Baltic Dry Index (BDI) +86 2644

dzyx

Below is the comment on today initial claims;

"A recessionary downturn" 一点都没错，现在开始看到只有Recession才能看见的Initial claims读数。预计今后两个月PMI的读数会更差，接近或稍微低于50。股市如何反应就全看将来的领先指数了。

It is a recessionary downturn, but not a recession yet. Don't be too bearish.

wxp

多谢！感觉现在的方向未定，一方面一定规模的trim excess production capability permanently 正在重新抬头，但08年底那种恐慌性地疯狂压缩生产规模的情况不太会再次发生，而是市场供需正在逐渐建立起一个新的平衡。

dzyx

回复 2# wxp


    我刚开通了日志。欢迎来踩。

wxp

回复 3# dzyx


    好啊！多谢！

Rosemary1

what is the relationship between the title and the content in your post?

BDI

initial claims/recession?

dzyx

回复 5# Rosemary1

I posted today BDI number to share.

The comment was for something else. People with me more than 3 years or even since early 2010 should know what I am talking about.

爱在雨中

BDI属于短期超跌之后的反弹。
从大宗散货运输现货市场情况分析，并不乐观。
最主要的关注重点在于，period time charter并不活跃。