China's exports to the US just hit $42.5B in August, up 34% YoY. That's the 5th straight month of growth and the second-biggest jump in 5 years.
Context matters here: Last August, exports dropped 33% to $31.6B. This year? Three months in a row above $40B.
What's driving it? AI electronics. Chips, servers, components—demand for tech built in China is outweighing tariff friction for now.
The trade war narrative hasn't disappeared, but the data shows something else: when demand is real, supply chains adjust. Tariffs slow things down, they don't always stop them.
Worth watching if this momentum holds or if it's front-loading ahead of policy changes.
Context matters here: Last August, exports dropped 33% to $31.6B. This year? Three months in a row above $40B.
What's driving it? AI electronics. Chips, servers, components—demand for tech built in China is outweighing tariff friction for now.
The trade war narrative hasn't disappeared, but the data shows something else: when demand is real, supply chains adjust. Tariffs slow things down, they don't always stop them.
Worth watching if this momentum holds or if it's front-loading ahead of policy changes.
