Ocean Carrier On-Time Arrivals Tumbled in January: Xeneta
Ocean carrier schedule reliability plunged in January 2026 as congestion at Asian hubs and severe North Atlantic weather disrupted liner networks. Rate‑benchmarking platform Xeneta reports a sharp decline in on‑time arrivals across most carriers, with only non‑alliance services showing modest improvement. The Gemini Cooperation alliance of Maersk and Hapag‑Lloyd retained the top on‑time performance rank, though its reliability also slipped. Overall, the data highlights growing operational headwinds for the global shipping industry.
Supreme Court Strikes Down Trump’s IEEPA Tariffs: What Procurement Leaders Must Do Next
The U.S. Supreme Court ruled 6‑3 that the International Emergency Economic Powers Act does not authorize the president to impose broad tariffs, overturning Trump’s IEEPA tariff regime. The decision opens a path for importers to seek refunds, but claims must...
NRF Responds to Tariff Ruling by the Supreme Court
The U.S. Supreme Court issued a ruling limiting the Trump administration’s use of the International Emergency Economic Powers Act to impose tariffs, providing clearer legal boundaries for trade measures. The National Retail Federation welcomed the decision, saying it delivers much‑needed...
Trump to Impose 10% Global Tariff After Supreme Court Rebuke
President Donald Trump announced a 10% global tariff lasting 150 days, invoking Section 122 of the 1974 Trade Act after the Supreme Court struck down his broader IEEPA‑based duties. The new measure can be applied to any country facing “large and...
Supreme Court Strikes Down Most Trump Tariffs
The U.S. Supreme Court ruled 6‑3 that the president lacks authority to impose broad tariffs without congressional approval, striking down the 10% baseline tariffs Trump enacted under the International Emergency Economic Powers Act. The decision leaves intact steel and aluminum...
Supreme Court Strikes Down Majority of Trump’s Tariffs
The U.S. Supreme Court issued a 6‑3 ruling that President Trump exceeded his authority under the International Emergency Economic Powers Act, invalidating most of the administration’s reciprocal tariffs. The decision overturns the 34% tariff on China and the 10% baseline...
Markets Cheer ₹80,000-Crore Divestment Target
The Indian government has set an ₹80,000‑crore dis‑investment target for the next fiscal, sparking a rally in public‑sector undertaking (PSU) stocks and lifting equity markets. The plan combines strategic stake sales and asset monetisation to generate fiscal inflows while unlocking...
How CPOs Can Protect Their Supply Chains Against Tariff Risk—Without Overreacting
Chief Procurement Officers (CPOs) are shifting from headline tariff figures to category‑level exposure mapping, allowing precise risk assessment and targeted mitigation. By integrating total cost of ownership into tariff response, they avoid costly over‑reactions and focus on long‑term spend efficiency....
Pakistan’s New Special Security Unit Underscores China’s Hold on the Country
Pakistan announced a dedicated special security unit in January 2026 to protect Chinese citizens and projects, a move prompted by a spike in militant attacks on Chinese interests. The unit signals Islamabad’s desperation to retain China’s $62 billion investment amid deteriorating...
Kroenig Interviewed on CBS News on US Strategy in Iran and the Board of Peace
Atlantic Council senior director Matthew Kroenig appeared on CBS News on February 19 to discuss Washington’s options regarding a potential strike on Iran. He warned that a rushed military action could destabilize the region and emphasized the need for a...
Surging Oil Tanker Rates Tipped to Go Even Higher
Oil supertanker charter rates have surged, with VLCC earnings on the Middle East‑to‑China lane reaching $151,208 per day, the highest since 2020. The spike is driven by heightened geopolitical risk from a potential US‑Iran conflict and a tightening supply of available...
Quarterly Services Survey
The U.S. Census Bureau announced an updated release calendar to address a recent lapse in federal funding, postponing the next Quarterly Services Survey (QSS) revisions and benchmark releases. The delay affects historical corrections, new seasonal factors, and data from the...
How North Korea Is Ranking Southeast Asian Countries
North Korea is stratifying its diplomatic outreach in Southeast Asia, placing Vietnam and Laos at the top tier because of entrenched party‑to‑party links, while Indonesia sits in a middle tier with limited ideological affinity. Malaysia’s relations were severed in 2021...
How Trump and Erdoğan Can Turn US LNG Energy Dominance Into Black Sea Stability
U.S. President Donald Trump is positioning a three‑party deal with Turkey and Ukraine at the June NATO summit to allow large‑scale U.S. LNG shipments through the Bosporus. Current Turkish regulations bar vessels over 200 m, preventing most U.S. LNG carriers from...
Australia and Timor-Leste: A New Partnership for a New Era
Australian Prime Minister Anthony Albanese and Timor‑Leste Prime Minister Xanana Gusmão signed the Parseria Foun ba Era Foun declaration, establishing a new partnership built on three pillars – peace and regional integration, prosperity and resilience, and people‑to‑people links. The accord expands cooperation in security,...
To Bridge the Transatlantic Productivity Divide, Europe Needs Structural Reforms—And AI
Europe’s productivity lags far behind the United States, with EU real‑GDP growth averaging 1.3% since 2000 versus 2.4% in the US. The gap is driven by weak diffusion of IT and AI advances, which account for 25% of US growth...
Where Do India and Pakistan Stand in Kazakhstan’s Southward Connectivity Push?
Kazakhstan is accelerating a southward connectivity push to secure Arabian Sea access, reducing reliance on Iran’s Chabahar and Bandar Abbas ports. President Tokayev’s recent visit to Islamabad underscored a partnership focused on the Kazakhstan‑Turkmenistan‑Afghanistan‑Pakistan (KTAP) rail corridor and a broader...
Retail Sales Decrease in December: Statistics Canada
Retail sales in Canada slipped 0.4% to $70 billion in December, marking the first monthly decline of the year. The drop was driven by a 1.6% fall in motor vehicle and parts dealers, while gasoline stations and fuel vendors posted a...
Jim Cramer's Top 10 Things to Watch in the Stock Market Friday
Jim Cramer highlighted ten market catalysts for Friday, Feb 20, ranging from macro data to individual stocks. Weak Q4 GDP growth at 1.4% pushed futures lower, while Texas Roadhouse rallied over 3% on a strong Q1 outlook. GE Aerospace received a...
‘Targeted Injection of Capacity’ Into Vietnam, Thailand Reshapes Ocean Networks
Ocean Alliance is injecting targeted capacity into Vietnam and Thailand in its Day 10 network update, turning ports like Haiphong and Laem Chabang into core deep‑sea origins. The shift adds four trans‑Pacific services to Haiphong and doubles West‑Coast sailings from Laem Chabang, while...
India Grants One-Month Extension to Russian Marine Insurers
India extended permission for four Russian marine insurers for one month, allowing them to continue covering tankers calling at Indian ports. The extension comes as India remains the top buyer of Russian seaborne crude in 2025, while facing U.S. pressure...
European Central Bank Analysis Highlights Stabilizing Euro Area Property Investment Amid Mixed Drivers
The European Central Bank’s latest focus piece finds euro‑area property investment has likely bottomed out in late 2024, with a brief, modest rebound in early 2025 that quickly faded. After a sharp decline that began in 2022, housing investment remains about 7 %...
Despite U.S. Mortgage Rates Falling to 6 Percent, Homebuyers Remain Hesitant
Pending home sales in January 2026 fell 0.8% month‑over‑month, despite mortgage rates slipping to a six‑year low of 6.01% for the 30‑year fixed loan. NAR chief economist Lawrence Yun notes that the rate drop makes 5.5 million households newly mortgage‑eligible, yet...
Vanguard Eyes Non-U.S. Markets To Hedge High-Grade Debt Exposure
Commodity Boom Helps to Drive JSE Confidence
South Africa’s commodity surge—gold up 65% and platinum 125%—is fueling a boom on the Johannesburg Stock Exchange, with mining firms delivering double‑digit returns. The JSE’s recent rule changes, cutting shareholder approval thresholds from 75% to 50% and aligning disclosure standards,...
Hapag-Lloyd, WiseTech Global in Container Visibility Initiative
WiseTech Global and Hapag-Lloyd have launched a trial that equips the carrier’s more than two million containers with IoT smart devices, delivering real‑time location updates to WiseTech’s CargoWise platforms. The pilot processes millions of data points daily and introduces a...
Why MAGA Fears Europe
President Donald Trump and his MAGA allies continue to cast the European Union as weak and misguided, a theme echoed at both Davos and the Munich Security Conference. The article counters this narrative, highlighting the EU’s social‑market model and its...
Lithium Battery Fires Put the Heat on P&I Clubs
P&I clubs have recorded a ten‑year peak in marine liability claims, resulting in a $98 million underwriting loss over the past three years. The surge is driven primarily by lithium‑ion battery fires on vessels carrying electric vehicles and other battery‑powered cargo,...
Venezuelan Democracy Needs Action, Not Cheap Talk
U.S. President Donald Trump announced a Venezuela policy that puts oil reconstruction ahead of democratic elections. In a Fox News interview he pledged at least $100 billion from American oil firms to rebuild the country’s oil infrastructure, with the United States...
A New Iranian Revolution?
Iran’s economy is spiraling under soaring inflation, unemployment and renewed U.S. sanctions, stoking widespread public discontent. The Islamic Republic faces a legitimacy crisis that could trigger either systemic reform or outright collapse. Analysts warn that without a shift toward moderate...
Why Argentina Needs a Labour Market Reform
Argentina’s sweeping fiscal, monetary and regulatory reforms have lifted growth above 5% in 2025 and cut inflation to around 30%, while the budget has balanced for two years. Yet labour market rigidity—high severance costs, a steep tax wedge and pervasive...
Stories of the Week: Unemployment, Industry Consolidation, and Semi-Liquid Funds
This week’s investment roundup highlighted three interlinked themes: a resurgence in unemployment, accelerating consolidation among asset‑management firms, and a surge in semi‑liquid fund inflows. Unemployment edged to 5.2% in Q4 2025, prompting managers to boost cash buffers and reassess risk models....
BofA Says U.S. Stocks Draw Lowest Share Of Global Flows Since 2020
WDI May Benefit From Shifting Interest Rate Policy
Western Asset Diversified Income Fund (WDI) trades at a 3.04% discount to NAV and offers a 12.41% yield, positioning it as a high‑yield income vehicle. The fund’s portfolio is heavily weighted toward high‑yield corporate bonds and a sizable floating‑rate component,...
Brazil Imposes Anti-Dumping Duties on Chinese Steel
Brazil’s foreign trade committee approved five‑year anti‑dumping duties on a wide range of Chinese steel products after a 2024 investigation revealed pricing below market levels. The duties range from US$323 to US$670 per ton for cold‑rolled coil and US$285 to...
Middle-Market Confidence Splits in 2026 as Tariffs and Supply Chains Weigh on High-Uncertainty Firms
The 2026 Certainty Project surveyed CFOs of U.S. middle‑market firms (revenues $100 M‑$1 B) and found overall uncertainty stable, but a sharp split between goods and services sectors. Tariff policy shifts and supply‑chain exposure pushed high‑uncertainty among goods producers up 27% year‑over‑year,...
Philippine Fast-Moving Consumer Goods Spending Growth Seen Slowing in 2026—Study
The Worldpanel by Numerator report projects Philippine FMCG spending to grow only 3‑4% in 2026, a sharp deceleration from last year’s 5.2% rise. The slowdown reflects weaker GDP growth, now seen at 5.3% versus an earlier 6% estimate, and higher...
US-India Trade Marathon Eyes April Finish Line
India and the United States are moving toward an interim trade agreement that is expected to be signed in April, Union Commerce Minister Piyush Goyal announced. Negotiators will convene in Washington from Feb 23 to finalize the legal text, converting a...
FX Daily: EUR/USD Can Fall to 1.16 on Further Iran Escalation
Rising US‑Iran tensions are boosting the dollar as oil prices climb, reviving its safe‑haven appeal. The market now assigns a 60% probability to a US strike on Iran, which could lift Brent to $75‑76 and push EUR/USD down toward 1.16....
Economic Factors and Themes to Be Mindful Of
Investors face heightened global volatility in 2026 as leading central banks diverge—while the Fed and BoE continue rate cuts, the ECB sits near neutral and the BoJ tightens. Geopolitical flashpoints around the United States add safe‑haven demand, further weakening the...
Danang Positioned as Crucial Economic Hub for Central Vietnam
Danang’s 2045 master plan re‑imagines the city as a megacity and international financial centre, integrating coastal, mountainous and border zones. The Danang International Financial Centre (IFC) began operations in early 2026, focusing on digital finance, asset tokenisation and green‑finance solutions....
Dollar Firm as Iran Tensions Lift Oil, Markets Turn Cautious
The U.S. dollar stayed firm in quiet Asian markets while heightened Iran‑U.S. tensions pushed WTI crude above $67, its highest level since last August. Gold and silver edged higher but lacked sustained buying, reflecting selective hedging. Meanwhile, the UK reported...
Trump’s Maritime Golden Age Could Prove Costly for Shipping
The Trump administration unveiled its Maritime Action Plan, introducing a universal port fee on all foreign‑built vessels that would be calculated on import cargo weight rather than net tonnage. Revenue projections range from $66 billion to $1.5 trillion over ten years, while...
Central Bank of Ireland Calls for Stronger Economic Initiatives and Strategic Investments in 2026
Ireland’s central bank warned that the country must deepen economic resilience as it enters 2026, despite current strength. Governor Gabriel Makhlouf and Deputy Governor Vasileios Madouros outlined five domestic priorities, including targeted infrastructure, stronger indigenous businesses, fiscal buffers, household market...
Southeast Asia Braces for 'Increasing Divergence' After Mixed 2025 Growth
2025 saw Southeast Asia split between export‑driven growth and contraction. Vietnam and Singapore recorded strong export gains despite U.S. tariff volatility, while the Philippines and Thailand were battered by severe weather events and political instability, dragging their economies down. The...
Japanese Market 'More Dynamic' Than London, Says Apollo CEO
Apollo Global Management’s CEO Marc Rowan told Nikkei that Japan’s corporate finance market is becoming more dynamic than London’s, prompting Apollo to expand its private‑credit platform in the country. He highlighted the need for long‑dated funding to support infrastructure, energy...
COMMENT: Myanmar’s Fragile Post‑election Balancing Act
Myanmar’s December‑January 2025‑26 election was conducted solely in areas under junta control, cementing the military’s claim to power while excluding large swaths of the population. The vote did little to curb the civil war, as resistance forces—including the People’s Defence...
Splash Wrap: ZIM Sale Tops the Agenda
A $4.2 bn transaction will see Germany’s Hapag‑Lloyd acquire Israeli carrier ZIM, then spin off its Israeli operations into a new entity controlled by FIMI. The deal, which preserves 16 vessels for direct Israeli routes, triggered protests and a strike as...
All Global Experiences Useful for Vietnam S International Financial Hub
Vietnam aims to build an international financial centre by drawing on global precedents such as Dubai’s DIFC, China’s Shenzhen and Hangzhou, and Kazakhstan’s AIFC. Experts stress that independent, long‑term regulation, niche specialization in digital and green finance, and adaptive legal...
Raised Ties Reaffirm Strategic Trust
Vietnam and the United Kingdom have upgraded their relationship to a comprehensive strategic partnership, the highest tier in Vietnam’s foreign‑policy framework. The deal follows Party General Secretary To Lam’s October visit to Britain and opens cooperation in politics, security, trade, education...