Carnival is paying price for not locking in its fuel exposure when compared to competitors
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Our Wednesday newsletter brings you the best of the column and what we're reading
Carriers do not seem to be baking in slowing demand
Crude demand weakens when not only jet fuel but other product prices rise too
Fertiliser is another casualty of the closed Strait of Hormuz
Polyester-heavy retailers could soon start to feel the cost of their exposure to higher oil prices
Investors are better able to value pure plays, while lacklustre units can dilute overall growth and margins at sprawling companies
Lenders may flinch at a government bailout but the alternative could be worse
