Category: International Trade
United States International Trade
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U.S. and EU Trade Policy Developments Around Chinese Imports: Implications for B2B Order Management and Fulfillment
... attention on Chinese imports are contributing to a shift toward bulk shipping and localized warehousing and fulfillment, impacting the demand for order management and fulfillment applications."Trade policy developments in the U.S. and EU are compelling ... Read More
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Macro - Weekly Briefings - US
... weakly at 1% annualized, but we think a lot of the swings in the data are driven by temporary factors, including the unseasonably cold weather in January and the front-loading of imports ahead of tariffs. Read More
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Navigating New Trade Landscape: The Impact of US Trade Tariffs on Key Industries
... to higher inflationary pressures. Retaliatory tariffs would also hurt US exporters, especially in commodity and automotive industries. The Navigating New Trade Landscape: The Impact of US Trade Tariffs on Key Industries offers a unique insight ... Read More
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Macro - Weekly Briefings - US
... Q4 2024 suggest a slowdown in the current quarter (0.0% q/q). The RIGI scheme to attract investment adds an upside risk to growth, while the La Nina weather pattern and droughts present a downside risk. Read More
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Macro - Weekly Briefings - US
The narrative surrounding policymaking and its near-term economic impact has shifted dramatically from the January to February baseline forecast. Read More
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Strategic Intelligence: US Elections 2024 Executive Briefing (Third Edition)
... in the US and worldwide. This policy agenda is the focus of this briefing The scope for new policies is now at its peak before the inevitable depletion of political capital in the run-up to ... Read More
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Macro - Weekly Briefings - US
... The big wild card remains the trade and immigration policies of the incoming administration. We will revise our February baseline to be in line with the initial wave of executive orders and actions next week. Read More
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Macro - Country Economic Forecasts - United States
... economy’s short-run potential growth rate. We've raised our projection for real consumer spending growth for this year by 0.1ppt to 2.9% to reflect the better trajectory at the beginning of 2025. We've lowered our forecast ... Read More
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Macro - Weekly Briefings - US
... odds that we may have to remove the March 25bp rate cut by the Federal Reserve from the baseline. This wouldn’t significantly alter the contours of the forecast for GDP, inflation, or the labor market. Read More
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U.S.-China Trade Relations Shaping Future eCommerce Fulfillment: Policy Changes, Potential Impacts Explained
... the analyst's rationale for this change to the model in detail. The new forecast postulates that the OMS market is poised for a CAGR of 14.8% over five years, driven by regulatory changes, U.S.-China trade ... Read More
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Trends in US Textile And Clothing Imports, 2025
... clothing alone. The report also includes an outlook for 2025 and beyond, and a statistical appendix containing data on exchange rates and US imports of cotton and man-made fibre baby garments, cotton coats, cotton dresses, ... Read More
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Plunkett's Retail Industry Almanac 2025: Retail Industry Market Research, Statistics, Trends and Leading Companies
... strategy for business development, product development and investments. Key Features: Business trends analysis In-depth industry overview Technology trends analysis Forecasts Spending, investment, and consumption discussions In-depth industry statistics and metrics Industry employment numbers Additional Key ... Read More
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Strategic Intelligence: US Elections 2024 Executive Briefing (Second Edition)
... US. Given the inevitability of change, and the prospect of its being frontend loaded, businesses must understand this outcome's implications for the US and the world - and start strategic planning Trump 2.0 will focus ... Read More
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Macro - Weekly Briefings - US
... in just enough battleground states to win the Electoral College. Key Senate races where Democrats are defending their seats have tightened, and House Democrats are no longer commanding a large lead in the generic ballot. Read More
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Macro - Weekly Briefings - US
... the bond market betting on former President Donald Trump winning the election, suggesting that there may not be significant moves after the election if he were to win, but rates could drop if Harris is ... Read More
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Navigating a New Global EV Tariff Landscape Amid Geopolitical Tensions
... to transition to EV production. However, as China solidifies its position as a global leader in the EV market and aggressively expands overseas, concerns about overcapacity, dumping, and unfair competition have grown worldwide. In response, ... Read More
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Macro - Weekly Briefings - US
... September data on consumer and producer prices were mixed, but it doesn't alter our near-term forecast for the Federal Reserve to cut interest rates by 25bps at each of its two remaining meetings this year. Read More
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Macro - Weekly Briefings - US
... rate-cutting cycle at next week's Federal Open Market Committee meeting, with the only outstanding question being whether the Fed will lower rates by 25bps or 50bps. We think the data only justifies a 25bp cut. Read More
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International Trade Financing - 2024 U.S. Market Research Report with Updated Analysis & Forecasts
... in the United States with over 100+ data sets covering 2015-2028. This Kentley Insights report is full of industry insights including historical and forecasted market size, revenue and industry breakdowns by product lines, size of ... Read More
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Key Economic Indicators of United States
... investment patterns, and inflation rates. The report aims to offer a snapshot of the United States's economic health, highlighting key areas of growth, stability, or potential concern. By analyzing these indicators, stakeholders can gain a ... Read More
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Macro - Weekly Briefings - US
... our forecast for Q4 business investment in nonresidential structures and equipment lower as we update the September baseline. The recent rise in uncertainty threatens to reduce Q4 growth in nonresidential structures by 4.3ppts and in ... Read More
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Macro - Weekly Briefings - US
... We think it would take a large, negative surprise in the labor market data between now and then to justify anything more than a 25bp cut. The preliminary benchmark revisions to nonfarm payrolls will not ... Read More
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Macro - Weekly Briefings - US
... the central bank's dual mandate will come back into view during the week ahead. Some of the data will be stickier than the prior month but won't stand in the way of a Fed rate ... Read More
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The Impact of New US and EU Tariff Policies on China's Electric Vehicle Industry
... billion to protect American workers and businesses. These tariffs primarily target critical industries impacting the future economy and national security of the United States, with a notable tariff of up to 100% on electric vehicles ... Read More
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Escalating Trade Tensions: The Effects of Expanded U.S. Tariffs on China
... only reinforces efforts to revitalize U.S. manufacturing but also highlights the severe issue of overcapacity within China’s domestic industry. Consequently, U.S.-China trade tensions are likely to escalate, increasing uncertainty in the global economic and trade ... Read More
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