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 318 Ags - Meat/Dairy 268 Brexit 176 China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Consumer Staples 807 European Union 882 India 553 Industrials - Capital Goods 623 Japan 631 Outlook 96 South Korea 605 Tariffs 1870 Trade Deals 1017 U.S. 5404 United Kingdom 391

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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