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When Should You Buy ZIM Integrated Shipping Services Ltd. (NYSE:ZIM)?
The significance of the decline in Global shipping data: The Federal Reserve will lower interest rates later, and global growth is expected to worsen in the next year or two.
Morgan Stanley stated that historically, tariff policies usually push up prices after a few months and slow down economic growth after several quarters. The decline in shipping data confirms that this disruption is happening, and its effects have not fully manifested yet, which supports Morgan Stanley's view that the Federal Reserve should remain patient, contrary to the market's expectations for a rate cut in June.
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Experts Say New Tariffs Could Spark Higher Prices and Shortages Within Weeks
袁 缘缘 妙不可言 : Tariff.
TWIMO (151403908) OP 袁 缘缘 妙不可言 : more tariffs announced in May?
袁 缘缘 妙不可言 TWIMO (151403908) OP : Tariffs were announced in April and began to decline. Then in May, the affected goods arrived in the USA, but there were few goods at the ports.
73372627 : In fact was not tariffs. was more 100% shorted on the hews that they expand theirs flot. If not wrong they ordered 2.8 Billions in China for the new ships.
If tariffs will be as is now, we will see decresing shipping in 3-4 month from now and this it is because the tariffs was not announced with retro. The tariff generally apply for unshiped orders starting with the date on application.