Tariff Quote Watch: Tariff Discussions Subside as Brexit Worries Rise — Panjiva
Más

Panjiva_research_logo

Tariff Quote Watch: Tariff Discussions Subside as Brexit Worries Rise

China 1760 Cons. Discr. - Apparel 214 Cons. Discr. - Durables 108 Cons. Discr. - Retailing 156 Industrials - Capital Goods 265 Tariff Quote Watch 91 Tariffs 1170 U.S. 3301

With 96.2% of companies have reported calendar 4Q earnings there’s signs that tariffs on imports from China and of metal are increasingly a business-as-usual issue. Only 15.6% of non-financial corporates mentioned the topic of tariffs in their conference calls since Jan. 1, down from 21.6% the prior quarter. Brexit is an increasing concern, however, with 10.9% of companies mentioning the topic compared to 2.7% in 2Q 2018. That’s somewhat unsurprising given uncertainty around Brexit is unlikely to be resolved until June. A drop in mentions of tariffs and Brexit in the metals sector to 25....

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.