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Sony Consoles Itself with Holiday VR Growth

  • By Christopher Rogers
  • · September 9, 2016
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Sony’s launch of two new, but relatively unchanged, games consoles leaves videogame growth for the holidays in the hands of VR roll-out. Panjiva data shows U.S. imports of videogames and related products fell 15% in August – normally 71% of October peak shipments. Purchases are being delayed – PlayStation-linked imports were 44% lower in August […]

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China is the Key to G20 Environmental Trade Deal

  • By Christopher Rogers
  • · September 1, 2016
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Trade is having a tough time ahead of the G20 summit on September 4, with deals struggling to pass and disputes as diverse as steel and canola. A ray of light may come in the form of the Environmental Goods Agreement. This tariff cutting plan should help solar- and wind-power equipment. Panjiva data shows U.S. […]

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The Changeable Attractions of Denim

  • By Christopher Rogers
  • · August 26, 2016
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The U.S. and U.K. have been growth markets for Chinese denim over the past five years, with China’s global exports rising 12.5% in dollar terms in June 2016. The U.S. is not a growth market more generally though, with imports of denim apparel falling 6% in July, dragged down by kids clothes. One bright spot […]

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I Don’t Wanna Dolly, I Wanna PlayStation VR!

  • By Christopher Rogers
  • · August 19, 2016
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The month of July normally represents the start of the toy import season ahead of the holidays, and represents around 9% of annual shipments. This year is off to a swift start, with a 7% growth in imports in July. Amongst the categories dolls and figures continue to stumble, falling 4% in July after a […]

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July 2016 – US Imports Return to Growth on Europe, Furniture

  • By Christopher Rogers
  • · August 12, 2016
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U.S. seaborne imports returned to growth in July, rising 2.2% on a year earlier according to Panjiva data. Geographically this was driven by growth from the European Union (5.7%) and China (4.8%), while furniture and toys grew strongly in terms of products. For the full year this could mean 1.6% growth overall, a picture that […]

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The Athleisure Trend is So Over

  • By Christopher Rogers
  • · August 10, 2016
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Lululemon and Under Armour warn third quarter will be difficult. Panjiva data shows yoga and track-clothing imports to U.S. down 28% and 44%. Imports of trainers still strong though, favoring Adidas and Skechers The sportswear industry has seen a strong performance recently, with Lululemon beating analysts’ expectations for sales back in June, according to Bloomberg, […]

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Deciphering the Deficit – Why did June Jump?

  • By Christopher Rogers
  • · August 1, 2016
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U.S. trade deficit higher than expected. Exports drop, not helped by autos. Seaborne import shipments – flagged by Panjiva two weeks ago – fall, yet airborne increased. The advance U.S. trade deficit, published in a new format on Thursday by the Census Bureau, came in at $63.3 billion. This was 3.8% higher than in May […]

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Samsung Winning the Phone Wars in a Shrinking Market

  • By Christopher Rogers
  • · July 22, 2016
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Trade data is about more than just containers – it can also be used to track the electronics industry. U.S. smartphone imports fell 3.2% in May vs. 2015, vs. expectations of growth for the full year. Samsung appears to be well ahead of the game, with imports from South Korea and Vietnam jumping 47%. Smartphone […]

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The M-pires Strike Back in June Shipping Performance

  • By Christopher Rogers
  • · July 20, 2016
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Panjiva’s U.S. import data provides an insight into the relative competitive performance of the major shippers. So, how did they do in June and in the second quarter as a whole? As we highlighted in an earlier post, June was a weak month overall, with total volumes imported falling 3% in TEUs vs. May and 1.4% […]

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Tracking Turkish Supply Chain Risk

  • By Christopher Rogers
  • · July 18, 2016
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The attempted military coup over the weekend in Turkey appears to have put strain on Turkish-U.S. relations, with Turkish threats and the U.S. cancelling flights. So, where are the supply chain risks? Panjiva data shows the largest import lines for the U.S. from Turkey, during the first half of 2016, include stone and ceramics, carpets […]

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