Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 March 2026
We put out a Weebits note earlier this week, focused on electricity generation in Asia, what we tried to do there was just give you an idea of...
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TAC Index Weekly Air Cargo Bulletin 23 March 2026
Global air freight rates continued to rise sharply last week as war in the Middle East raged on and market activity remained affected, according...
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CX Daily: War in the Gulf Triggers Global Energy Shock
TOP STORIES Cover Story: War in the Gulf Triggers Global Energy Shock The war in the Middle East, which is entering its fourth week, has opened a...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 20 March 2026
A quick glimpse on some Chinese economic data, retail sale and industrial production numbers were ahead of analyst estimates. We held a...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 16 March 2026
The IEA has decided to release 400 million barrels of oil onto the world market but it certainly is not a big deal in terms of oil supply given...
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