When will we hit bottom?

Global trade has dropped significantly.

image

 

Now some one may say that this graph is represented in USD and hence due to the strength of the USD and global currency wars is not a ‘real’ indication of the global trade situation.

Okay let’s look at another graph.

 

image

 

If that does not look too good, try combining them.

image

 

Get the picture?

And still going down – my guesstimate is another 6 months.

Which company is safe in this situation – in which industry?

 

 

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