Markets this week have been shaped by a volley of global events, each leaving its mark on commodities and freight. We’ve seen flat performances across dry freight indexes, despite slight gains in Capesize and Panamax sectors, and a muted Supramax uptick offset by minor losses in Handys.

Oil and equity markets? Responding to political developments, most notably in the US, as tariffs and policy uncertainty weigh on sentiment.

If you’re following the impact of US and Canadian politics on trade, this episode provides a timely overview.

Chris Hudson joins me, Davide, to break down the effects of Trump’s executive orders and tariffs on North America’s cross-border commodity trade, alongside the newly-elected Prime Minister Carney’s reaction in Canada.

We flag the difficulties market participants are facing as they try to ada ...