While the Nikkei is an issue, the Baltic Dry index is not. Here is why:
The BDI is based on the availability of vessels to match cargo. Let us assume 10 vessels, and 11 loads of cargo. The BDI will go up greatly because of the shortage of carriers. However, let us assume 10 vessels, and 9 loads of cargo. The BDI will sink.
There has been a great overbuilding of vessels lately, so the BDI is not a good analysis of anything. Better if we had a raw tonnage-needed number.
Here, this should help you;
Marine Traffic Map
http://www.marinetraffic.com/en/ais/home/centerx:60/centery:56/zoom:2