Global tensions, logistics and mixed market signals

The Chinese economy continues to show signs of weakness

Industry continues to slow, and domestic demand has yet to recover.
The Chinese market remains moderately bearish. Despite some occasional sales rebounds—such as the one following the Long Boat Festival—demand remains weak, especially in key sectors such as tires.

The PMI for industrial activity fell again in June, primarily affected by the drop in import orders. Combined with high inventory levels, this limits the prospects for a sustained recovery in the short term.

The United States is holding up, but doubts are growing ahead The indicators show strength, although there are signs of a possible slowdown if trade tensions re-emerge.

The US economy has demonstrated a remarkable ability to withstand the impacts of tariff measures. The US economy has demonstrated a remarkable ability to withstand the impacts of tariff measures. The S&P, for example, recovered after the April turbulence and is now up 6%. However, uncertainty persists regarding the progress of international negotiations. The 90-day trade truce ends on July 9, and if there is no agreement, aggressive tariffs could reappear. This fuels fears of a possible technical recession in the second half of the year. The US economy has demonstrated a remarkable ability to withstand the impacts of tariff measures. The S&P, for example, recovered after the April turbulence and is now up 6%. However, uncertainty persists regarding the progress of international negotiations. The 90-day trade truce ends on July 9, and if there is no agreement, aggressive tariffs could reappear. This fuels fears of a possible technical recession in the second half of the year.

🚢 Ocean freight: prices drop as demand normalizes Tariffs are easing following the tariff truce, although high volatility is expected.

International freight rates have been falling in recent weeks, partly as a correction to the increase following the recent trade truce between China and the United States. Despite the decline, prices remain high compared to May, and most players have not yet withdrawn from the market. This suggests that active, albeit more subdued, demand persists. The freight market is expected to continue adjusting, but with significant levels of volatility in the short term.

Freight, rubber, china, Trump

Global tensions, logistics and mixed market signals

The Chinese economy continues to show signs of weakness

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