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

UncategorizedJanuary 20, 2026947Views0Likes0Comments
One way of looking at China’s trade economy in December and for the full 2025 year is its export surge, amplified by a weak currency, deflation at home, and inflation in most of the rest of the world. China pumped up total monthly exports 6.6% to $357.8 billion in December from $335.6 billion over the…

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Casualties of the U.S.-China Trade War: 36 Million Phones

UncategorizedSeptember 17, 20251KViews0Likes0Comments
Please Dial a New Number  As U.S. and Chinese negotiators try to find a way out of tariff gridlock, one thing is certain: The smartphone supply chain has shifted significantly, upending the practices and expectations of manufacturers, logistics firms, and retailers.   China’s exports of mobile phone fell 11.6% year-on-year in August to 60.8 million sets.…

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China Reconfigures Export Markets as Shipments to U.S. Plummet

UncategorizedJune 19, 20252KViews1Like0Comments
U.S. Market Collapsing For China As Americans and Chinese officials scrambled to forge new politically acceptable trade terms, China reported a pandemic-level decline in exports to the U.S.  Chinese shipments to the U.S. fell 34.4% year-on-year in May to $28.8 billion, the steepest drop since Covid-19 upended global trade in February 2020. Chinese imports from…

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Chinese Demand Falters as Imports Decline

UncategorizedDecember 16, 20242KViews1Like0Comments
Trade in a Time of Geopolitical Adjustment The focus of the global trade world is, rightly, on President-elect Donald Trump and the U.S. debating and deciding how far they’ll go in enacting new protectionist measures. But an issue that could upend geopolitics -- with unintended consequences that will affect big issues like war and peace,…

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Trump Election Gooses Trade– Before Tariffs Hit

UncategorizedNovember 7, 20242KViews1Like0Comments
This week’s election of Donald Trump as the U.S.’s 47th president is almost certainly likely to lead to another trade war with China, and further tariffs on American imports. During the campaign, Trump said his favorite word was tariff and floated a universal 10% tariff and specific duties on Chinese imports as high as 60%.…

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50 U.S. States Have 50 Trade Economies

UncategorizedSeptember 24, 20242KViews1Like0Comments
The politics of trade in the U.S. have gotten complicated during this century, mainly because deindustrialization in the Rust Belt has cost so many factories and jobs. The free trade consensus of the 1990s that led to NAFTA and China joining the World Trade Organization in 2001 is dead.  But it shouldn’t be lost on…

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