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China’s New Record: Over 1M Cars Exported in a Month

China released eye-popping June trade numbers on Tuesday. “A bit insane,” said Brad Setser…
July 29, 2026

How AI Is Driving Global Trade

Lower Growth in China  In early March, Chinese leadership set their lowest gross…
March 16, 2026

Global Trade is Moving On — Without the U.S.

One way of looking at China’s trade economy in December and for the…
January 20, 2026

TDM’s Top 10 Trade Trends to Watch in 2026

Happy New Year. While we wait on the Supreme Court to rule whether the Trump…
January 13, 2026
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