In today’s briefing:
- The Coming Global Trade Re-Ordering
The Coming Global Trade Re-Ordering
- China’s exports to the US dropped $7bn in April from March as the impact of tariffs kicked in.
- But its overall exports were barely impacted due to a jump in shipments to the rest of the world.
- This should ring a few alarm bells as to how the world will absorb the coming flood of Chinese imports, given Beijing’s struggles to lift consumption at home.
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