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 318 Ags - Meat/Dairy 268 Argentina 60 Brazil 415 Brexit 176 China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Consumer Staples 805 Corp - Ports 909 European Union 878 India 551 Industrials - Aero/Defense 203 Industrials - Capital Goods 620 Info Tech - Tech Hardware 862 Japan 629 Mode - Seaborne 1845 Tariffs 1866 Thailand 145 Trade Balance 935 Trade Deals 1017 U.S. 5399 United Kingdom 389 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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