SHHHH . . . . US September trade deficit lowest in more than five years as goods exports soar (WSJ, Reuters, and more)

WSJ:

The year-to-date trade deficit is 17% larger than in the first nine months of 2024—partly reflecting a flood of imports at the start of the year as U.S. companies stocked up before tariffs landed.

The Commerce Department data was delayed by the fall government shutdown.

In September, stronger sales of gold and consumer goods, including drugs, helped lift America’s exports. On the other side of the ledger, lower imports of computers and electronics partly offset more imports of consumer products.
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-12-11-2025/card/u-s-trade-deficit-falls-to-five-year-low-FzmzzFJvZ12IyNAOhK1U?

https://www.reuters.com/business/us-september-trade-deficit-lowest-more-than-five-years-goods-exports-soar-2025-12-11/

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Top US Exports by dollar value

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so….trump policies working?

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I would love to answer that with an emphatic “YES!”

Best I can do is an emphatic “PROBABLY!”

  • One-third of our exports ($267b) are in iffy/unsteady categories (1, 9 and 10)

  • Only two-thirds $565b of our exports are in the more reliable, steady, stable categories.

Yes, we should be happy about the news, but until it gets deeper roots, it can change like the weather.

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kinda iffy

It would take only 1-2 other players to enter the market and our #9 export
becomes worthless.

The US trade deficit widened in December, capping a turbulent year of erratic tariff policy.

The goods and services trade gap expanded from the prior month to $70.3 billion, Commerce Department data showed Thursday. The shortfall culminated in a full-year deficit of $901.5 billion, still one of the largest in data back to 1960.

“one of the largest in data back to 1960.”
That is an interesting way for the article to describe it.

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