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 3047 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1246 Consumer Staples 804 European Union 877 India 550 Industrials - Capital Goods 619 Japan 628 Outlook 96 South Korea 605 Tariffs 1865 Trade Deals 1017 U.S. 5398 United Kingdom 389

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 ri...

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