Panjiva Research

2019 Outlook: Decision Making In An Era of Uncertainty, Views from Across S&P Global

January 31, 2019

Panjiva’s 2019 Outlook event in New York brought together six speakers from across S&P Global and Moelis & Co. to discuss the impact of an uncertain policy environment on the economy and business decision making. The trade war between the U.S. and China will only have a minor impact ... Read more →

2019 Outlook: The View from Panjiva’s Co-Founder

January 14, 2019

Will 2019 be a year of pivotal achievement or heavy disappointments for global trade deals? With 2018 having become another outstanding year for global trade, it is tempting to conclude from the early signs of slowing growth and rising protectionism flowing into 2019 that trade’s rosy times ma... Read more →

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2019 Outlook: The Year Ahead for Global Supply Chains

January 10, 2019

Panjiva’s 2019 Outlook series has identified over 25 issues to watch for global supply chains including in the fields of global policy, the logistics industry and corporate strategies. In U.S. trade policy the ongoing negotiations with China are the key area to watch. We expect a transactional... Read more →

2019 Outlook – Industries: Survey Shows Trade Tensions Weigh on Sourcing Strategies

January 10, 2019

A resolution, or otherwise, of the U.S.-China trade war will be one of the defining issues for global supply chains in 2019. Panjiva surveyed over 270 corporations in the past three weeks to determine businesses’ views and plans regarding the imposition of bilateral tariffs. Only 8% of respond... Read more →

2019 Outlook – Black Swans: Trade War May Be The Least Of Our Worries

January 8, 2019

The integration of global supply chains leaves them vulnerable to “black swan” – low likelihood, high impact – events. The U.S.-China relationship may worsen should North Korea back away from denuclearization. America may well blame China, jeopardizing a trade deal even though Chin... Read more →

2019 Outlook – Industries: Supply chain change faces uncertainty now, necessity later

January 7, 2019

Wide-ranging trade policy uncertainties in 2019 will force companies to explicitly address their supply chain strategies both internally and with investors. Most businesses are less upbeat about the outlook for global trade than a year ago according to the latest sentiment surveys. Some compan... Read more →

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2019 Outlook – Logistics: Getting Back To Basics

January 4, 2019

The global logistics industry had a challenging 2018 due to rising fuel costs and overcapacity. The coming year won’t be any easier. Attempts to rebuild profitability, which fell by 2.4% points at the EBITDA line for the container-lines and 0.6% points for the freight forwarders, may include s... Read more →

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2019 Outlook – Global Policy: Golden Age Followed by Tarnished Deals

January 3, 2019

The launch of the CPTPP trade area in Asia and a series of bilateral deals in 2018 may prove a high point for global trade policy, with 2019 offering a more challenging outlook. The impact of Brexit, due Mar. 29, will depend on whether the British Parliament will approve the withdrawal agreeme... Read more →

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2019 Outlook – U.S. Policy: Two Disappointments, Two Delays and a High-Wire Act

January 2, 2019

The are five major trade policy actions that matter for the administration of President Donald Trump in 2018. The first two – passage of USMCA and the automotive section 232 review – may not go the way the administration wants. Passage of USMCA is dependent on the support of the Democratic Par... Read more →

2018 Review: Deals Done and Not Done – What We Got Wrong and Why

December 21, 2018

Global supply chains bring surprises every year, confounding even the hardest working prognosticators. Panjiva research got (at least) five things wrong. The RCEP trade deal wasn’t passed, largely due to “Make in India” tariffs, and may make little additional headway in 2019 unless such tariff... Read more →

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