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http://www.deltaeconomics.com/forecasting/
Delta Economics provides a unique trade forecast that covers all countries and trade corridors in the world at four digit product/sub-sector level. Click to find out more.
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http://www.deltaeconomics.com/reality-check-trade-conditions-improving/
CEO BLOG: “that the move to equities and away from Treasuries is likely to continue. Put simply, if trade conditions are improving, then so too will business prospects be. There are some markets, particularly Turkey and Russia, where improvements since September are striking.” Click here to read more.
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http://www.deltaeconomics.com/euro-auto-market-biggest-slump-in-19-years/
“Car companies from the region’s weakest economies have been hardest hit by the current economic climate. Portugal and Greece reported a fall of more than 40 percent in car sales for the first half of 2012.”
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http://www.deltaeconomics.com/latin-american-ftas-continue-to-advance-sets-a-good-example-for-trade/
“The US and Panama have finalised their FTA, due to commence on October 31st. Delta forecasts that US exports of corn are to grow by 9.6% over the next five years and exports of wheat by 7.6%, despite the country’s worst yield in the last 56 years.” Click to read more
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http://www.deltaeconomics.com/australias-mining-comes-off-the-boil/
Aided by the economic crises in advanced economies such as Europe and the US, the balance of economic power has shifted in favour of Australia. However, a recent slowdown in the mining sector is threatening consumer confidence, as well as economic growth.
Delta INSIGHTS
Click to read our analysis:
Trade HEADLINES
Get our inside view on today’s stories:
- Via Want ChinaTimes: Devalued yen hurting China’s exports. Delta’s forecast: The stronger renminbi vs weaker yen argument certainly has a plausible time frame. Since December, and Abenomics, our outlook has weakened.
- Via Market Watch: Indonesia: Exports likely to return to growth. Delta’s forecast: This optimism from the trade ministry looks well founded. We even suspect export growth could be higher than their current predictions.
- Via FT: IMF tones down criticism of UK austerity policies. Delta’s forecast: This brighter IMF verdict must not be overplayed. In a climate of extreme cautiousness, Mr Lipton still warned that the government needed to be ‘more supportive of growth’. We agree. Our forecast for trade growth to 2016 is just 2.6%.
- Via Bloomberg: Italy’s Exports to Spur Recovery in 2014, Istat Says. Delta’s forecast: We agree that Italian exports should pick up. But our emphasis differs slightly. We think 2013 growth will outstrip 2014 growth.
- Via EurActiv: EU programme seeks to boost exports to Japan. Delta’s forecast: This looks sorely needed. Our predictions for European exports to Japan are verging on the dismal. At best, we see them continuing to stagnate.
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