First China. Then ROW: The two phases of the COVID shock are clearly visible in the global shipping data. @Michael_Pooler

First China. Then ROW:
The two phases of the COVID shock are clearly visible in the global shipping data.
@Michael_Pooler @TomHale_ on how the industry has adjusted to the shock with less pain than in 2008.
One for @SoberLook
ft.com/content/65fe46… https://t.co/q7avL5iaMU

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