Macro Sunday #31 - Spiking freight rates bringing back inflation?

The situation in the Red Sea is worsening and freight rates are on the rise in some subsectors. Can the situation escalate into a new inflation spiral and what does it mean for the positive 2024 outlooks from right about every investment bank? 

We discuss the situation with a selection of analysts at Steno Research.

If you find our research valuable, please visit www.stenoresearch.com - there is always a 14 day free trial and you can use the code Macro30 to get 30% off your subscription until Jan 15! 

Hosts: Andreas Steno, Mikkel Rosenvold, Mads Eberhardt & Emil Møller

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