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A new supply shock? Guest: Dario Perkins
From youtube.com/stenoresearch
We are once again joined by our favourite global macro economist, Dario Perkins of TS Lombard, to discuss the supply shock in the Red Sea. Will the freight rates wreak havoc with the 2024 cutting cycle consensus?
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- Posted: Jan 21, 2024 4:55pm
- Submitted by:Category: Fundamental AnalysisComments: 0 / Views: 2,637