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Data Round-Up: U.S. Exports Continue Trending Up, Trade a Solid Positive for 18Q2

FMI’s analyses of this morning’s April International Trade report and revised 18Q1 Productivity & Labor Costs results, as well as a review of Vehicle Sales and Production.

Data Round-Up: U.S. Exports Continue to Rise Nicely, Stronger Imports Showcase Healthy Domestic Economy

FMI’s analyses of this morning’s December International Trade results and December Job Openings & Labor Market Turnover report.

Data Round-Up: Imports Surge in October, NMI Remains Very Healthy in November

FMI’s analysis this morning’s October International Trade report and November Non-Manufacturing Index.

Data Round-Up: Goods Trade, Wholesale Inventories Off to Sluggish Start for 17Q4

FMI’s analyses of today’s October Advance Indicators (Goods-trade, wholesale & retail inventories), September S&P/Case-Shiller Home Price Index and November Conference Board Consumer Confidence reports (all three attached as a single PDF) plus notes on this morning’s Richmond & Dallas Fed Bank Regional Surveys.

TOE Alert: Exports Plunge 9% in January from Year Ago; GDP Forecasts for 2016-17 Being Lowered

Key points: - In January, real (price-adjusted) exports plunged by 9% from a year ago, the most severe downturn in three years; three-month average down 5% - Declining exports are a global problem for Japan, not a China problem - Nor does it seem a problem of a global slowdown in imports, but of a Japanese loss in market share ​- Credit Suisse sees GDP growing just 0.4% in calendar 2016 and falling 0.1% in 2017 (latter assumes tax hike is implemented on schedule in April 2017)

Export Tumble in May Raises Doubts

The encouraging rise in Japan's exports seen in January-March seemed to fizzle out in April and May and real exports fell two months in a row.

Japan Exports Show "Green Shoots"

Export rebound in March in Japan makes economists more optimistic about both medium-term real exports and Jan-March GDP.

TOE Alert: How Bright A Spot Were January's Exports?

In this report, Richard argues that Japan's January exports may not be that much of a bright spot as the statistics indicated.

Currencies and Japanese Vs. Korean Exports

One of the big surprises to most economists was how little Japan’s exports have responded to the 22% depreciation of the yen since autumn 2012.