Showing posts with label Global trade. Show all posts
Showing posts with label Global trade. Show all posts
Wednesday, August 19, 2020

19/8/20: The VUCA World of World Trade

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  WTO projections for global merchandise trade by volume: Let's take a closer look. Optimistic scenario is for a 13% y/y drop in merchan...
Friday, June 26, 2020

26/6/20: Trade Restrictions: European Companies

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BOFIT newsletter out today highlights the scale of restrictive trade measures applicable to the EU exporters across a number of significant ...
Wednesday, October 16, 2019

16/10/19: Ireland and the Global Trade Wars

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My first column for The Currency  covering "Ireland, global trade wars and economic growth: Why Ireland’s economic future needs to be...
Monday, August 19, 2019

19/8/19: Import Zamescheniye: Replacing Imports with Imports in the Age of Trade Wars

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Trump trade wars have led to increasing evidence of substitution by Chinese exporters to the U.S. with exports via third countries and sup...
Saturday, April 6, 2019

6/4/19: Industrial Production and Global Trade are Tanking

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The great convergence of simultaneously declining global trade flows and industrial production: Via topdowncharts.com The trend is a...
Thursday, February 7, 2019

7/2/19: Global Trade Indicators: Tanking

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There is no reason to panic about global growth. None. None at all... Source: topdowncharts.com with my annotations Nothing to see h...
Monday, March 26, 2018

25/3/18: Average Tariffs: 2000-2016

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So how do the world's largest 50 economies (by size) score when it comes to the average trade tariffs they have in place? Who is the f...
Saturday, October 28, 2017

28/10/17: Trade vs Growth or Trade & Growth?

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Much has been written down recently about the dramatic slowdown in growth in global trade flows. For example, after rebounding post-Global...
Friday, February 24, 2017

24/2/2017: Baltic Dry Index is Still in a Disaster Territory

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All of the discussions about the Baltic Dry Index - a proxy for global trade flows - in recent weeks was centred on the alleged recovery i...
Thursday, May 26, 2016

25/5/16: Does the Global Trade Slowdown Matter?

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The transition from the Global Financial Crisis, to the Great Recession and to currently fragile recovery has been marked not only by weak...
Tuesday, May 3, 2016

2/5/16: There's Only One Position of Integrity on TTIP: Kill It

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In a recent op-ed in FT, Wolfgang Münchau raised a very valid point that globalisation, free trade and markets liberalisation do produce ...
Thursday, January 14, 2016

14/1/16: Two Charts to Sum Up Global Growth Environment

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SocGen recently produced some interesting charts looking into 2016 trends. Two caught my eye, as both relate to long running themes covere...
Friday, January 8, 2016

8/1/16: Baltic Dry Index Hits Another All-Time Low

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Let's give another cheer to the repaired global economy... as Baltic Dry Index continues to plough new record lows: the index fell 6.9...
Tuesday, December 22, 2015

22/12/15: Baltic Dry Index: not much of a post-Fed bounce

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With the optimism of Christmas week forecast (traditionally keen on stressing the upside to the global economic conditions), let's not...
Thursday, September 24, 2015

24/9/15: The Ugly Faces of Trade Protectionism

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Neat chart from Credit Suisse summarising the extent (and distribution) of new protectionist policies across several key economies: Sev...
Tuesday, August 4, 2015

4/8/15: Global Manufacturing PMI Signals Faltering Growth in July

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Global Manufacturing PMI was unchanged in July compared to June at 51.0, signalling weak growth and stalled growth momentum. Overall, acti...
Sunday, August 2, 2015

2/8/15: Global Trade: Welcome to the Economic ICU

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An interesting, if short, note on woeful state of global trade flows from Fitch (link here ). The key point is that: Subject to all t...
Thursday, March 5, 2015

5/3/15: Baltic Dry Index: Slight Gain, Still in Pain

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With all the 'feel good' PMI readings of late, Baltic Dry Index has improved slightly (index gained 1.08% yesterday) from the hist...
Wednesday, February 25, 2015

25/2/15: Baltic Dry Index: Another Poor Day for EUrecovery Stroy

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Two weeks ago, Baltic Dry Index was at 556. Which was bad ( http://trueeconomics.blogspot.ie/2015/02/11215-baltic-dry-index-another-low.ht...
Wednesday, February 11, 2015

11/2/15: Baltic Dry Index: Another low...

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Readers of this blog would be familiar with the Baltic Dry Index and with its importance in flagging up trends in global trade and, espec...