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global trade

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China’s Steady Hand, Part 1: Factories Fill the Gap as Housing Woes Deepen

China’s steady growth over the summer masked an increasingly fragile domestic economy, where consumer caution and a collapsing property market threaten the sustainability of its export-led expansion.

Europe’s Prestige Auto Giants Rattled by Trade Turmoil and Chinese Retrenchment

Mercedes-Benz and Porsche have been forced to revise their 2025 outlooks amid punishing U.S. tariffs and faltering Chinese demand.

The Quiet Exit from American Trade, Part 2

Europe, Canada, and others are accelerating trade deals that quietly shift the balance of global commerce away from the United States.

The Quiet Exit from American Trade, Part 1

Faced with rising U.S. tariffs, Europe and its allies are building a new trade order that sidesteps Washington’s volatility.

The China Flood, Part 1: How Beijing’s overproduction is triggering a second export shock worldwide

Two decades after China reshaped the U.S. economy with cheap goods and fast manufacturing, a new export wave is spreading beyond America’s borders.

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