06/01/2026
The reality is that the market is going to remain sluggish as long as rates stay up. There is still a chance that it will improve to a 50% market, like we have been seeing recently, as opposed to the 25% we had this week. But either way, the interest rates will remain the biggest hurdle to our market gaining any momentum.
The other big headwind in this current iteration of the market is the general economic uncertainty surrounding oil prices due to the Iran conflict. Last week there was noise about negotiations getting close to a more permanent cease fire, but nothing concrete has come out of that. If the straight is re-opened and oil prices come back down then we should be able to rebound back to at least a 50% market, if not better.
clarksonsantoro.com/contact-usThe reality is that the market is g...