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China’s Hidden Trade Deficit: Microchips

UncategorizedSeptember 11, 2026254Views0Likes0Comments
Another Big Month for Chinese Exports China on Tuesday reported another phenomenal month of exports. Its total shipments rose 25% year-on-year in August to $401.4 billion. Meanwhile, total imports increased 28.2% to $282.4 billion. The gap means China is on track to report a second straight year of a trade surplus of well over a trillion…

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Trade Statistics Show Inflation

UncategorizedJune 30, 2026420Views0Likes0Comments
 AI is Still Driving Trade Despite an increase in protectionism and tariffs, global trade has persisted at a steady pace thanks to a boom in sales of new technologies related to artificial intelligence. The war in the Middle East and subsequent energy crisis have only made economies more focused on restructuring in an environmentally friendly…

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Is The U.S.-China Trade War Over?

UncategorizedMay 13, 2026525Views0Likes0Comments
U.S.-China Summit This Week When Presidents Donald Trump and Xi Jinping meet in Beijing, trade, for once, won’t be the primary topic. Among more severe crises in play are the U.S. war with Iran, the rise of artificial intelligence, and China’s desire to annex Taiwan. After the Trump’s imposition of triple-digit tariffs last year, Beijing…

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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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The Lessons of China’s First-Ever Trillion-Dollar Trade Surplus

UncategorizedDecember 12, 20251KViews0Likes0Comments
The Trillion-Dollar Surplus After falling year-on-year in October, China’s exports rebounded in November enough that it is almost certain that for 2025, the country that was mired in poverty when you and I were born will become the first nation ever to record a trillion-dollar trade surplus.  The number is just a number, but it’s…

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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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Steel Trade Trends in 2025

UncategorizedNovember 15, 20243KViews0Likes0Comments
Shake-up in Global Steel The world of steel trade is in for a shake-up. New climate rules in Europe, the prospect of ramped-up U.S. tariffs on steel and an excess of Chinese steel imports mean companies around the world must calibrate their trade strategies in 2024.   With the U.S. locked in protectionism and the…

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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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