It's been a week littered with big deals, the biggest being the near billion dollar takeover of Norway's Ocean Yield by one of the founders of the private equity industry. It's hard to think of a more positive signal of trust in the medium-term outlook.

Meanwhile, as people enjoyed going to live events again at London International Shipping Week, Mediterranean Shipping Co's Soren Toft doubled-down on recent comments from his former boss, AP Moller-Maersk's Soren Skou, that today's container shipping supply chain crunch would only ease when people started buying less stuff.