Baltic Dry Index, commodities & inflation
Has the Baltic Dry Index (BDI) lost its 6 year correlation to commodities and inflation expectations? It would appear so, the Baltic Dry Index (weekly, linear scale chart) is in…
Has the Baltic Dry Index (BDI) lost its 6 year correlation to commodities and inflation expectations? It would appear so, the Baltic Dry Index (weekly, linear scale chart) is in…
Global shipping prices are dropping while commodities and inflation expectations remain aloft When viewed in the context of history, it's not something that makes sense right now. Global shipping costs…
Baltic Dry Index (BDI) continues to flash negative As FOMC and related noise fade away we are left as we were before the negative market action that attended the event…
An NFTRH subscriber kindly sent me this article on surging global shipping costs. Shipping’s great fuel switch is starting to drive up freight costs For reference, here's the NFTRH chart…
The Baltic Dry Index of global shipping costs has been on a tear. Where once it had been getting a lot of cross-talk due to the trade war, my view…
We follow this one each week in NFTRH's Global Market Internals segment. When I was noting the curious positive price divergence (most recent spike) by this shipping cost index to…
My resident chart maniac, subscriber Joe, sent a chart of an international container shipping company with a hell of an interesting daily chart pattern (I am going to consider it…