Overall, trade deficits tend to widen with hurricanes, due to the Southeast region's bias towards exports to Latin America over imports.
Exports were flat for a second month running and that has been what is most broken in the trade picture.
Exports to the U.S. and EU have been a key source of China's GDP growth and that's not a sustainable growth model. The other key concern is whether investment will rebound. If it stays at below 30 percent I'll feel more comfortable.
Exports to the United States should increase over the next few months. The outlook for exports to Asia is slightly less clear ... but overall, I see the trade balance increasing through the rest of the year.
Exports to Central America from my home State of Nevada grew 56 percent from 2000 to 2004, far higher than the 16 percent average increase.
Exports to Asia are growing on demand for electronic parts, while exports to the United States are growing on shipments of cars.
Exports should find further support from the pickup in global economic growth.
Exports seem to be stalling and there are some signs this is already being felt by industrial production,
Exports probably would have improved a little bit but not much, so it's really just a continuation of the past - we're not looking for a dramatic change.
Exports increased by such a small amount, it's not enough to tell me the inventory problem is going to go away. We need world economic growth to start picking up.