top of page
Search


A Rum Bunch (Macro Macchiato 04/11/19)
They are a rum bunch, the English. Take this week’s festivities for instance. The English will set off fireworks to commemorate the...
Mark Williams
Nov 4, 20194 min read
64 views
0 comments


A Flash in the Pan? (Macro Macchiato 29/10/19)
Earlier this month I gave a presentation to an invited audience of oil tanker owners. This in itself is not unusual. What was unusual on...
Mark Williams
Oct 29, 20194 min read
76 views
0 comments


Guardians of the Seas? (Macro Macchiato 21/10/19)
It was clear from the great majority of delegates to Cyprus Maritime 2019 that the shipping industry is serious about cleaning up its act....
Mark Williams
Oct 21, 20194 min read
109 views
0 comments


Tanker Markets Go Bananas: Can It Last? (Macro Macchiato)
Last week, before I went to Cyprus Maritime 2019, I opined in Macro Macchiato that, “with so much macro-economic confusion, predicting...

Mark Williams
Oct 14, 20195 min read
204 views
0 comments


Better days ahead for shipping?
Greetings from Cyprus, where today I am moderating a panel session entitled, Are Brighter Days Ahead for Shipping? As any market analyst...
Mark Williams
Oct 7, 20193 min read
33 views
0 comments


Is this how sanctions are supposed to work? (Macro Macchiato 30/09/19)
Look Mum, we’re in the papers! It isn’t often that shipping finds its way onto the pages of the mainstream press. Usually it’s because of...
Mark Williams
Sep 30, 20193 min read
45 views
0 comments


Is the Climate Change Climate Changing? (Macro Macchiato 23/09/19)
On Sunday, to mark the UN Climate Summit in New York, the World Meteorological Organisation published new data showing 2014-19 to be the...
Mark Williams
Sep 23, 20194 min read
99 views
0 comments


Between Abqaiq and a Hard Place (Macro Macchiato 16/09/19)
However many billions the Saudis have spent on defence, it wasn’t enough to prevent the weekend attacks on Abqaiq. Half of Saudi oil...
Mark Williams
Sep 16, 20194 min read
184 views
0 comments


Macro Macchiato 09/09/19: London International Shipping Week
Macro data are looking a bit wobbly this week. What will that do to shipping markets? US jobs data for August were released on Friday. A...
Mark Williams
Sep 9, 20194 min read
75 views
0 comments


Back to school nerves? - Macro Macchiato 02/09/19
Readers with children will know the feeling. Others will remember the feeling. It’s that mixture of anticipation, pride and excitement...
Mark Williams
Sep 2, 20193 min read
47 views
0 comments


Summer holiday reading for our 'fermeture annuelle'
The IMF released its update to the April World Economic Outlook last week. Here are some edited highlights: Global growth is forecast at...
Mark Williams
Jul 29, 20194 min read
43 views
0 comments


ASEAN and China grow closer on trade - Macro Macchiato 22/07/19
The American president’s trade war with China is beginning to have clear benefits for America’s competitors in the Far East. China has...
Mark Williams
Jul 22, 20193 min read
41 views
0 comments


Summertime Blues or Take the Red Pill? (Macro Macchiato 15/07/19)
Wall Street enters its thundery summer earnings season this week in a stormy emotional state. More S&P 500 companies have issued negative...
Mark Williams
Jul 15, 20193 min read
33 views
0 comments


Capesize Joy: As Usual, It's Because of China
It has been a funny old year in the bulk carrier market. The first quarter was dismal. The Baltic Dry Index ended Q1 at around 700 points....
Mark Williams
Jul 8, 20193 min read
107 views
0 comments


Five kinds of risk: plus ça change, plus c’est la même chose
It’s Marine Money week in New York City. In a year in which capital raising has fallen in most industries, largely because of...
Mark Williams
Jun 17, 20193 min read
39 views
0 comments


What effect are the US-China trade wars having? (Macro Macchiato 10/06/19
We’re told by Those Who Know that the US-China trade wars are cutting global trade and economic growth. We should be Very Afraid. GDP...
Mark Williams
Jun 10, 20194 min read
42 views
0 comments


If you’re going to occupy the moral high ground, you’d better make sure your boots are clean. (Macro
If you’re going to occupy the moral high ground, you’d better make sure your boots are clean. My Sunday evening reading included this...

Mark Williams
Jun 3, 20195 min read
45 views
0 comments


Steel Markets and the Global Economy
British Steel is in the hands of receivers (again). This once mighty producer can still be viewed as a canary in the coal mine,...
Mark Williams
May 27, 20193 min read
37 views
0 comments


Indian Elections Cannot Disguise Economic Worries
India’s general election has taken place in seven phases over the last several weeks, making it the biggest exercise in democracy in...
Mark Williams
May 20, 20193 min read
25 views
0 comments


Sustainable Shipping, and Supposing in the Straits
I’ve attended several conferences so far this year that address issues around ‘sustainable’ shipping. Before I go any further, it might...

Mark Williams
May 13, 20193 min read
11 views
0 comments
bottom of page