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

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