One of this year’s most important relationships in global financial markets is falling apart
Published . Updated .
One of the most important relationships in global markets has started to unravel over the past couple of weeks. Investors are scrambling to figure out what it might mean for the economy, and their portfolios.
Directly affected
- No company is named in this report.
Indirectly affected
- ZIM ZIM Integrated Shipping
Container lines are exposed when a shipping lane is disrupted
- MATX Matson
Container lines are exposed when a shipping lane is disrupted
- DAC Danaos
Ship owners earn more when vessels are tied up longer
- GSL Global Ship Lease
Ship owners earn more when vessels are tied up longer
- JPM JPMorgan Chase
Bank profits move with lending and interest rates
- BAC Bank of America
Bank profits move with lending and interest rates
- SBLK Star Bulk Carriers
Dry-bulk carriers move with commodity shipping demand
- GOGL Golden Ocean
Dry-bulk carriers move with commodity shipping demand
- WFC Wells Fargo
Bank profits move with lending and interest rates
- C Citigroup
Bank profits move with lending and interest rates
Price reaction, T-5 to T+3
One of the most important relationships in global markets has started to unravel over the past couple of weeks. Investors are scrambling to figure out what it might mean for the economy, and their portfolios.
Source: MarketWatch
How solid the shipping case looks
12 out of 100
“One of this year’s most important relationships in global financial markets is falling apart” scores 12 out of 100. The score uses 1 sources.