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What We Are Following in the News
Financial Times has an interesting opinion piece out about the surge in talking points about American manufacturing. This chart sums it up well. buff.ly/DRTHcyb
Ahead of the tariff onslaught, China’s export engines have been running hot. Exports in dollar terms far exceeded forecasts and soared 12.4% in March from a year earlier, reversing a decline of 3% in February. Imports shrank 4.3%, leaving a trade surplus of $103 billion last month.
China has stopped retaliating against US tariffs and is considering a new strategy to counter the US, potentially using its $760 billion holdings in Treasury securities as a weapon. buff.ly/RzJ3KOM
Finding it hard to cope with the whipsawing tariff moves from the White House? You’re not alone. Companies and manufacturers are getting “a bit tired” with Trump’s constantly shifting announcements, according to the CEO of logistics giant DHL. buff.ly/dyoRhD5
Retail sales grew in March after two straight months of declines, but gains remained moderate as consumers continued to be concerned by rising tariffs. buff.ly/h75f41S
Tariffs on chips, phones, laptops still coming, commerce secretary warns. On Truth Social, President Trump said that such electronic goods are in a different tariff ‘bucket’ than what was announced on Friday. buff.ly/JcmqaiO
Thoughts on the Latest Economic News