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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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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Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed
Macro data indicates a pro-cyclical environment with strong growth, supported by fiscal and monetary policy easing, while potential risks such as...
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Global Rates: Cross currency basis 1H26 outlook
Global cross currency basis movements are influenced by monetary policies, market expectations, and central bank actions, with current factors...
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Air Freight Rates Reach December Peak Then Fall Sharply to End a Tumultuous Year
2025 was certainly an unpredictable, volatile and at times chaotic year for global trade. Nevertheless, global air freight rates largely followed...
208 Views