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UBS On-Air: Paul Donovan Daily Audio 'Trade time'
Published 2 months, 2 weeks ago
Description
China’s May exports were stronger than expected, with the seemingly insatiable demand of companies wanting to play with the nice shiny new toy of AI. Export data to the US was flattered by comparison to the volatility around US tariff announcements last year. Recent months have also shown strength in exports of the electrification big three—solar panels, batteries, and electric vehicles.