tag:blogger.com,1999:blog-6616959642391988608.post2099406954272679979..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Harpex shipping index looks very strongScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6616959642391988608.post-36470409075210108802010-07-03T09:18:47.092-07:002010-07-03T09:18:47.092-07:00The two shipping indices are completely different....The two shipping indices are completely different. Baltic covers shipments of commodities in the Pacific area, the Harpex covers shipments of containers in the N. Atlantic. Each can be influenced by a different set of factors. The Baltic may be depressed right now because of the delivery of a lot of new shipping capacity.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-41232890185115968932010-07-02T18:58:52.745-07:002010-07-02T18:58:52.745-07:00Scott,
How do you reconcile strong a Harpex shipp...Scott,<br /><br />How do you reconcile strong a Harpex shipping index with a weak Baltic Dry shipping index?<br /><br />Again, thank you much for your daily blog posts -- they are great.<br /><br />Regards,<br />MichaelMichael Meyershttps://www.blogger.com/profile/16897177627300304126noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-17597225230329132312010-07-01T13:44:55.285-07:002010-07-01T13:44:55.285-07:00Exports of services from the US other than transpo...Exports of services from the US other than transportation are exhibiting remarkable resilience. More at:<br /><br />http://wjmc.blogspot.com/2010/07/us-service-exports-exhibit-resilience.html <br /><br />Thank you for the opportunity to comment...McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-64126121098974589362010-07-01T11:13:04.941-07:002010-07-01T11:13:04.941-07:00In focusing on the problems within Europe's &#...In focusing on the problems within Europe's 'micro economies', very little attention is paid to the world class economies of Germany and France. They are both doing fine and with a somewhat lower euro they likely will continue to do so. I hope Scott continues to keep us posted on the Harpex. <br /><br />Bill,<br /><br />Ford (F-NYSE) is holding its own very well during this market Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-42885107113133659142010-07-01T10:36:56.608-07:002010-07-01T10:36:56.608-07:00Scott,
Seems like there is also some good news on...Scott,<br /><br />Seems like there is also some good news on year over year auto sales comparisons for US autos.Billhttps://www.blogger.com/profile/06910619601367464068noreply@blogger.com