Trade Tensions
Significant supply chain disruptions spurred by the coronavirus outbreak and weak external demand will weigh on global trade, on top of existing trade disputes.
  • SUMMARY
  • REPORTS

  • SECTOR IN-DEPTH
    30 Jun 2020|Moody's Investors Service
    Some developments, such as the benefits of lower borrowing costs or challenges from fiscal austerity, will be immediate. Others, such as telemedicine’s potential transformative effect on the healthcare sector or governments’ need to confront new social mandates, will play out over several years.

    SECTOR IN-DEPTH
    05 Jun 2020|Moody's Investors Service
    Early June data on trade, manufacturing and tourism indicate a firming of the global economy, with a recovery on the way in the third quarter, in line with our view.

    SECTOR IN-DEPTH
    21 May 2020|Moody's Investors Service
    Alternative data indicators show a nascent recovery in global trade, and certain economies’ employment. Daily financial data in May show tightening spreads, increased lending and lower equity market volatility in the US and euro area.

    SECTOR IN-DEPTH
    18 May 2020|Moody's Investors Service
    The coronavirus crisis is depressing consumer demand, disrupting global supply chains and spurring export restrictions on medical and food supplies. In addition, the pandemic will complicate and possibly delay US-China “phase two” trade negotiations and UK-EU and US-EU negotiations.

    SECTOR IN-DEPTH
    07 May 2020|Moody's Investors Service
    Our latest Coronavirus and the Economy: Alternative Data Monitor indicators show a continued loss of output across the euro area in the first week of May. Other data point to a prolonged labor market deterioration in a number of regions, and trade flows plunging in advanced and emerging markets.