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Trump Trade Policies in disarray
The US Court of International trade has ruled that the Trump Administration’s trade tariffs, both reciprocal and fentanyl, are illegal. The US Court of International Trade says Trump overstepped his authority - using a 1977 federal economic emergency law. The law does not …
Port of Los Angeles Data for Container Ship Arrivals up to June 14
The Port of Los Angeles Data as of May 26 for the period to June 14 shows some recovery of inbound container verssels to +/- 100,000 TEU per week. This level remains well below the same period in the previous year. Evidence of a surge in shipments from China is absent.
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US Treasury International Capital Data for March - Too early to say!
Short US$ is a core position in the Wealth Preservation Portfolio. Investment flows in and out of the US$ need to be monitored. The TICS data for the month of March do not provide any indication of substantial outflows happening. But that could only be expected after April …
Port of Los Angeles Container Data Bookings May 18 to June 7
The Port of LA accounts for 40% of all ship board container traffic into the US. About 50% of its inward shipments are from China. So its a good indicator. The port is showing year on year falls in total inward container shipments between May 25 and June 07 of between 1…
Update: US Import Surge? Port of Los Angeles Update May 15, 2025 - No surge yet!
Port of Los Angeles in-bound container traffic forecast for next three weeks. The forward booking for container traffic (in TEU) until May 31 does not yet show a surge in US imports. The data through May 31 (week 22) are shown in the graphic updated on May 15, 202…
Port of los angeles data for next three weeks. Issued on 05.11.2025
Port of los Angeles data for next three weeks: inward Container Ship Traffic. Issued on 05.11.2025 The big recovery in weeks out has gone. We are looking at a 20% to 25% decline in container ship arrivals. That equates to a “stop” of Chinese inward container traffic to LA…
China Spokesperson Statement on US Tariff Talks
China Spokesperson Statement on US Tariff Talks This is the statement (translated) this morning" “China has noted the repeated statements from senior US officials expressing a willingness to negotiate with China on tariff issues. At the same time, the US side has r…
Russia - Ukraine War - Update 3 - The European & UKrainian Agreed Ceasefire Proposal
Below is the content of joint European & Ukrainian Ceasefire Proposal finalised in London this week. It was given to the US side before Witkoff's visit to Putin. We shall see what comes out of that. The relevance to investors is this. US objectives diverge inceasi…
Ukraine - Russia: ceasefire deal update 2
Ukraine. Rubio and Witkoff will not attend talks in London after Ukraine rejects parts of the Ceasefire Proposal (giving Crimea to Russia). Ex General Kellog will go instead. Putin will be delighted. Zelensky can now be framed as the reason why the Cease Fire P…
Update to The Truce Proposal Report (Tuesday, April 22, 2025)
The Truce Proposal Update. British newspaper (FT) article claims Putin ready to agree a ceasefire based on actual front lines and abandon precondition that the unoccupied remainder of the so-called (Witkoff) five Ukrainian provinces be handed over to Russia in advance o…