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 324 Ags - Meat/Dairy 274 Argentina 63 Brazil 416 Brexit 176 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Consumer Staples 818 Corp - Ports 922 European Union 890 India 563 Industrials - Aero/Defense 206 Industrials - Capital Goods 625 Info Tech - Tech Hardware 877 Japan 638 Mode - Seaborne 1853 Tariffs 1878 Thailand 145 Trade Balance 935 Trade Deals 1020 U.S. 5418 United Kingdom 393 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 ...

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