China outsmarts the world - Source The Kobeissi Letter
Sept. 24, 2026
China’s exports rose +25% YoY in August, their 3rd-largest monthly reading in at least 2 years.
At the same time, imports surged +28%, pushing the monthly trade surplus to +$119 billion and the year-to-date surplus to +$806 billion.
This puts China’s trade surplus on track for another annual record, following the $1.2 trillion seen in 2025.
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