Joining us now, CNBC global supply chain reporter Laurianne Lorocco and Bloomberg news anchor and correspondent David Gura. Laurianne, what's it like at the ports right now with these tariffs. It is ugly, Katie.We actually have a quintuple tariff hit today. Uh the first is the 10% tariff on timber and the 25% uh tariff on kitchen cabinets and furniture. This is going to be inflationary, Katie, for the consumer as well as the homebuilders.And just if you think those tariffs aren't high enough, they're going ...

Group 1: Market Risks and Concerns - The IMF warns that the surge in tech stock prices, particularly those related to artificial intelligence (AI), poses a concentration risk that is now substantially higher than during the dot-com bubble, with asset prices at risk of collapse if expectations are not met [1][2][19] - The private credit market, valued at approximately $3 trillion, is facing scrutiny as the IMF highlights growing dangers from non-bank lenders, which could lead to a banking crisis if issues arise within this sector [10][11][12][14] - Jamie Dimon, CEO of JP Morgan, expressed concerns about potential hidden problems in the market following the bankruptcies of Tricolor and First Brands, indicating that looser lending practices may be masking true loan performance [3][5][28] Group 2: Economic Indicators and Responses - Federal Reserve Chair Jay Powell noted a sharp slowdown in the US jobs market, indicating that both supply and demand have decreased significantly, which may lead to continued interest rate cuts to support the economy [7][9] - The S&P 500 and Dow Jones Industrial Average showed slight increases following Powell's comments, while the Nasdaq Composite index experienced some losses due to the IMF's warnings about market bubbles [8][9] - The IMF has called for urgent fiscal adjustments globally to curb government deficits, emphasizing the need for improved market structures to enhance the resilience of sovereign bond markets [31][33] Group 3: Corporate Developments - JP Morgan reported a $170 million loss due to the collapse of Tricolor, raising concerns about further losses in the private credit sector and the potential for more corporate bankruptcies [5][28][29] - Goldman Sachs emphasized its focus on strong risk management amid concerns of a potential correction in the AI-fueled stock market rally, with investment banking fees surging by 42% [48][50] - EasyJet's share price surged following speculation of a potential takeover by Mediterranean Shipping Company, indicating investor interest in the airline's low market value [51][52]

China imposed sanctions on five of a South Korean shipping company's US subsidiaries effective immediately. This comes as the US also begins collecting steep fees from Chinese ships coming to the US imposed under section 301. All of this the latest moves in the tip fortat trade war that sent stocks tumbling Friday and again today.I'm joined by Terry Haynes, Pangia policy founder and the Zach Necktar Wy Rain LLP chair who served from 2018 to 2021 in the Department of Commerce as assistant secretary and under ...

Core Insights - Global container volumes reached a record high in August 2025, with 16.61 million twenty-foot equivalent units (TEUs), surpassing the previous record of 16.59 million TEUs in May 2025, despite a 0.5% decline in North American imports [1][2] - For the first eight months of 2025, global container volumes totaled 126.75 million TEUs, representing a 4.4% increase compared to the same period in 2024, indicating a consistent high level of global volumes [2] - The CTS Global Price Index fell by 3 points in August to 81 points, continuing a decline since June, reflecting ongoing market adjustments despite strong volume performance [5] Regional Performance - North America experienced a 0.5% decline in imports year-to-date, contrasting with significant growth in other regions, such as Sub-Saharan Africa (up 16.4%), the Indian sub-continent and Middle East (up 8.7%), and South and Central America (up 7.5%) [2][3] - All regions except North America posted export increases, with the Far East and Indian sub-continent and Middle East seeing the largest year-to-date export increases of 6.4% and 5.9%, respectively [4] - Europe recorded a modest export growth of 0.1% year-to-date, following a 6% month-on-month decline in August [4]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors, moving towards a more diversified portfolio [1] - The trend of investing in blue-chip companies has evolved, with investors now holding a mix of stocks across various industries and market capitalizations, reflecting a more strategic approach to retirement and trading profits [1] Industry Focus - The banking sector remains a key area of investment, with holdings in both the Philippine and US markets, showcasing its stability and growth prospects [1] - The telecommunications industry is also a significant focus for investors, indicating its importance in the overall market landscape [1] - The hotel and logistics sectors are gaining traction, with investments reflecting confidence in their recovery and growth post-pandemic [1] Market Engagement - The entry into the US market has been a strategic move for investors, allowing for broader exposure and opportunities in diverse sectors such as banks, hotels, and logistics [1] - The use of analytical platforms like Seeking Alpha has enhanced the ability to compare market trends and investment opportunities between the US and Philippine markets [1]

Group 1: Global Ship Lease (GSL) - Global Ship Lease owns and charters containerships under long-term, fixed-rate charters to world-class container liner companies [1] - The company has a Zacks Rank of 1 (Strong Buy) and a Value Score of A [2] - The price-to-earnings ratio (P/E) is 2.79, significantly lower than the industry average of 6.20 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 0.4% over the last 60 days [1] Group 2: Jackson Financial (JXN) - Jackson Financial is a U.S. retirement services provider with a diverse portfolio of differentiated products [1] - The company also carries a Zacks Rank of 1 and has a Value Score of A [3] - The price-to-earnings ratio (P/E) is 4.6, compared to the industry average of 10.20 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 4.8% over the last 60 days [1] Group 3: GigaCloud Technology Inc. (GCT) - GigaCloud Technology is a pioneer of global end-to-end B2B technology solutions for large parcel merchandise [1] - The company holds a Zacks Rank of 1 and a Value Score of A [4] - The price-to-earnings ratio (P/E) is 9, lower than the industry average of 13.10 [4] - The Zacks Consensus Estimate for its current year earnings has increased by 2.8% over the last 60 days [1]

Core Insights - Three stocks are highlighted with a buy rank and strong income characteristics as of October 14th, including Global Ship Lease, Janus Henderson Group, and Jackson Financial [1][2][3] Group 1: Global Ship Lease (GSL) - GSL owns and charters containerships under long-term, fixed-rate charters to leading container liner companies [1] - The Zacks Consensus Estimate for GSL's current year earnings has increased by 0.4% over the last 60 days [1] - GSL has a dividend yield of 7.6%, significantly higher than the industry average of 1.3% [1] Group 2: Janus Henderson Group (JHG) - JHG is an investment management company providing investment advisory services across various sectors including equities and private equity [2] - The Zacks Consensus Estimate for JHG's current year earnings has increased by 2.2% over the last 60 days [2] - JHG has a dividend yield of 3.7%, slightly above the industry average of 3% [2] Group 3: Jackson Financial (JXN) - JXN is a U.S. retirement services provider with a diverse portfolio of differentiated products [3] - The Zacks Consensus Estimate for JXN's current year earnings has increased by 4.8% over the last 60 days [3] - JXN has a dividend yield of 3.4%, compared to the industry average of 1.6% [3]

Core Points - Flex LNG Ltd will release its unaudited financial results for Q3 2025 on November 12, 2025, at approximately 07:00 CET (1:00 a.m. EST) [1] - A live video webcast will take place on the same day at 15:00 CET (9:00 a.m. EST), with a Q&A session following the presentation [1] - The presentation material will be available on the company's website, and a replay of the webcast will also be accessible [2] Company Overview - Flex LNG is a shipping company focused on the Liquefied Natural Gas (LNG) market, operating a fleet of thirteen state-of-the-art LNG carriers [2] - The vessels utilize the latest generation two-stroke propulsion systems (MEGI and X-DF), which enhance fuel efficiency and reduce carbon footprint compared to older ship models [2] - Flex LNG is listed on the New York Stock Exchange under the ticker FLNG [2]

Cargo ships are the latest targets in the brewing trade war between China and the US https://t.co/w8NNqxIU0K ...

Cryptocurrencies continued to lose ground after a historic round of liquidations that triggered a sharp selloff over the weekend, as trade tensions weighed on risk assets. Bitcoin, the largest digital asset, slumped as much as 4% to about $111,200 on Tuesday morning in London, while Ether fell 7.8% to below $4,000. Smaller, more volatile tokens sank further still, dragging the combined market value of all cryptocurrencies down by more than $150 billion over a 24-hour period, according to CoinGecko data. ...