@LizAnnSonders | 336,522 followers
Unbelievable decline in shipping rates … cost to send 40-ft container from Shanghai to Los Angeles has fallen by 74% from peak and is back to August 2020 levels

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Total of 98 replies and 95 quotes found
In reply to @LizAnnSonders
More proof that inflation is caused by corporate greed.
 
 
 
In reply to @LizAnnSonders
What should upset consumers is now that this cost is coming down, so should prices, but corporations will maintain their raised prices and simply increase profits
 
信じられない輸送料金の下落・・・
上海からロサンゼルスへ40FTコンテナを送るコストがピーク時から74%下落し、2020年8月の水準まで戻っています。
 
In reply to @ritholtz
 
Olhem o custo de envio de containers de Shangai pra Los Angeles… como caiu!
 
Sin duda esto trabaja a favor de una menor inflación.
 
In reply to @LizAnnSonders
It's not unbelievable. It's expected and natural.
 
OOOOOOOOOO, finalmente alguem comecou a falar, alem de min, dos fretes maritimos.

Queda dessa magnitude e o povo aqui quieto.

Mesmo assim a inflacao americano nao cai. O povo de lá sabe o porque, so o FED que nao.
 
*throws phone with hundreds upon hundreds of global automotive classified tabs open into the deepest part of Puget Sound in act of radical financial self-preservation while screaming into a pillow* pic.twitter.com/VFiUOg7Vnb
 
Yes but... A) These are spot rates B) Rates are still higher than pre-pandemic C) Container shipping made 20 years worth of profits in two years. Let's see how things play out
 
There is always a lag before these price reductions hit consumers but it's coming soon. Freight to the east coast also plummeting, and the strong dollar giving US companies more negotiating power for discounts. Deflation coming very soon.
 
Along with the decline in gas prices (now disrupted due to NS sabotage)—a strong signal that inflation is not entrenched. pic.twitter.com/8yaWkKwgZl
 
上海からLAへの海上運賃がダダ下がり。コロナ前の水準に戻ったそうな。アメリカの消費は想像以上に減衰してる。
 
 
But retailers are Continuing to keep the prices Up to maximize Profits 👇👇
 
In reply to @LizAnnSonders
Probably due to equipment availability (containers, chassis, etc) finally getting sorted out. Shipping is such a logistics driven business. You can’t shut down global shipping - with containers left all over the world - and expect to just pick right up again.
 
 
In reply to @LizAnnSonders
But stil above pre-covid levels… time to come down further
 
Je pense qu'il y a beaucoup de gens qui ne mesurent pas le potentiel risque que suppose une réelle déflation dans les prochains mois. Rien qu'à voir le prix de certaines matières premières. J'ai peur que les banques centrales n'accordent pas suffisamment d'importance à cela
 
In reply to @LizAnnSonders
But still above pre pandemic levels! Shipping rates from Europe to USA still high!
 
In reply to @LizAnnSonders
It is still 134% greater than it was 3 years ago. That’s a CAGR of about 33%!
 
In reply to @LizAnnSonders
Didn't shipping companies already change from using LA port due to the lack of service and being stacked out in the ocean waiting for months to offload? Did they not rerout to other ports .
 
In reply to @LizAnnSonders
We need more! With rent and wage increase cost of goods need to pick up the slack to take the inflation down.
 
In reply to @LizAnnSonders
In other words… it’s still above the normal pre-Covid rate.
 
In reply to @LizAnnSonders
Retailers are currently over inventoried or have moved goods early to avoid delays. Carriers are reducing capacity via blank sailing to constrain supply. Consumers are inflation impacted or spending more on services - restaurants v buying stuff. We are returning to a new normal.
 
In reply to @LizAnnSonders
compare that graph to volume of orders from China - i bet it is correlated and that means that recession is global
 
¿Os acordáis del apocalipsis logístico?
 
In reply to @LizAnnSonders
Is the most volatile existing market by far. Now and 20 years ago.
 
 
 
اسعار الشحن عالميا تتراجع الى مستويات ٢٠٢٠
 
In reply to @LizAnnSonders
a classic Virginia
 
So.... inflation should be reduced???
 
In reply to @LizAnnSonders
Timing for shipping that same container? Seems the delivery time has great increased?
 
In reply to @LizAnnSonders
finally... After October holidays I will check the actual rates and re-calculating some prices...
 
This should have been expected as consumers ordered a lot of goods during COVID and pulled forward demand. The only question was how fast rates would fall back towards pre COVID levels. Probably a bit faster than many, including myself, thought
 
In reply to @LizAnnSonders
I have family in the freight business, specifically from China and the Asian region. I've heard that there is almost no business for them lately...
 
In reply to @LizAnnSonders
Still has another 50% to fall.
 
In reply to @LizAnnSonders
Wouldn't "large" be more appropriate than "unbelievable?" Price signals work, eventually, if allowed!
 
Y por otro lado no se ve que ofrezcan incrementos en el precio del frijol chino mungo...recuerdese q aducian incremento de fletes para bajarnos el precio a niveles de ruina @snakeflyt
 
Shipping container costs, exurban homes… reversion to the mean was destined to happen.
 
 
 
In reply to @LizAnnSonders
Double edged Sword perhaps? Could this be because of low export numbers globally, if so, then this is not good. If export numbers out of China have not decreased significantly, then u have nothing to worry about.
 
 
In reply to @LizAnnSonders
Many shippers on longer term leases w stable rates
 
In reply to @LizAnnSonders
Oferta y demanda ecuación básica
 
In reply to @LizAnnSonders
I bet prices won't go down.
 
In reply to @LizAnnSonders
May have seen this coming when container ships began to be marketed as pools
 
Questo porterà giù inflazione in USA, probabilmente tra un po', e daranno "il merito" alle mosse FED.
 
In reply to @LizAnnSonders
That’s fantastic
 
 
Signs of returning to pre-pandemic era.
 
In reply to @LizAnnSonders
$BDI Baltic Dry Index does show some resilience. Not great but vs. others it looks like its trying to form some kind of support. Wide spread between bottoms.
 
Unless you live in energy-deprived Europe, inflation is indeed... transitory.

#inflation #shippingrates
 
Deflación a la vista? Deflation comming?. Costos de enviar container de 40 pies de Shanhai a Los Angeles han caído 74% desde pico en Agosto 20. Señales de que veremos reversión de política monetaria agresiva de la FED más temprano?
 
 
In reply to @LizAnnSonders
Question is, did it went down due to fix on suply chain or because of global deceleration
 
 
It appears that just about everything is starting to fall rapidly in price, cost and/or value. We'll be fighting #deflation at some point in 2023. The @FederalReserve is doing everything possible in the immediate term to crash the #economy... -DW #FederalReserve #recession
 
 
This is really good news and should have a ripple effect in other areas.
 
Initial spurt probably due more to bubble and hype.
 
In reply to @LizAnnSonders
another great day in poopy pants fentanyl joes roaring economy worst month for stocks in 14 years , thats a biden win
 
In reply to @LizAnnSonders
 
コンテナ配送料金が
ハイスピードに下落
 
Unbelievable decline in shipping rates 🤦| $TSLA $SOFI $QQQ $NDX $VIX $UAL $SPX $AAL $RCL $DWAC $STEM $AHT $AAPL $DAL $LUV $F $MULN $ING $SIGA $WISH $ATER $AMC $GLE $SAVE $JETS $NIO $CZR $JBLU $CCL $NCLH $LCID $BBBY $ILAG $MGM $BYD $GME $SPY #DAX30 #CAC40
 
 
TEmporary deflationary crash and stop. All warned by @michaeljburry last year like a champ.
@BurryArchive has the whole archives.
This is what one of the reasons I was a big bear in the #silver and #gold community #xauusd #xagusd
But I like #silver in the teens.
 
信じられない輸送料金の下落・・・

上海からロサンゼルスへ40ftコンテナを送るコストがピーク時から74%下落し、2020年8月の水準まで戻っています。
 
 
what made up inflation coming down
 
 
In reply to @LizAnnSonders
Democrats think this is a positive, it's not, their economic news comes out of a crackerjack box
 
In reply to @LizAnnSonders
VeriScan is an audit platform that provides due-diligence audits for various projects in defi and Blockchain protocols. ✅Price is still very undervalued ✅low cost for auditing new projects ✅70k mc currently WEB:veriscan.finance #veriscan #Lunccommunity #BSCGem #BSC pic.twitter.com/JTqrSiD3O2
 
Some inflation drivers are finally going away #SupplyChainChainChain
 
If Chinese manufacturing picks up another sign of #deflation
 
Shukaaaaaaaaaaaaarrrrrrrrrrrrrr
 
このデータ、意外とインパクト大きいな🚢
 
It would be useful to know what the average shipping rates are.
 
 
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