Risks Out There 05 (Feb 17 - Apr 20)

[behappyalways]

Related CEO Blau Sees Wave of Defaults on Commercial and Hotel Loans
https://m.youtube.com/watch?v=S81pFGrlREs

[behappyalways]

The coming five weeks see the largest amount of capacity blanked on the main trade lanes, something that was flagged up earlier in the month by Rodolphe Saade, the head of French containerline CMA CGM. For Asia to the east coast of South America, Sea-Intelligence has tallied as much as 59% capacity removal.

As of yesterday, Sea-Intelligence has tracked 456 blank sailings as a consequence of the pandemic. For the Asia-Europe and transpacific trades alone, the amount of removed weekly carrying capacity increased by 300,000 teu last week to 3.4m teu.

Liners enter ‘peak pandemic’ period
https://splash247.com/liners-enter-peak ... ic-period/

[winston]

The Crash Has Only Just Begun

by Charles Hugh Smith

Everything, including a rational, connected-to-reality, effective financial system, is on back-order and unlikely to ship any time soon.

Source: OfTwoMinds

https://www.zerohedge.com/markets/crash ... newsletter

[winston]

7 Reasons for a Second Stock Market Crash in 2020

by David Zeiler

1. Coronavirus Cases Will Surge Again in the Fall/Winter
2. This Rally Is a Bull Trap
3. Small Businesses Are Getting Crushed
4. A Big Drop in Stock Buybacks
5. Earnings per Share Can’t Be Trusted
6. Corporate Debt Is at Record Levels
7. We’re at Risk of a New Wave of Mortgage Defaults

Source: Money Morning

https://dailytradealert.com/2020/04/30/ ... h-in-2020/