Are China's Exports on the Rebound?

The video discusses the challenges in accurately forecasting export numbers for January and February due to seasonal effects and a low base from the previous year. It highlights positive factors like global sentiment and a weak yuan contributing to better forecasts. However, it identifies the US administration under Trump as a significant risk, with potential tariffs impacting Chinese exports and GDP. Goldman Sachs suggests targeted tariffs on competitive sectors. The video concludes with an overview of the trade balance and potential impacts of a US-China trade war.

What is the significance of the new administration in the US for China's exports?

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What is the expected trade balance for the US-China trade in December compared to January?

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