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Maersk Lifts Outlook As Wall Street Questions Whether Freight Tailwinds Can Last
Maersk Lifts Outlook As Wall Street Questions Whether Freight Tailwinds Can Last
A.P. Moller-Maersk shares rose in Copenhagen trading after the world's second-largest container carrier surprised analysts by raising its full-year profit outlook, citing stronger-than-expected containerized demand, particularly across Asia. The upbeat guidance suggests the global container market has remained resilient despite earlier Hormuz-related chokepoint disruptions, with global shipping demand holding.
The Danish shipping and logistics giant now expects global container volumes to grow about 4% this year, up from its prior forecast of 2% to 4%. It also lifted guidance...
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Jun 19, 2026 / Jason Ditz
Lebanon-Israel Ceasefire Reported After at Least 21 Killed, 39 Wounded in Israeli Strikes
This is a rapidly changing story. For the most up-to-date information, readers may wish to consult al-Jazeera’s Liveblog Reports Friday afternoon from senior US officials claim that a ceasefire between Israel and Hezbollah has been agreed upon. The deal was brokered with the help of Qatar, and was scheduled to begin at 4 p.m. local […]
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Mar 26, 2026 / Tyler Durden
One Day Until Trump's Self‑Imposed 5-Day Deadline On Iran But Markets Appear Increasingly Numb
One Day Until Trump's Self‑Imposed 5-Day Deadline On Iran But Markets Appear Increasingly Numb
By Molly Schwartz, Cross Asset Macro Strategist at Rabobank
More persistent inflation
Yesterday, Iran rejected the US-proposed 15-point plan, instead laying out its own conditions in a 5-point plan;
(1) halt the killing of Iranian officials;
(2) means to make sure no other war is wage against it;
(3) reparations for the war;
(4) an end to all hostilities; and
(5) Iran’s “exercise of sovereignty over the Strait of Hormuz.”
The probability that Washington would accept these terms in...
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Mar 25, 2026 / Tyler Durden
"Buy The Dip" Is Dead: Retail Sells Today's Market Bounce, 2nd Time This Week; Sells Nvidia
"Buy The Dip" Is Dead: Retail Sells Today's Market Bounce, 2nd Time This Week; Sells Nvidia
Two weeks ago we warned that the BTFD trade - that staple of every market dip in the past 3 years - appeared to be fading rapidly, as retail investors were demonstrating "persistent signs of weakness" following the start of the Iran conflict with weekly purchases decelerating by ~30% after defying seasonal patterns and making February their 3rd largest month on record; additionally, that Monday marked the largest retail net-selling day in single stocks in...
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