flex LNG And LNG Markets Ahead
24:10 - How To Finance Shipping, and Debt Structures
32:20 - The Dark Fleet In Shipping
37:00 - Qatar Energy and EU regulations
39:15 - Shipping Investing In 2025
45:30 - How To Get Things Done and Houston!
48:08 - Impressive Shipping Companies In 2024 (Belships, 2020 Bulkers, DHT)
49:10 - Merch and Books Recommendations


 

Dow slides for a seventh straight day for longest losing streak since 2020: Live updates​

The Dow Jones Industrial Average fell for a seventh session on Friday, posting its longest run of losses since 2020.

The blue-chip index lost 86.06 points, or 0.2%, to close at 43,828.06. The Nasdaq Composite gained 0.12% to 19,926.72. The S&P 500 ended the session little changed, closing at 6,051.09.

For the week, the Dow posted a 1.8% decline, while the S&P 500 slid about 0.6% and ended a three-week winning streak. The Nasdaq rose 0.3% during the period.

More:

 

USDA drastically lowers 2025 beef production | Weekly Livestock Market Update​

Dec 13, 2024 #agriculture #news #markets

Brownfield's Meghan Grebner and livestock economist Scott Brown talk about the USDA lowering their 2025 beef production estimates in this episode of Weekly Livestock Market Update.
You can read more including a time stamp blow the vid on youtube.


20:54
 

Philly imports more fresh fruit than any other port and it wants to keep it that way​

Most of Philadelphia's biggest industries are highly visible: office towers in Center City announce the presence of telecom giant Comcast and an array of professional services. Educational and medical institutions' campuses are hard to miss.

Tucked away along facilities on the Delaware River, and out of view for much of the public, is another big economic driver: the Port of Philadelphia. The seaport has long connected the region to international trade, and in the last 50 years developed a niche as the top U.S. port for imported fruit. Last year, the port accounted for 20% of all imported fruit in the country, according to S&P Global data.

Of the 22.8 billion pounds of fresh fruit brought to the U.S. last year, Philadelphia imported the most — bringing in more grapes, citrus, berries, apples, pears, and stone fruit like cherries and peaches than any other American port.

5.1 billion pounds of fresh fruit was brought to Philly on cargo ships that made 3,404 international trips in 2023. That’s equivalent to six Empire State Buildings’ worth of fruit.

Container ships brought an average of 10 million pounds of fruit each day last year. That’s equivalent to 250 Humpback whales.

More:

https://www.msn.com/en-us/money/oth...S&cvid=bc73935b703444eeb320d4d7df943138&ei=28
 

Stock futures rise slightly as Wall Street gets ready for Fed meeting this week: Live updates​

Stock futures rose slightly on Monday, with the Dow Jones Industrial Average riding a seven-day losing streak into a week highlighted by a key central bank meeting.

Futures tied to the Dow ticked up 52 points, or about 0.1%. S&P 500 futures were also up 0.2%. Nasdaq 100 futures climbed 0.3%.

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Seeing both consumer traffic and spending come back to restaurants: Savory co-founder Andrew Smith​

Dec 16, 2024

Andrew Smith, Savory co-founder, joins 'Squawk Box' to discuss the restaurant industry landscape, impact of inflation, state of the consumer, and more.


6:18
 
In this one Mario talks about Silver but he also is a bit all over the place, so I figured this thread is the perfect spot to post it. Not a lot to see, can listen in one tab, play around the forum in a different tab. 21 mins long.

2025 Will Be the Year Silver Begins to Take Off and Overtake Gold.​

Currencies, They Are All Sinking! (2007 ARTICLE): https://www.marketoracle.co.uk/articl...

 

Dow futures fall 100 points after index notches longest losing streak since 2018: Live updates​

Stock futures fell Tuesday after the Dow Jones Industrial Average registered its longest losing streak since 2018.

Futures tied to the Dow fell 170 points, or 0.4%. S&P 500 futures edged 0.3% lower, while Nasdaq-100 futures ticked down 0.2%.

The moves followed a mixed session on Wall Street. The Dow dipped 0.25%, or nearly 111 points, falling for an eighth straight day for the first time since June 2018. The Nasdaq Composite gained 1.2% and hit a fresh record, while the S&P 500 edged up nearly 0.4%.

More:

 

USDA makes sizable adjustments in recent supply and demand update | Weekly Commodity Market Update​

Dec 17, 2024 #usda #supplyanddemand #agriculture

This week Will and Ben review USDA's December WASDE numbers and look ahead to the Federal Reserve's meeting this week.
You can read more including a time stamp below the vid on youtube.


10:01
 
splash247.com

Splash Annual Review: The path of resistance - Splash247

To be a dry bulk analyst for most of the past three decades has in effect meant being a China watcher. Similarly, being a shipping reporter in the 2020s increasingly equates to being a very close follower of geopolitics. This year has been hugely turbulent for the world, and its trading routes...
splash247.com splash247.com
 

Wall Street Breakfast Podcast: Merger Buzz Powers Nissan, Honda​

  • Nissan shares surged on reported merger talks with Honda. Along with Mitsubishi, a deal could create the world's third-largest auto group, aiming to compete with EV giants.
  • Spirit Airlines' shareholders face total loss as the company negotiates debt-for-equity swap; rival airlines like Frontier and JetBlue see share gains.
  • Subway finalizes a 10-year deal with PepsiCo, overcoming franchisee opposition, to offer Pepsi beverages and Frito-Lay snacks in 20,000 restaurants.
 

Dow drops 1,000 points as Fed rate outlook disappoints, heads for first 10-day losing streak since ’74: Live updates​

The Dow Jones Industrial Average sank deeper into the history books on Wednesday, with the storied index on track for its 10th straight losing day following a disappointing rate outlook by the Federal Reserve.

The Dow lost 1077 points, or 2.5%, its biggest loss since August and on track for its worst losing streak since an 11-day slide in 1974. The 30-stock average posted a nine-day losing streak on Tuesday, its longest since 1978. The S&P 500 lost 2.4% and the Nasdaq Composite shed nearly 3% with losses intensifying into the close.

The central bank reduced its overnight borrowing rate by a quarter point to a target range of 4.25% to 4.5%, as expected. However, the Fed indicated Wednesday afternoon it would only cut rates twice in 2025, fewer than the four cuts given in its last forecast. Fed Chair Jerome Powell said the central bank’s move to cut rates in recent months allows it to “be more cautious as we consider more adjustments to our policy rate.”

More:

 
CLS Markets Report Week 51 (registration is free)

Fearnleys Week 51

www.drewry.co.uk

World Container Index - 20 Feb

20 Feb 2025: Drewry’s World Container Index decreased 10% to $2,795 per 40ft container this week.
www.drewry.co.uk www.drewry.co.uk

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

Baltic Dry decreased 56 points or 5.62% 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 February of 2025.
tradingeconomics.com tradingeconomics.com
 

Stock futures fall, Dow heads for worst week since 2023 key inflation reading looms: Live updates​

U.S. stock futures fell on Friday with the big selling returning to Wall Street after a one-day respite. The latest reading of the Federal Reserve’s favorite inflation gauge was due Friday morning.

Futures tied to the Dow Jones Industrial Average lost 183 points, or about 0.4%. S&P 500 futures shed around 0.8%. Nasdaq 100 futures dropped 1.4 with tech shares in the premarket seeing the biggest declines.

Shares of Tesla, a big winner of 2024 and in the post-election run, was off by 5% in premarket trading. Nvidia, the start of the bull market, fell 3%. Palantir and Dell shares were also lower.

More:

 

Morning Bid: Government shutdown and tariff fears jar year-end markets​

December 20, 2024 6:04 AM EST

A look at the day ahead in U.S. and global markets from Mike Dolan

U.S. government shutdown fears and fresh trade war threats cast another cloud over Wall Street as a bruising final full trading week of the year comes to a close and dampens what had been a stellar year for U.S. stocks.

Already sideswiped by what was seen as a 'hawkish cut' in Federal Reserve interest rates on Wednesday, where the central bank lifted both its 2025 policy rate and inflation projections, the S&P 500 (.SPX), opens new tab was in the red again late Thursday and futures were down almost 1% before Friday's bell.

More:

 
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