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The Twin Shocks Widening America's Trade Gap
The US trade deficit surged to $77.6 billion in May 2026, its widest in over a decade. Lucas and Luna break down the two forces driving that number: rising oil prices from renewed Middle East tensions and a rout in semiconductor exports tied to the Asian tech sell-off. They discuss how the still-strong dollar compounds these pressures, what the deficit says about US competitiveness, and whether the recent dollar weakness is enough to turn the tide. A look at how geopolitics and global demand shocks are reshaping the trade landscape in real time.
#TradeDeficit #USEconomy #OilPrices…
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