Trade

Economic data and analysis related to Trade

NOV 10, 2026Trade Policy

October 15 Deadline, November 2 Announcement: The Missing Compliance Update in Mexico Labor Pact

The November 2, 2026 announcement of a U.S.-Mexico labor-rights agreement at Industrias Tecnos arrived with an awkward calendar twist: its stated completion deadline, October 15, had already ...

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NOV 04, 2026Trade Balance

September Trade Deficit Narrows by $0.7 Billion, but Real Goods Gap Widens Sharply: November 4, 2026 Report Unpacks the Contradiction

The U.S. trade deficit edged down by a slim $0.7 billion to $105.0 billion in September, according to the November 4, 2026 official release. At first glance, the headline suggests progress in n...

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OCT 06, 2026Trade Balance

U.S. Trade Deficit Hits $105.6 Billion in August: Goods Drag, Services Offset, and the Real Story Behind the Numbers

The October 6, 2026 Census Bureau/BEA trade release dropped a bombshell: the U.S. goods-and-services deficit surged to $105.6 billion in August, a hefty jump from the revised $92.8 billio...

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SEP 03, 2026Trade Balance

U.S. Trade Deficit Surges $17.4 Billion in July as Capital Goods Imports Run Hot

*September 3, 2026, U.S. International Trade Report Unveils a Sharp Reversal After Earlier 2026 Gains*

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AUG 04, 2026Trade Balance

Trade Deficit “Improves,” Demand Doesn’t: Inside the 2026-08-04 Trade Release

## PRESS RELEASE SUMMARY (Context From the Official 2026-08-04 Release)

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JUL 20, 2026Trade Policy

“25% on Certain Goods” or “Most Imports”? July 19 Release Leaves Brazil Tariff Scope to the Imagination

## PRESS RELEASE SUMMARY

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JUL 08, 2026Trade Balance

May’s Trade Gap Blows Out to $77.6B: Goods Deficit Jumps 28.8% While Gold Skews the Map

## PRESS RELEASE SUMMARY

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JUN 09, 2026Trade Balance

April Trade Gap Slips to $55.9B, but the Three‑Month Average Rises—Price, Not Volume, Did the Work

## PRESS RELEASE SUMMARY

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JUN 01, 2026Trade Policy

USTR’s Vietnam IP Probe Goes Big on Claims, Thin on Evidence: May 29 Release Leaves Markets Guessing

## PRESS RELEASE SUMMARY

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MAY 11, 2026Trade Policy

“Public” Without the Public: USTR’s May 4 Section 301 Hearings Cite 16 Economies, Name None

## PRESS RELEASE SUMMARY

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MAY 05, 2026Trade Balance

Real Goods Deficit Jumps 6.7%: March’s Headline Hides a $4.1B Goods Widening

The official trade report dated 2026-05-05 trumpets a “modest” deterioration in the overall deficit to $60.3 billion (+4.4%), but the real story is worse: in 2017 dollars, the real goods defi...

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MAY 04, 2026Trade Policy

Enforcement Without Teeth? USTR’s April 30 Release Trumpets Action While Delaying Decisions

## PRESS RELEASE SUMMARY

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APR 20, 2026Trade Policy

Record Exports Meet Universal Tariffs: The 24% Deficit Claim Without a Baseline

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APR 06, 2026Trade Policy

24% Goods-Deficit Drop vs “$314B Record” Exports—But No Overall Balance

## PRESS RELEASE SUMMARY

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APR 02, 2026Trade Balance

Gold-Plated Exports, Real-World Deficit: February Trade Gap Widens to $57.3B Despite 54.8% YTD “Improvement”

On April 2, 2026, the latest trade report delivered a paradox: the February deficit widened to $57.3 billion (from a revised $54.7 billion in January), even as the headline narrative leaned...

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MAR 23, 2026Trade Policy

Tariffs Unfrozen, Numbers Missing: March 16 “Resolution” Rests on Two Reinstatements and a Lot of Silence

## PRESS RELEASE SUMMARY

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MAR 12, 2026Trade Balance

Trade Deficit Shrinks 25.3% in January, But the Three-Month Average Rises: The Real Signal Isn’t the Headline

## PRESS RELEASE SUMMARY (March 12, 2026)

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JAN 19, 2026data-driven

The 2025-12-22 Tariff Victory Lap: Big Claims—3.8% Growth, 2.7% Core Inflation—Sparse Evidence

## PRESS RELEASE SUMMARY

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DEC 12, 2025trade_balance

The Trade Deficit Shrinks to $52.8B—But Gold and Prices Did the Heavy Lifting

## PRESS RELEASE SUMMARY

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DEC 08, 2025data-driven

The 25% Pharma Paradox: U.S.-U.K. Deal Spins Higher Prices as a Consumer Win

In a masterclass of political narrative, the administration’s December 1, 2025, press release announced a landmark pharmaceutical agreement with the United Kingdom. The headline promise? To "br...

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DEC 01, 2025data-driven

USTR's November Surprise: A Masterclass in Trade Policy Misdirection

On November 26, 2025, the Office of the U.S. Trade Representative (USTR) released a flurry of what appeared to be routine procedural announcements. But beneath the dry, legalistic language was a co...

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