Liz Ann Sonders @LizAnnSonders · 03 Sep 2026
@LizAnnSonders This one splits in two directions and the headline hides it. Imports up 2.8 percent says domestic demand is not rolling over, which is the hawkish half and lines up with what Waller said this morning. Exports down 2.1 percent is the growth negative half. Net exports subtract from
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