Panjiva Research

Mexican gas surge illustrates challenges of currency manipulation assessments

April 20, 2021

The U.S. Treasury Department has declined to declare any countries as being currency manipulators in its latest review. That comes despite having determined that Vietnam and Switzerland meet the criteria and will instead carry out “enhanced engagement”. There’s a geopolitical calculus at work ... Read more →

Life After the Elections: Trump leaves currency conundrum, tariffs for Biden

December 18, 2020

The U.S. Treasury Department has declared Vietnam and Switzerland to be currency manipulators as part of a long-delayed review. Importantly, China is not designated as a manipulator, reducing the risk that President Trump cancels the phase 1 trade deal. In the case of Switzerland, most of the ... Read more →

Brexit Watch: Strides Pharma, Cipla step in but can’t offset pre-Brexit drug shortfall

October 13, 2020

Brexit negotiations are coming to a head at an intergovernmental meeting on Oct. 15, hopefully bringing to a close four years of uncertainty for supply chain planners. The U.K. Prime Minister, Boris Johnson, has stated that “the UK is prepared to end the transition period on Australia-style te... Read more →

Nevada’s copper and blood pay the price for U.S.-China trade war

February 13, 2020

U.S. trade policy has become increasingly hawkish under the Trump administration, while commentary from Democratic Party candidates suggests a similar stance could continue into 2021 no matter who wins the Presidency. The run-up to the Nevada primary on Feb. 22 may include a focus on trade mat... Read more →

Brexit Watch: Drug Shipments Down On Brexit Hangover, Headaches Remain

August 13, 2019

The healthcare sector is particularly exposed to ongoing legal and political uncertainties regarding Brexit. The senior management of Sanofi and Alliance Pharma have indicated they boosted inventories ahead of the original March deadline as a response. It’s not just about short-term planning t... Read more →

Tariff Quote Watch: Syngenta Harvests The Cost Of Tariffs With Lower Income

July 24, 2019

Syngenta blamed tariffs and flooding for a recent 34.0% year over year fall in net income, CFO Mark Patrick has stated “the economics now with these tariffs has meant it’s had impacts on Mexican farmers. It goes to resolution of current trade disputes that are ongoing between the United States... Read more →

Post-Brexit Deal Good for Swiss Medicines, Template for Norwegian Deal

February 12, 2019

The U.K. and Switzerland have signed a post-Brexit “Trade Continuity Agreement” (TCA) that should ensure trade continues at reduced tariffs. The deal could be similar to the terms of the European Free Trade Agreement and may be a template for trading arrangements with Norway and Iceland. Bilat... Read more →

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