China’s exports to the United States fell 27% in September from the year before, even though growth in its global exports hit a six-month high.
Shipments to Southeast Asia grew 15.6% year-on-year in September. Exports to Latin America and Africa were up 15% and 56%, respectively.
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Does this suggest that merchants have added an intermediary country to the China->US supply chain?
Probably a mixture of that and dumping products on other countries (which there have been a couple of articles regarding this happening in Europe).