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Showing research about Industrials - Capital Goods

Two Trade Wars, a Rate War and Four Tariff Reactions

Last week saw a tumult of trade policy activity including: a worsening of the U.S.-China trade war, with little sign of renewed talks; the declaration by the U.S. that car imports are a security threat, souring relations with the EU; USMCA’s ratification became more likely following a re... Read more →

20190419-shipbuilding-orders

Shipbuilding’s Still Sinking at Start of 2019

The global shipbuilding industry has had a weak start to 2019. New vessel orders in China have slumped 70.4% year over year in 1Q. Meanwhile the remaining orderbook at Chinese yards fell to its lowest since Nov. 2017 at the end of March. The three largest export markets – China, Japan an... Read more →

20190418-exemptions-stages

Caterpillar Gets Tariff Exemption, Won’t Lift The Business

The U.S. Trade Representative has granted exemptions from 25% duties on Chinese exports to 21 products in petitions filed by 35 companies. That brings the rate of approvals for exemptions to 21.4% of decisions made, though 50.9% of the 13,761 requests have yet to be determined. The latest roun... Read more →

20190418-eu-retalation-total

Deere Pays The Price as EU Gets Its Retaliation in Early

The European Commission has launched a consultation through May 31 into potential retaliatory duties against U.S. aerospace subsidies. While that’s part of a WTO process it comes at the same time as the U.S. has launched a section 301 review of duties to be applied in retaliation for EU ... Read more →

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