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How China's 35 Percent Export Surge Reshapes Global Trade
China's exports to the U.S. jumped 35% in May 2026, the fastest growth in five years. Lucas and Luna unpack what's driving the surge: a tech export boom in semiconductors and solar, front-loading ahead of potential tariff hikes, and the weak yuan. They discuss how this reshapes supply chains, pressures emerging markets, and raises questions about the future of trade flows. Plus, a look at the data: emerging market ETFs bleeding capital while China's exports soar.
#ChinaExports #GlobalTrade #SupplyChain #TradeWar #Yuan #Tariffs #Semiconductors #Solar #EmergingMarkets #EEM #FXI…
The skinny
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