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 324 Ags - Meat/Dairy 274 Brexit 176 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Consumer Staples 818 European Union 890 India 563 Industrials - Capital Goods 625 Japan 638 Outlook 96 South Korea 609 Tariffs 1878 Trade Deals 1020 U.S. 5418 United Kingdom 393

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...

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