U.S. Consumer Goods Imports - Wherein Lies the Rub
Our latest Forecast for U.S. consumer goods imports may look discouraging. There’s an argument, however, that imports are settling now to where they would have been absent the frenzied Covid years.
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Real Retail - Flexport Weekly Economic Report
U.S. advanced retail sales in July were even stronger than they first appeared when corrected for deflation. But that apparent aggregate strength conceals widely varying performance across sub-categories.
In Focus: Analytical Adventures – U.S. imports from China and Asia
Much has been made of the latest U.S. trade figures, which showed imports from China down nearly 24% year-to-date compared to last year.
The Import of What vs. Where - Flexport Weekly Economic Report
The latest U.S. trade numbers do show a drop in real imports, but the situation is neither as dire as it seems, nor necessarily a portent of a faltering global trading system. What we trade can have a lot to do with where we trade, and both have been shifting.
Put it On My Tab - Flexport Weekly Economic Report
One agency’s downgrading of U.S. government creditworthiness highlights the potentially dangerous mix of high debt levels and rising interest rates. The phenomenon is hardly unique to the U.S.
Are We There Yet? - Flexport Weekly Economic Report
The Fed raised its policy rate by 25 basis points this week. This most recent hike, coupled with relatively tame reports of inflation, led to some hopes that monetary tightening may now be over. It’s probably not.
The Sales Fall From Our Eyes - Flexport Weekly Economic Report
The cheery headline CPI number for May was deceiving. More reliable, recent core components of the same report show persistent inflation well above the Fed’s tolerance levels.
And the Rest is Noise - Flexport Weekly Economic Report
The cheery headline CPI number for May was deceiving. More reliable, recent core components of the same report show persistent inflation well above the Fed’s tolerance levels.