2018 Outlook: NAFTA – January or Bust — Panjiva


2018 Outlook: NAFTA – January or Bust

Canada 323 Cons. Discr. - Autos 614 Energy - Conventional 262 Mexico 475 Outlook 41 Research Recaps 25 Trade Balance 619 Trade Deals 672 U.S. 3127 USMCA 353

The sixth round of NAFTA negotiations, starting January 23, will be one of the major trade policy events for 2018. Previous rounds give little confidence that a breakthrough is possible. Without significant progress the Trump administration may choose to issue a termination notice ahead of the informal end-March deadline for talks. The stakes are high. The U.S. trade-in-goods deficit (the administration’s main policy metric) rose 8% on a year earlier in the 12 months to November 30 on a year earlier. That’s been due in part to a 13% rise in capital goods imports in November that will be ...

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