Weekly Economic Report 3.20.26

That thing that keeps us up at night is really messing with our sleep lately. Even before the IEEPA tariffs were struck down on February 20th and the attacks on Iran began February 28th, China was experiencing a significant improvement in its trade surplus in the first two months of 2026 – with ongoing weak performance by its domestic consumer increasingly offset by booming exports to a world (other than the US) which was already searching for cheaper goods.

EU03-20-2026.pdf

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