The Rabid Capitalist

Professor Glenn A. Okun

The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.

During the World Economic Forum in Davos, Switzerland yesterday, DHL Group CEO, Tobias Meyer, indicated that a container ship shortage would develop by the end of January if the Suez Canal remained impassable due to terrorist attacks.    The Rabid Capitalist had identified this source of inflation previously (see https://therabidcapitalist.com/2024/01/06/supply-chain-strains-shipping-cost-spikes-oil-prices-surge/).  The inflationary effects of a global shipping shortage could derail a soft landing, forcing the Fed to delay its planned easing of interest rates.

Subscribe to discover how to profit from this news.

Complete content is available for a $15 monthly subscription.  Click here to subscribe: