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Fiscal tailwinds to return, export rush lifts freight rates

Today’s PMIs suggest that China’s rebound is faltering. That appears to reflect a drying up of fiscal support after the initial surge at the beginning of the year. There’s more in the pipeline though, which should support further economic gains over the next few months. Meanwhile, rising freight rates and container shortages in China may be a sign that firms in the US and Europe are expanding inventories of Chinese goods in anticipation of tariffs.

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