🌎 It's time to start a new tweetstorm to monitor global trade rebound, which should be larger than exp. in 2021.
*The drag from #Covid_19 restrictions in 🇺🇸 🇪🇺 will ease.
*Uncertainty linked to trade tensions ⬇.
*Leading sectors (semis and autos) already point to a sharp ⬆.
*The drag from #Covid_19 restrictions in 🇺🇸 🇪🇺 will ease.
*Uncertainty linked to trade tensions ⬇.
*Leading sectors (semis and autos) already point to a sharp ⬆.
🇯🇵 #Japan | In January, the value of overseas shipments climbed 6.4% YoY (fastest since Oct. 2018), rising for a second month and picking up from December’s 2% pace. 
🇯🇵 #Japan's exports, machine orders pick up as global demand recovers - Reuters
reuters.com/article/us-jap…
reuters.com/article/us-jap…
Earlier this week, 🇰🇷 figures for the first days of February (adjusted for calendar effects) were also encouraging.
https://twitter.com/C_Barraud/status/1361192862063484930
🇰🇷 #SouthKorea February 1-20 Exports Y/Y: +16.7% v +11.4% in January (full month)
*Average Daily Exports Y/Y: +29.2%❗ v +6.4% in January (full month)
➡ Link (Korean): bit.ly/3pBtWSU
*Average Daily Exports Y/Y: +29.2%❗ v +6.4% in January (full month)
➡ Link (Korean): bit.ly/3pBtWSU
🌎 #Freight | #Shipping costs are rising very quickly and it's not only a problem of supply or base effect.
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