Panjiva Research Panjiva Research

The USDA’s action against Brazilian beef will help U.S. ranchers sell more in China. Also: we take a look at trade implications from corporate actions by Ikea in augmented reality and Diageo’s tequila bet on George Clooney.

President Trump will hold meetings with Prime Minister Modi of India and President Moon of South Korea - we take a look at what’s at stake. Also: we unpick Ambassador Lighthizer’s comments on NAFTA; and take a look at a potential COSCO/Orient Overseas deal.

Global trade opportunities can lead companies to make similar moves for very different reasons, as we find with Ford and Tesla’s moves into China. Also: the ONE shipping merger is rejected by South Africa; and the EU strikes a hawkish tone ahead of the U.S. steel case decision.

Strike action in Spain continues to disrupt trade - we find Maersk and MSC are most exposed among the U.S.-bound carriers. Also: the U.K. wants a trade deal with the U.S., but does the U.S.?; and we find the PC market is weakening in our monthly review of the computer industry.

Talks among the BRICS countries could lead to an expanded group, but will likely focus more on security than trade at first. Also: we preview the Brexit talks that started today; and our monthly review of smartphones shows growth for Pegatron and rising prices for American consumers.

Maersk’s CEO has pointed to increasing market share - we see evidence in both the U.S. and Brazil. Also: COSCO is shifting volumes to Long Beach; and our monthly review of U.S. generic pharmaceutical imports shows they are on the rise ahead of a new Executive Order.