Vietnam just posted a record trade surplus with the US, and their exports are actually climbing even with tariffs in play. That's pretty remarkable when you think about how many countries are struggling with trade barriers right now.

The numbers show resilience in Southeast Asian manufacturing. Makes you wonder how shifting trade dynamics might ripple through global capital flows and risk assets. When traditional trade routes get disrupted, money tends to find new paths.

Anyone else tracking how these macro shifts could influence market sentiment? Trade data like this usually flies under the radar until it doesn't.