Mind the gap... Shipping freight rates point to further deceleration in the global economy that is not priced in riskier assets
​There is ample evidence that shipping freight rates contain useful information that can be used to predict movements in financial markets and global economic activity. The recent plunge in dry bulk and container freight indices is alarming for the global economic outlook. A number of financial analysts have been quick to dismiss any concerns relating the decline to spare capacity.
But what does the macroeconomic data show, and what are the likely implications for financial markets?
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