Futures
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TradFi
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2025 turned out to be a strong year for Chinese exports—the country just hit a record trade surplus hitting close to $1.2 trillion. But here's the thing: producers are already bracing for what's coming next. With three more years of Trump administration policy focused on rebalancing US-China trade, the pressure's on to redirect orders and shift production elsewhere. The geopolitical angle is real, and for traders watching macro trends, this kind of economic headwind could reshape supply chains and market flows across multiple sectors. Worth keeping an eye on how this plays out for asset classes sensitive to global trade dynamics.