Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Stagflation Is Reshaping the Shipping Industry
In Episode 75 of Stagflation Conversations, Lucas and Luna explore how high inflation and slow growth are hitting global shipping — with the Strait of Hormuz crisis adding a new layer. They unpack how freight rates have surged since May, why container lines are passing through record fuel costs, and what the UN's pause on an evacuation plan means for supply chains. Drawing on the latest CPI data (core inflation at 3.4%) and the fragile Iran peace deal, they connect 1970s-era stagflation patterns to today's maritime bottlenecks. A focused look at how shipping, the economy's…
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