2Q19 Policy Outlook: Traveling Without Moving, Six Deals to Watch — Panjiva


2Q19 Policy Outlook: Traveling Without Moving, Six Deals to Watch

Ags - Grains/Beans 163 Ags - Meat/Dairy 138 Brexit 68 China 1761 Cons. Discr. - Apparel 214 Cons. Discr. - Autos 664 Cons. Staples - Food/Beverages 397 European Union 407 India 284 Industrials - Capital Goods 266 Japan 381 Outlook 42 South Korea 383 Tariffs 1172 Trade Deals 703 U.S. 3306 United Kingdom 194

A slowdown in global trade is being accompanied by glacial progress in six of the major trade negotiations identified in Panjiva’s 2019 Outlook. (1) Brexit remains in limbo until a third British parliamentary vote due next week. The no-deal deadline for leaving the EU has effectively been moved to April 12. The autos and apparel sectors are most exposed to any increases in tariffs applied by the EU. (2) Ratification of the U.S.-Mexico-Canada Agreement appears unlikely before the summer. It is being held up in part by U.S. steel duties that have failed to prevent a 10.1% year over year ri...

PANJIVA RESEARCH is a service provided by Panjiva, Inc. ("Panjiva") to relevant global subscribers, and are deemed to be Panjiva "Services" subject to the Panjiva Terms & Conditions of Use. Information contained within or made available via the Services is for informational purposes only and nothing in the Services shall constitute or be construed as an offering of financial instruments, or as investment advice or recommendations by Panjiva, Inc. or its affiliates of an investment strategy or whether to "buy", "sell" or "hold" an investment. The Services may include views and commentary about customers of Panjiva. No aspect of the Services is based on consideration of your individual circumstances, and you should determine on your own whether you agree with the information contained within or made available via the Services. Employees involved in Panjiva Research may hold positions in securities analyzed or discussed in the Services. Panjiva does not make any express or implied warranties, representations, endorsements or conditions with respect to the Services and the information contained within or made available via the Services, including without limitation, warranties as to the usefulness, completeness, accuracy, currentness, reliability or sufficiency of any information (including, without limitation, conclusions, statements, opinions, estimates, forecasts or projections of any kind) and expressly disclaims any implied warranties. Neither this disclaimer nor any of its contents may be forwarded or redistributed without the prior written consent of Panjiva. © 2019 Panjiva, Inc. All Rights Reserved.