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![joequant Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::45808758.png) Joseph Wang PHD [@joequant](/creator/twitter/joequant) on x 1141 followers
Created: 2025-07-19 04:51:08 UTC

@robin_j_brooks Assuming no Trump surprises.  I expect that the numbers will drop sharply in Q3 once as people already moved stuff over. But the idea that Chinese exporters are hurting is just wrong.  The issue is that whatever Trump does there is a countermove.


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