Panjiva Research — Panjiva


Showing research about Business Sentiment


Sentiment Sinks to 2012 Lows in Germany as New U.S. Tariffs Loom

European export confidence fell again in April after the German IFO survey saw a drop to 1.1% of respondents expecting higher exports from 1.5% a month before. That was the worst result since Oct. 2012 and came despite a delay to Brexit. It may reflect worries about the forthcoming U.S. sectio... Read more →


China’s Sentiment Swallow Does Not Make A Cyclical Spring

Export order sentiment among China’s businesses improved in March with the latest CFLP reading of 47.1% compared to 45.2% result in February. That may reflect optimism around U.S.-China trade negotiations but is still in contractionary territory. It also represents a seasonal rebound after the... Read more →


Europe’s Export Outlook Slumps In The Face of Brexit, Tariffs

European businesses have seen a collapse in export sentiment. The IFO survey of German managers dropped to a net 1.2% of managers expecting an expansion in export orders, the lowest since Oct. 2012. Meanwhile French managers’ sentiment has fallen to its lowest since Jun. 2015. That’s not a sur... Read more →


Trade Sentiment Warms in the U.S. While China Shivers

U.S. business sentiment regarding import and export orders improved in February. The ISM survey for imports reached 55.3% – over 50% indicates an expansion – from 53.8% a month earlier, marking the highest reading since June. Export expectations also improved to 52.9% from 51.9% suggesting the... Read more →

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