As Corona-infections have further increased in Europe and the US during the month of March governments had to enforce quarantine restrictions. These had a particularly negative impact on the sectors of travel and transportation. Given the spill-over-effects into the entire…
Equity markets have been stable until the last week of February as active Corona-infection cases seemed to leveloff. Thereafter, global infection statistics gave evidence that the Corona Virus would spread dramatically outside China. Risky assets have sold-off subsequently. Particularly, European…
Equity markets started favourably into the new year. US – Iran tensions have temporarily pushed the price of Brent to 70.0 US$/barrel. Subsequently, inventory data issued by the US DOE have shown high inventory levels of crude and oil products….
In December, the US and China agreed to a “phase one” deal, cancelling planned American tariffs on Chinese goods and reducing those imposed in September — in exchange for Beijing buying US goods. A breakout in optimism over global trade…
The ongoing optimism towards a “Phase One” trade deal between the U.S. and China combined with strong corporate earnings has improved the market sentiment during the month of November. A better than expected US-GDP growth rate for Q3 2019 of…
After five months of constant escalations the US and China have finally agreed to a series of modest concessions. Another set of US-tariff increases, originally scheduled to take effect on Oct. 15 has been suspended. Moreover, an annualised 1.9% (Q3)…
Issued by: Thang Do, MSc Seahawk Investments GmbH Executive Summary The Liquified Natural Gas (LNG) Market will play an important role in tomorrow’s energy market as both gas and renewables are becoming the strongest growing energy segments in the years…
Most equity markets have shown a solid performance during the month of September. After the drone attacks on the Aramco oil refinery in Saudi Arabia oil prices have shown a brief spike up to a level of $ 70/barrel (Brent)….
Executive Summary The shipping industry has gone through a typical boom-bust-cylce over the past 10 years and the year 2016 can be seen as the low point. Since then operational profitability of shipping companies has improved significantly and the industry…
Escalating trade tensions between the US and China (US raising tariffs on an additional $ 300 bn. of chinese imports and China raising tariffs on $ 75 bn. of US imports) coupled with the announcement of weak macro-economic data from…
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