Saturday, May 29, 2021

Overview of Russian Ports — Anatoly Karlin

Pivot East.

Unz Review
Overview of Russian Ports
Anatoly Karlin

7 comments:

Marian Ruccius said...

The Baltic Air Freight Index (BAI), has useful post this week, on Shanghai and or Hong Kong freight to North American in comparison to Europe. (The Baltic Exchange launched the air freight index last November, partnering with Hong Kong-based air cargo pricing publisher TAC Index. Anyway, as we think about supply-side inflation and the relative performance of Europe and N-A, and trade with China, this is interesting:

https://www.balticexchange.com/en/news-and-events/market-information/air-freight/2021/a_Tale_of_Two_Cities_Does_the_data_foretell_more_supply_chain_imbalance.html

Tom Hickey said...

Interesting link, Marian.

By the close of Mach, US personal income was up around 30% y/y. Government transfer payments accounted for more than the entirety of the gain, thanks to a significant third round of stimulus, as well as unemployment benefits (to a much smaller but still-material extent).

Fiscal!

Marian Ruccius said...

Yeah, but I bet there was a significant decline between Feb and March 2020 :-)! So, a I know you will agree, FISCAL! and insufficient FISCAl!, which could be better targeted. But a win nonetheless, as you say.

Tom Hickey said...

Yes, poor targeting, but I suppose the response would be that it's politics, which is based on interest groups and constituencies.

Matt Franko said...

GOP will try to kill the economy just like Dems killed it last year you left wingers are all drinking the blue kool aide..

We’re headed to debt ceiling July31 then “extraordinary measures” after that....

Fiscal is done... Dems will have to use Reconciliation in Sept Oct time frame when “extraordinary measures “ run out to get something thru...

Peter Pan said...

They could always start a war... foreign fiscal.

Marian Ruccius said...

Some depressing fracking s--t from Franko-Pan, all the more so because it is likely true. But you never know, a senator could die, the establishment may judge that their power will rely on rehabilitating US soft power, which seems to be what has been attempted since a cooling of rhetoric and provocation has occurred in the black sea region. Hope springs perhaps not eternal, but continuously.