Commodities, Business & Shipping

Report on China's Targeting of the Maritime, Logistics & Shipbuilding Sectors for Dominance​

January 21, 2025

China's Maritime Playbook "Unreasonable"

In this episode, Sal Mercogliano—a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the findings from the Office of the Trade Representative Report on China's Targeting of the Maritime, Logistics, and Shipbuilding Sectors for Dominance.

16:13

USTR Investigation Finds China’s Maritime Playbook ‘Unreasonable’ as U.S. Shipbuilding Hits Historic Low https://gcaptain.com/ustr-investigati...
Report: US to Declare China’s Use of Unfair Trade Practices in Shipbuilding https://maritime-executive.com/articl...

Link to report:

The soybean market might have raised its floor | Weekly Commodity Market Update

S&P 500 and Nasdaq futures rise, Netflix pops after earnings beat: Live updates​

S&P 500 and Nasdaq-100 futures rose Wednesday, led by early gains in Netflix, after the streaming giant posted blockbuster quarterly results.

Futures contracts tied to the broad market index advanced 0.4%, while those associated with the Nasdaq-100 jumped 0.8%. Dow Jones Industrial Average futures gained 61 points, or 0.1%.

Netflix shares soared more than 14% after the company surpassed 300 million paid memberships. It’s fourth-quarter earnings and revenue also topped analyst expectations. The streamer’s results got a boost from hit series “Squid Game” and live sporting events such as the Jake Paul and Mike Tyson boxing match.

I don't normally post Snyder's vids, but I thought this one is pretty good. Talks about the Baltic Dry, supply chain, trade and more.

The Real Economic Effects of Trump’s Policies: A Deep Dive​

Jan 21, 2025

Tariffs on Mexico and Canada begin on February 1, or do they? Whether President Trump is merely posturing or not, the threat is real and the situation globally they would be starting from makes for a difficult mix. That's why the dollar is rising, rates are falling, and real economy variables are already experiencing significant pressure.

17:55

Wall Street Breakfast Podcast: Netflix Bills Climb, Shares Rise​

Summary​

• Netflix's fourth-quarter earnings exceeded expectations, with record user growth and increased subscription prices, alongside expanded buyback plans.
• Space stocks surged as bullish sentiment grew following Trump's pro-space policies and the nomination of Jared Isaacman.
• Google invests significantly in Anthropic, boosting its AI sector presence and competing with OpenAI.

More:

Morning Bid: Trump switches to AI as tariffs lurk, Netflix soars

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

Retaining a persistent, if uncertain, threat of new tariffs, U.S. President Donald Trump quickly switched his attention to technology and artificial intelligence this week - exciting the red-hot sector that's about to report its latest earnings round.

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