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China’s Hidden Trade Deficit: Microchips

UncategorizedSeptember 11, 20260Comments

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…

Trade Statistics Show Inflation

UncategorizedJune 30, 20260Comments

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…

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

UncategorizedMay 13, 20260Comments

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…

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

UncategorizedJanuary 20, 20260Comments

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

UncategorizedDecember 12, 20250Comments

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…

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

UncategorizedSeptember 17, 20250Comments

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.…

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

UncategorizedJune 19, 20250Comments

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…

How to Think About Tariffs

UncategorizedMay 19, 20250Comments

In the new age of trade geopolitics, the only certainty is uncertainty. What we can do at Trade Data Monitor is take an educated look at trade statistics that measure what’s leaving and entering ports, crossing oceans, and flying through the air. To be sure, the scenario is less than rosy. The World Trade Organization…

Vietnam Boosting Imports from China

UncategorizedApril 3, 20250Comments

Vietnam Pivots Back to Asia Vietnam, one of the world’s most dynamic economies, now faces one of its most important challenges of this century as it faces protectionist headwinds and tepid consumer economies in the U.S. and Europe. So far, its formidable export-based economy has seemed up to the task. In 2024, overall exports rose…

Chinese Demand Falters as Imports Decline

UncategorizedDecember 16, 20240Comments

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,…

Steel Trade Trends in 2025

UncategorizedNovember 15, 20240Comments

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…

Trump Election Gooses Trade– Before Tariffs Hit

UncategorizedNovember 7, 20240Comments

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%.…

50 U.S. States Have 50 Trade Economies

UncategorizedSeptember 24, 20240Comments

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…

Don’t Overlook Germany’s Trade Economy

UncategorizedSeptember 19, 20240Comments

The conversation about global trade often leaves out the world’s fourth biggest economy and third top exporter and importer, but Germany is poised to play an even bigger role this decade as China and the U.S. remain locked in a trade war. In August, Chinese exports to Germany jumped a whopping 21.5% to $10.1 billion.…

Vietnam’s Secret Weapon: Agriculture

UncategorizedMarch 1, 20240Comments

In a tricky global economy, Vietnamese exports shrank in 2023, but the rising economic power managed to be one of the only countries to increase merchandise exports to China, thanks to a surprising surge in exports of fruits and vegetables, as well as rice, demonstrating the importance of export diversification. The Difficulties of 2023 The country of…

The Future of EU-China Trade

UncategorizedDecember 21, 20230Comments

As European Union leaders gathered in Beijing Thursday, one of their demands for China was a more equal trading relationship. “China is the EU’s most important trading partner,” said EU Commission President Ursula von der Leyen. “But there are clear imbalances and differences that we must address.” Europe’s weak consumer economy is doing its part…