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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services
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Global events shaping the commodities markets
Manage episode 479933779 series 3647557
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Markets this week have been shaped by a volley of global events, each leaving its mark on commodities and freight. We’ve seen flat performances across dry freight indexes, despite slight gains in Capesize and Panamax sectors, and a muted Supramax uptick offset by minor losses in Handys.
Oil and equity markets? Responding to political developments, most notably in the US, as tariffs and policy uncertainty weigh on sentiment.
If you’re following the impact of US and Canadian politics on trade, this episode provides a timely overview.
Chris Hudson joins me, Davide, to break down the effects of Trump’s executive orders and tariffs on North America’s cross-border commodity trade, alongside the newly-elected Prime Minister Carney’s reaction in Canada.
We flag the difficulties market participants are facing as they try to adapt to “wait and see” conditions, with S&P volatility, shifting border policy, and tariff unpredictability creating new risks.
The episode also explores the knock-on effects for currencies and global commodity pricing, tracking the Fed’s interest rate stance and its implications for everything priced in dollars.
You'll get a first-hand view on how global supply chains are being tested by changing political rhetoric, and what this means for iron ore, coking coal, and dry freight trends moving into May.
Timestamps
00:00 Market Volatility Amid News Overload
03:36 U.S. Politics: Executive Orders & Market Trends
08:24 Trump Era Politics & Economic Insights
09:54 Trump Criticises Powell on Rates
14:41 Uncertainty in Economic Forecasting
16:49 Decarbonisation Challenges and Economic Priorities
21:46 US Tariff Easing Boosts Markets
24:14 Australian Coking Coal Market Rebounds
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