Welcome to Breakwave Advisors Weekend Read
As we conclude the workweek and head into the weekend, take a moment to review the key articles from this week, including those you've highlighted. Is a world gone mad still investible? Absolutely., The weakening of corn exports from Brazil, Adding Salt on the Ground, Iron Ore Flows
and more.
Breakwave Dry Bulk Report
Sentiment Turns Sour as Capesize Futures Drop – Following a long period of stability, volatility in the dry bulk market jumped last week as freight futures dropped to eight-month lows, a rather unexpected development succeeding a long period of rangebound pricing.
China's National Day holiday, commonly known as "Golden Week," experienced a notable resurgence in tourism activity..
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Doric Weekly Market Insight
Markets steady as they ponder geopolitical risks and stimulus measures
Rising tensions in the Middle East continue to hang over energy markets. Metals gained amid hopes of further stimulus measures in China.
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Commodities Wrap
Is a world gone mad still investible? Absolutely.
TIt’s hard to invest sometimes. Even to get out of bed for that matter.
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Forvis Mazars Weekly Note
The weakening of corn exports from Brazil
In examining global bulk shipments, what stands out is the weakening of corn exports from Brazil..
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Intermodal Weekly Market Report
Ιron ore faced headwinds
The Baltic Dry index retreated on Tuesday, following two sessions of gains.
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The Fix - Global Market Update
Adding Salt on the Ground
Several bright spots are appearing on the horizon as global economies advance with their new climate goals and transitions.
BRS Weekly Dry Bulk Newsletter
As middle distillate growth wanes, LRs find support in naphtha trade
Dirty – East of Suez: Russian DPP tonne-miles rise on increasing Cape of Good Hope transits
Vortexa - Global Freight Snapshot
Iron Ore Flows
The Capesize market rates for the Brazil to North China route have softened, yet rising iron ore exports from Brazil..
Signal Ocean - Dry Weekly Market Monitor
Crude oil flows AG - China
This week’s focus underscores a rise in the number of crude oil barrels transported from the Arabian Gulf countries to the Far East..
Signal Ocean - Tanker Weekly Market Monitor
Metals fall as Beijing efforts to boost economic growth disappoint
Disappointment over China’s stimulus measures weighed on sentiment in metal markets. Strong haven demand continues to support precious metals.
Commodities Wrap