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
    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.

    SECTOR IN-DEPTH
    20 Feb 2020|Moody's Investors Service
    Slower growth of China's high- and mid-end technology sectors, a key strategic priority for the Chinese government, would disrupt the country's economic development plans.