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…
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…
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.…
