@quantumstrategy.bsky.social
The leading researcher in macro that matters to markets
Trump bans Canadian - made aircraft from US airspace
x.com/rapidrespons...
Trump lashes out at Jerome Powell again after Fedโs interest rate move
www.msn.com/en-ie/money/...
UK has acted against Russian freighter SINEGORSK on suspicions of cable sabotage.
Royal Navy chased her away after she anchored close to several cross-Atlantic communication cables.
Drewryโs World Container Index decreased 5% to $2,107 per 40ft container this week.ย Spot rates on Shanghai to New York decreased 7% to $2,969 per 40ft container and those on Shanghai to Los Angeles fell 4% to $2,442 per 40ft container.
www.linkedin.com/posts/david-...
NDTV The Big Question: India - EU More Than Just a Trade Deal - Vikram Oza & David Roche:
youtu.be/UxIl1wFUbvA?...
Go Vegan
www.bbc.com/news/article...
Drewry Intra-Asia Container Index - 09 January 2026
Now updated weekly, Drewryโs Intra-Asia Container Index (IACI) decreased 5% in the second week of January, reaching $665 per 40ft container.
www.linkedin.com/posts/drewry...
Last 24h seven sanctioned tankers have left Baltic Sea. None has entered.
Too early for firm conclusions (lack data) but from last weeks replay and memory this might be highly unusual.
Replays from marinetraffic.com
@pa.nton.cx run some queries?
Swedens is now in preliminary highest level talks on nuclear cooperation with UK and France.
We are now holding ongoing discussions with both France and the United Kingdom, said Prime Minister Kristersson.
breakingdefense.com/2026/01/swed...
Communist Party and KMT revive forum stalled by decade of cross-strait tensions
www.scmp.com/news/china/p...
USโ Rubio says China profited from Venezuelaโs collapse through cut-price oil
www.scmp.com/news/us/arti...
Holocaust Day Remembering
www.linkedin.com/posts/robert...
Baltic Sea coastal states + UK released an open letter damning Russia's GPS-jamming and clarifying that normal rules for shipping also applies to the shadow fleet.
Interpreted* as "Baltic Sea closes for shadow fleet".
Cautiously optimistic I note ~60 sanctioned tanker active.
Now tell us what you really think!
26.01.2026 13:59 โ ๐ 1 ๐ 0 ๐ฌ 1 ๐ 0Now updated weekly, Drewryโs Intra-Asia Container Index (IACI) decreased 3% in the fourth week of January, reaching $641 per 40ft container
www.linkedin.com/posts/intra-...