Turbulent Tides: Shipping & Inflation Risks From Drought And War | Nucleus Investment Insights
by
Damien Klassen
January 5, 2024
This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs.Are we heading for another supply chain crisis?
Inflation risks rising?
Red Sea shipping
Panama drought
Capacity
Goods demand
System flexibility
Greedflation
Inventory cycle
Geopolitics
Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen delves into this topic.
Agenda:
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