Spot container freight rates are currently at record-high levels, three times the level at this point last year and twice the full-year 2020 average, though major carriers such as Maersk expect it to normalize in the second quarter of 2021 and beyond.
"Another secular disinflation factor is waning: the supply of workers vs non-workers is about to peak just when deglobalization and lower savings rates are likely to increase costs too," Hauner said. "Among EM countries, an environment of rising inflation and rates favors markets that are resilient against higher funding costs and in fact benefit from rising commodities," Hauner said.
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