Panjiva Webinar – Global Trade Outlook for 2017 — Panjiva


Panjiva Webinar – Global Trade Outlook for 2017

Alliances 74 Automotive 518 Canada 300 Canals 72 Carriers 498 China 1469 Containerized 849 Earnings 310 European Union 334 Finance 118 Food & Drink 333 Global 510 NAFTA 330 Outlook - Industries 17 Outlook - Policy 15 Rates 122 Research Recaps 25 Retail - Apparel 170 Retail - Leisure 122 Seaborne 1066 Tech - Electronics 315 Tech - Telecoms 106 Thailand 67 Trade Cases 897 Trade Deals 623 U.S. 2757 Vietnam 137

We held a webinar on January 11 to discuss the outlook for global trade in 2017. The topics covered, which were covered in Panjiva research from December 30 through January 4, included:

2016 in Review: Last year was one of shocks (Trump, Brexit, Hanjin Shipping) and not-so-surprising surprises (falling shipping rates, struggling trade deals and lots of trade cases in steel).

Trade Deals to Track in 2017: 2016 brought a great many uncertainties to trade policy globally, 2017 should bring full or partial resolution to deals from Nafta and RCEP to Brexit and the SLA.

Shipping Industry Questions to Answer in 2017: The shipping industry may have a better year in 2017. Corporates have responded to weak rates with corporate deals, though these face regulatory risks and will need continued discipline on capital spending and scrapping to be a success.

Trade Sensitive Industries to Watch in 2017: Global supply chains face further upheaval in 2017. Autos, toys, consumer electronics and agriculture all face tariff and nontariff threats. Non-trade policies may also impact trade in renewable energy equipment and weapons, while technology may (finally) make a big difference to apparel.

The Q&A session covered border adjustment tax, potential new trade cases to be launched, ‘black swan’ risks and the prospects for a U.S./U.K. deal.

PANJIVA RESEARCH is a service provided by Panjiva, Inc. ("Panjiva") to relevant global subscribers, and are deemed to be Panjiva "Services" subject to the Panjiva Terms & Conditions of Use. Information contained within or made available via the Services is for informational purposes only and nothing in the Services shall constitute or be construed as an offering of financial instruments, or as investment advice or recommendations by Panjiva, Inc. or its affiliates of an investment strategy or whether to "buy", "sell" or "hold" an investment. The Services may include views and commentary about customers of Panjiva. No aspect of the Services is based on consideration of your individual circumstances, and you should determine on your own whether you agree with the information contained within or made available via the Services. Employees involved in Panjiva Research may hold positions in securities analyzed or discussed in the Services. Panjiva does not make any express or implied warranties, representations, endorsements or conditions with respect to the Services and the information contained within or made available via the Services, including without limitation, warranties as to the usefulness, completeness, accuracy, currentness, reliability or sufficiency of any information (including, without limitation, conclusions, statements, opinions, estimates, forecasts or projections of any kind) and expressly disclaims any implied warranties. Neither this disclaimer nor any of its contents may be forwarded or redistributed without the prior written consent of Panjiva. © 2018 Panjiva, Inc. All Rights Reserved.