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 297 Ags - Meat/Dairy 250 Argentina 57 Brazil 393 Brexit 175 China 2966 Cons. Discr. - Apparel 492 Cons. Discr. - Autos 1174 Cons. Discr. - Durables 511 Consumer Staples 756 Corp - Ports 876 European Union 821 India 508 Industrials - Aero/Defense 196 Industrials - Capital Goods 579 Info Tech - Tech Hardware 791 Japan 599 Mode - Seaborne 1797 Tariffs 1789 Thailand 132 Trade Balance 932 Trade Deals 999 U.S. 5312 United Kingdom 365 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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