Comment on The bond market isn’t buying what Fed Chair Warsh is sellingparentComments−seizethecheese1moYou’re right about a lot of this but there’s no evidence of trade slowing down. US exports are actually accelerating https://fred.stlouisfed.org/series/IEAXGS−cjs_ac1moI expect that this is mainly due to AI and hardware. The US is about to lose its status as the world’s biggest agricultural exporter to Brazil.−boston_clone1moWrong metric. We saw a significant drop in _imports_ until the policies were ruled unconstitutional.
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You’re right about a lot of this but there’s no evidence of trade slowing down. US exports are actually accelerating https://fred.stlouisfed.org/series/IEAXGS
I expect that this is mainly due to AI and hardware. The US is about to lose its status as the world’s biggest agricultural exporter to Brazil.
Wrong metric. We saw a significant drop in _imports_ until the policies were ruled unconstitutional.