The Rise of the Mini-Deal – Everything You Need to Know About UNGA Week — Panjiva
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The Rise of the Mini-Deal – Everything You Need to Know About UNGA Week

Ags - Grains/Beans 284 Ags - Meat/Dairy 248 Argentina 54 Brazil 380 Brexit 174 China 2918 Cons. Discr. - Apparel 454 Cons. Discr. - Autos 1125 Cons. Discr. - Durables 462 Consumer Staples 740 Corp - Ports 861 European Union 782 India 468 Industrials - Aero/Defense 192 Industrials - Capital Goods 559 Info Tech - Tech Hardware 739 Japan 575 Mode - Seaborne 1765 Tariffs 1771 Thailand 124 Trade Balance 924 Trade Deals 982 U.S. 5260 United Kingdom 339 WTO 114

United Nations General Assembly week did not disappoint in providing a breadth of trade policy events. This report considers what went as we expected, and what didn’t. There was a U.S.-Japan “mini-deal” as expected, though the autos sector’s position ahead of U.S. tariffs in November was not formally defined. There were also no moves on U.S.-China talks, though there are signs agricultural purchases by China have increased. U.S. pork exports to China rose 54.5% year over year in August, potentially helping JBS and WH Group. Progress towards a British deal with the U.S. were curtailed by ...

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