https://tradingeconomics.com/commodity/baltic
check out the baltic dry index is on a tear and so here comes some more inflation and i suspect a good part of the rise in BDI is related to the panama canal troubles - below the radar to the general public here i suspect but could really unsettle mkts and drive oil up too along with aqll commodites - a long way around to the magellan strait - take your sea sick pills too
Woodside, page-319
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