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UBS On-Air: Paul Donovan Daily Audio 'Trading into consumer demand'
Published 1 week, 5 days ago
Description
China’s July export data was somewhat stronger than expected. The big three electrification exports have collectively been important to export growth. China’s exports to the US are steady around pre-pandemic levels (using China’s data, which is probably a better reflection of trade trends). German June exports were stronger than expected and (of course) past data was revised stronger.