Macro · Eurozone
Will the ECB cut rates before September?
72.4%▲ +4.1%03:21 GMT
The Morning Brief · No. 1,142
A nervous week for shipping.
Container rates are wobbling on the Asia–Europe lane. Three of your watched forecasts shifted overnight; one crossed its action threshold.
Wednesday, 13 May 2026
Continuously updated · 03:21 GMT
Action threshold crossed
Probability of a Suez disruption (Q3) crossed 40% for the first time since November.
Overnight movements
All forecasts →Live
Shipping · Asia–EU
Container rates to clear $2,400/FEU by July
38.0%▼ -2.6%03:18 GMT
Energy · Brent
Brent spot above $90 within 90 days
54.7%▲ +1.2%02:54 GMT
What we noticed
14 signals · last 24h03:14 GMT
Reuters · Logistics
Houthi spokesperson signals "expanded coverage" of Red Sea corridor
+4 forecasts moved
02:58 GMT
ECB · Press release
Lagarde reiterates "data-dependent" stance, dampening June cut odds
P75 · ECB
02:32 GMT
Bloomberg · Energy
Saudi delegation arrives in Vienna two days early for OPEC+ pre-meet
Updating
01:48 GMT
On-chain · CN ports
Yantian queue length up 23% week-on-week, breaks 6-month average
+2 forecasts moved
00:55 GMT
Reuters · Politics
German coalition partners hint at consensus on stimulus package
Draft