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明年主题
鲍叔加息,美国GDP下行甚至衰退;欧洲能源危机,通胀加息,经济衰退。
中国逐步疫情放开,经济复苏。
美股油轮公司股价暴涨
With the S&P 500 still down more than 13% for the year, shares of a number of oil tankers have hit new all-time highs recently. Among those are Ardmore, International Seaways and Euronav. Teekay Tankers is up 219% year-to-date, while Scorpio is up 321% over the same period.
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集装箱海运价格暴跌,但原油海运价格暴涨243%,欧洲制裁俄罗斯 另外天然气海运价格也暴涨