17 Jan 2024
Container transportation costs have indeed doubled over the past 6 weeks but it is important to see the full picture. Relative to the pandemic peaks, transportation prices are still 75% lower...
Source: Bastion notes, Oxford Economics
16 Jan 2024
44% of office loans carry outstanding loan balances higher than the property value and are at risk of default according to a paper from the National Bureau of Economic Research
Source: Barchart
15 Jan 2024
The Economy is not The Market
Source: Win Smart
15 Jan 2024
The current macro environment across global equity markets presents a sharply divided investment setup for 2024 and the remainder of the decade.
Source: Tavi Costa
15 Jan 2024
Swiss inflation vs. German inflation.
The inflation rate in Switzerland is already well below the target of 2%. At 1.7%, it is a full 2ppts lower than the German rate. Source: Bloomberg, HolgerZ
15 Jan 2024
Your grocery bill has increased more than 25% over the last 4 years!
Source: barchart
15 Jan 2024
The Red Sea's inflation threat:
The disruptions in the Red Sea have roiled global supply chains and pushed up freight costs. The Houthis have pledged a “big” response to airstrikes. Iran wins either way w/US airstrikes on Houthis in Yemen. Source: HolgerZ, Bloomberg
15 Jan 2024
Red Sea Transit Volume
Source: BofA, Win Smart
