For the US trade deficit to fall (setting the effect of falling oil prices aside), exports have to grow faster than imports -- or imports have to fall faster than exports. If exports fall faster tha…

One might be “Foreigners love US Treasury bonds.” Foreign investors bought $80 billion of long-term Treasuries in April, and another $3.3 billion of short-term bills for good measure. Anyone who …

US exports have been growing faster than non-oil imports for the last two years. The August trade data hints at a slowdown in exports. But at least on a y/y basis, the slowdown remains modest. …

The US January trade deficit fell to $36 billion. That is as low as it has been in a long time. The petroleum deficit (seasonally adjusted) fell to $14.7 billion -- $4 billion less than in Dece…

That isn’t exactly news. Those who follow the TIC data closely had little doubt that Russia was reducing its Agency portfolio. But the fact that Russia explicitly indicated its sovereign fund…