Tariff Tensions and Freight Fizzles: Decoding Market Calm Before the Next Storm
Aug 04, 2025•30 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In this episode, Lars and Caroline break down the unexpected lull in Trans-Pacific rates, the true state of peak season in Asia–Europe, and the looming tariff deadlines that could disrupt global trade.
They discuss how forward-looking indicators like the NYFI expose weak market fundamentals despite high quotes, and they unpack the IMF’s latest trade outlook revisions. The episode closes with key insights on OFAC sanctions impacting container shipping and what they signal for shippers worldwide.
For the best experience, listen in Metacast app for iOS or Android