Category: "transport"

The Huge Recession Which Never Came

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When I lived in the corporate world, we used global and domestic transport to forecast the economy. The reason was that transport led economic activity.

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November 2014 Sea Container Counts Continue to Show Rapid Contraction of Exports

December 17th, 2014
in aa syndication, trade data, transport

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Export container counts continue to weaken, which is a warning that the global economy is slowing. Export three month rolling averages continue to decelerate - being in negative territory year-over-year. This is a headwind for 4Q2014 GDP. Container counts are a good metric to gauge the economy.

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October 2014 Sea Container Counts Showing Exports Falling of the Proverbial Cliff

November 18th, 2014
in aa syndication, trade data, transport

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Export container counts continue to weaken, which is a warning that the global economy is slowing. Export three month rolling averages continue to decelerate - being in negative territory year-over-year. This is a headwind for 4Q2014 GDP. Container counts are a good metric to gauge the economy.

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September 2014 Sea Container Counts Mixed Suggesting a Possible Strengthening USA Economy and a Softening Global Economy

October 22nd, 2014
in aa syndication, trade data, transport

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Export container counts continue to weaken, which is a warning that the global economy is slowing. Imports on the other hand are improving - saying the USA economy may be gaining some strength. The three month rolling averages for both imports and exports continue to decelerate - with exports in negative territory year-over-year. Note that import containers are now at pre-recession highs. Container counts are a good metric to gauge the economy.

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August 2014 Sea Container Counts Remain Soft

September 16th, 2014
in aa syndication, trade data, transport

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Export and Import container counts continue to be fairly soft, which is a warning that the global economy is slowing and that USA consumption is not growing. The 3 month rolling average for both exports and imports continue their deceleration. Container counts are a good metric to gauge the economy, and they are saying the economy is growing but not strong.

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