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

Ags - Grains/Beans 239 Ags - Meat/Dairy 194 Argentina 49 Brazil 341 Brexit 138 China 2566 Cons. Discr. - Apparel 360 Cons. Discr. - Autos 935 Cons. Discr. - Durables 323 Consumer Staples 600 Corp - Ports 782 European Union 645 India 408 Industrials - Aero/Defense 169 Industrials - Capital Goods 455 Info Tech - Tech Hardware 607 Japan 513 Mode - Seaborne 1582 Tariffs 1632 Thailand 105 Trade Balance 859 Trade Deals 894 U.S. 4555 United Kingdom 278 WTO 102

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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