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China’s Hidden Trade Deficit: Microchips

September 11, 2026
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%…

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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

Trade Statistics Show Inflation

 AI is Still Driving Trade Despite an increase in protectionism and tariffs, global…
June 30, 2026

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

U.S.-China Summit This Week When Presidents Donald Trump and Xi Jinping meet in…
May 13, 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

Chinese Exports Down 1.1% in October

The Chinese export juggernaut finally started to show the impact of protectionism and…
November 12, 2025

Is Global Trade Too Strong for Tariffs?

Global Trade Can Take a Punch This month, markets have swerved to adjust…
October 15, 2025

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

Please Dial a New Number  As U.S. and Chinese negotiators try to find…
September 17, 2025

Global Coal Trade is Finally Faltering

China Cuts Coal Imports For years, as governments around the world embraced clean…
August 25, 2025

China Ramps Up Exports to Vietnam Amid Transshipment Worries

Made in Vietnam (or China) At a time when trade officials around the…
August 7, 2025

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

U.S. Market Collapsing For China As Americans and Chinese officials scrambled to forge…
June 19, 2025

Chinese Exports to U.S. Plunge Along With Smartphone Shipments

First Impact of U.S. Tariffs Chinese shipments to the U.S. plummeted 21% year-on-year…
May 19, 2025

Tech Sector Resilient as Chinese Imports Fall Steeply

Rocky Waters It’s a perilous time for the global trading system. President Trump…
March 12, 2025

Record Chinese Global Surplus Neared $1 Trillion in 2024

The Trillion-Dollar Surplus In 2024, China recorded the biggest global trade surplus in…
January 27, 2025

Chinese Demand Falters as Imports Decline

Trade in a Time of Geopolitical Adjustment The focus of the global trade…
December 16, 2024

Trump Election Gooses Trade– Before Tariffs Hit

This week’s election of Donald Trump as the U.S.’s 47th president is almost…
November 7, 2024

China Finally Affected by Protectionist Tariffs

September Rain China posted lackluster trade figures in September, highlighting how it might…
October 23, 2024

It’s a Good Summer for Trade But China Ag Imports Fell In July

During a summer that’s been a boon for free trade despite a looming…
August 12, 2024

How Tariffs Are Reshuffling EV Trade

Age of the EV We’re entering the age of the electric vehicle, and…
July 11, 2024

China’s EV Export Boom is Driving up Demand for RoRo Ships

China’s electric car export boom has fueled demand in the country for automobile…
April 15, 2024

China Reboots Trade Thanks to Africa, India, Latin America

Don’t let anybody tell you that globalization is dying—at least, not yet. Global…
March 11, 2024

Vietnam’s Secret Weapon: Agriculture

In a tricky global economy, Vietnamese exports shrank in 2023, but the rising…
March 1, 2024

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