Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Container Shipping Industry
Episode 115 of Stagflation Conversations explores how persistent inflation and sluggish global trade are squeezing container shipping lines. Lucas and Luna examine the collapse in spot freight rates from pandemic highs, the impact of rising fuel costs and new vessel deliveries on profitability, and how major carriers like Maersk are adapting by slashing capacity and diversifying into logistics. They tie the discussion to recent data: the dip in wholesale prices driven by falling gasoline, and the slowdown in Chinese growth that reduces export volumes. The hosts also consider whether the…
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