The question is raised by @dsmitheconomics about a somewhat underwhelming global goods export performance on top of known struggles with EU exports. I suggest in the first instance looking at some big players - Rolls Royce, Honda, Scotch...
https://twitter.com/ST_Business/status/1449659089521364994
The Honda plant that just closed was our major car exporter to the US. That's something we're unlikely to get back. Scotch exports to the US were affected by tariffs which were only recently lifted. Rolls Royce engines for planes will have been in less demand recently we suspect.
What is more worrying about future UK goods exports is the lack of inward investment in that area (services like fintech are keeping the figures looking good). So we'll always have Scotch, aviation and defence, and luxury cars. But where's the growth coming from?
My suspicion has always been that Brexit pushes us further in the direction of our existing services exports strengths, in which case we should be paying a lot more attention in terms of both trade and domestic economic policy. And also the politics of this.
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