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European natural gas prices have fallen massively from 2022 levels, so why is German manufacturing doing so badly?
Because - even with all the declines since 2022 - naturalgas prices are over 60% ABOVE their historical averages. That's a huge adverse energy shock hitting Europe. Source: Robin Brooks
Why are homes so expensive in Canada?
Source: Wall Street Silver, The Economist
Oh boy... Container shipping rates skyrocket 173%
Carriers diverted +$200 billion in trade from the red sea due to Houthi militant threats. shipping a 40-foot container from Asia to northern Europe now costs over $4,000, up +173%. Supply-chain issues are back.. Have markets been celebrating the end of inflation too soon? Source: Genevieve Roch-Decter, CFA, Bloomberg
Luxury watch prices in the secondary market have collapsed
In less than 2 years, the price has declined by more than 35% WatchCharts Market Index tracks secondary watch market price trends It consists of 60 watches from the top 10 luxury watch brands, which are sorted and weighted by transaction value The index tracks the price movement of these watches in USD over time And is rebalanced every year on 1st Jan. Source: Game of Trades
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