The Rise of the Mini-Deal – Everything You Need to Know About UNGA Week — Panjiva
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The Rise of the Mini-Deal – Everything You Need to Know About UNGA Week

Ags - Grains/Beans 304 Ags - Meat/Dairy 256 Argentina 58 Brazil 402 Brexit 176 China 2998 Cons. Discr. - Apparel 511 Cons. Discr. - Autos 1206 Cons. Discr. - Durables 532 Consumer Staples 774 Corp - Ports 893 European Union 844 India 529 Industrials - Aero/Defense 199 Industrials - Capital Goods 600 Info Tech - Tech Hardware 823 Japan 616 Mode - Seaborne 1818 Tariffs 1817 Thailand 136 Trade Balance 933 Trade Deals 1002 U.S. 5346 United Kingdom 377 WTO 114

United Nations General Assembly week did not disappoint in providing a breadth of trade policy events. This report considers what went as we expected, and what didn’t. There was a U.S.-Japan “mini-deal” as expected, though the autos sector’s position ahead of U.S. tariffs in November was not formally defined. There were also no moves on U.S.-China talks, though there are signs agricultural purchases by China have increased. U.S. pork exports to China rose 54.5% year over year in August, potentially helping JBS and WH Group. Progress towards a British deal with the U.S. were curtailed by ...

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