每日更新 - 波罗的海运价指数/特雷莎·梅 / 脸谱网 The Daily Update - Baltic dry index / Theresa May / Facebook

自从唐纳德·特朗普几个星期前成为当选总统以来,金融市场,特别是全球航运业,出现了一些大的波动。波罗的海运价指数是商品运输成本的一个指标,在2008年年中达到历史最高9,500点左右,不料全球金融危机6个月后,达到21年来的最低点,仅为774点。在触及这个低点之后,市场在2009年6月反弹至大约3,700点,然而从那时起到2016年第一季度,其已经稳步下降,在今年2月触及290点。随着交易在过去几天飙升至2年高点,这一切都发生了变化。

今年第一季度末,市场开始复苏,这可能是由于北京刺激中国经济努力的结果;然而,特朗普的选举,他的财政刺激,基础设施支出和减税的承诺真正点燃了航运业。在过去几年来,散货船的需求停滞不前,从每年稳定的3-4%缓慢下降到去年没有增长。这种需求的减少导致船公司的合并,破产和投资不足。经过多年的行业低迷,现在可能有一线希望;特别是对于小公司而言。

今天我们还在伦敦举行了英国工业联合会(CBI)年会。这将是自英国退欧投票以来的第一次英国工业联合会会议。在会议上,首相特雷萨·梅将再次声明,政府的目标是在世界上最大的20个最大的经济体之中实现最低公司税,公司税目前为20%,但是到2020年将减少到17%。根据一些新闻报道,梅正寻求进一步措施,匹配特朗普计划引入15%的公司税率。降低税收将构成一个新的多点工业战略的一部分,该战略旨在做更多投资于技术,科学和研究上,控制过度的高管薪酬以及将员工纳入公司董事会。她在大会上说,“我们的现代工业战略将对商业雄心勃勃,对英国雄心勃勃”。 会议还将审查针对研究和开发的税收优惠政策,以确保创新者,科学家,技术投资者和企业家选择英国作为其全球基地。

 “工业战略”这个词并没有随着对其的批评而放弃,其令人想起在70年代政府试图保持国有企业运营但最终无济于事。梅认为,这不是要“支持失败的行业或挑选赢家”,并补充道“这是为了支持赢家,鼓励他们在长期未来投资英国,是要向每个社区和国家每个角落提供就业,促进经济增长”。鉴于目前的全球气候和英国退欧后的不确定性,这说起来容易做起来难,尽管今天上午的消息称,脸谱网将通过招聘500名新员工将英国员工人数增加50%,并将使英国成为一个技术中心。这对英国政府而言是个好消息,因为英国政府继续强调“英国在退欧结束后开放经营”。

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