Panjiva Research — Panjiva


Showing research about Germany


Improving U.S. export sentiment faces realities of coronavirus

U.S. business sentiment towards international trade improved in the latest ISM survey. A rebound in export sentiment to 53.3 (where a figure over 50 represents an increase) from 47.3% a month earlier was likely the result of the U.S.-China phase 1 trade deal. It should be borne in mind though ... Read more →


Balanced Picture For Global Trade Could Tip on Tweets and Sneezes

Global export activity slipped 1.4% year over year in November, marking the sixth straight decline. There’s some bright spots looking beyond November. Of the 16 countries to have reported December data, half have shown a growth in exports. Additionally, business export order sentiment in Germa... Read more →


2020 Outlook: Trade War in Waiting – U.S.-EU Relations

A worsening of trade relations between the U.S. and EU could be the defining factor for global trade policy in 2020. Talks that started in July 2018 made little progress ahead of the arrival of a new European Commission as well as because of threatened, but not implemented, U.S. automotive tar... Read more →


Pessim-ISM Returns to U.S. Export Order Outlook as Trade Contracts

U.S. business confidence regarding international trade has taken a step backwards in November. The latest ISM survey shows the export order index fell to 47.9% – where below 50% indicates an expected contraction – from 50.4% a month earlier. That’s perhaps not a surprise given U.S. exports fel... Read more →


Global Trade Slide Confirmed in September, Continued in October

Global trade activity continued to contract in September. CPB World Monitor data shows export activity fell by 1.4% year over year from a 1.0% slide in August, led by a 2.8% drop in exports from China and a 3.3% decrease in exports from emerging Asia ex-China. That shouldn’t be a surprise give... Read more →


Green Shoots in the Fall Not Necessarily a Sign of Global Recovery

U.S. export order expectations returned to positive territory in the latest ISM survey, with a reading of 50.4% where 50.0% or above indicates expansion. The previous month’s survey saw a 41.0% result. The commodity purchase focused “phase 1” trade deal with China may be a driver of optimism f... Read more →

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