
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus"> It&
#39;s time to start a new tweetstorm to monitor global trade rebound, which should be larger than exp. in 2021.
*The drag from
#Covid_19 restrictions in

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇺🇸" title="Flagge der Vereinigten Staaten" aria-label="Emoji: Flagge der Vereinigten Staaten">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇪🇺" title="Flagge der Europäischen Union" aria-label="Emoji: Flagge der Europäischen Union"> will ease.
*Uncertainty linked to trade tensions

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⬇" title="Pfeil nach unten" aria-label="Emoji: Pfeil nach unten">.
*Leading sectors (semis and autos) already point to a sharp

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⬆" title="Pfeil nach oben" aria-label="Emoji: Pfeil nach oben">.

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇯🇵" title="Flagge von Japan" aria-label="Emoji: Flagge von Japan">
#Japan | In January, the value of overseas shipments climbed 6.4% YoY (fastest since Oct. 2018), rising for a second month and picking up from December’s 2% pace.

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇯🇵" title="Flagge von Japan" aria-label="Emoji: Flagge von Japan">
#Japan&
#39;s exports, machine orders pick up as global demand recovers - Reuters
https://www.reuters.com/article/us-japan-economy-trade/japans-exports-machine-orders-pick-up-as-global-demand-recovers-idUSKBN2AH06D?il=0">https://www.reuters.com/article/u...
Earlier this week,

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇰🇷" title="Flagge von Südkorea" aria-label="Emoji: Flagge von Südkorea"> figures for the first days of February (adjusted for calendar effects) were also encouraging.
https://twitter.com/C_Barraud/status/1361192862063484930">https://twitter.com/C_Barraud...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇰🇷" title="Flagge von Südkorea" aria-label="Emoji: Flagge von Südkorea">
#SouthKorea February 1-20 Exports Y/Y: +16.7% v +11.4% in January (full month)
*Average Daily Exports Y/Y: +29.2%

https://abs.twimg.com/emoji/v2/... draggable="false" alt="❗" title="Rotes Ausrufezeichen" aria-label="Emoji: Rotes Ausrufezeichen"> v +6.4% in January (full month)

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> Link (Korean):
https://bit.ly/3pBtWSU ">https://bit.ly/3pBtWSU&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇹🇼" title="Flagge des Taiwan" aria-label="Emoji: Flagge des Taiwan">
#Taiwan Sounds Currency Warning as Chip Demand Fuels Exports - Bloomberg
*Link:
https://bloom.bg/3aE4OXk ">https://bloom.bg/3aE4OXk&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus">
#Freight |
#Shipping costs are rising very quickly and it&
#39;s not only a problem of supply or base effect.

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus"> Asian exports outlook has clearly improved with shipments and/or orders rising sharply - Bloomberg TV Chart

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇭🇰" title="Flagge von Hongkong" aria-label="Emoji: Flagge von Hongkong">
#HongKong January Exports Jump Most Since 1992 on Asia Boost
*Link:
https://bloom.bg/3dITriU ">https://bloom.bg/3dITriU&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus"> CPB data showed that global trade

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⬆" title="Pfeil nach oben" aria-label="Emoji: Pfeil nach oben"> for the 7th straight month in Dec.
*On a YoY basis, the index increased at the fastest pace since Mar. 2019.
*Using a 3-month MA, the index turned positive for the first time since May 2019.
*Link:
https://bit.ly/3pWY0Zh ">https://bit.ly/3pWY0Zh&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇰🇷" title="Flagge von Südkorea" aria-label="Emoji: Flagge von Südkorea">
#SouthKorea Exports Y/Y: +9.5% v +11.4% in January
*Average Daily Exports Y/Y: +26.4%

https://abs.twimg.com/emoji/v2/... draggable="false" alt="❗" title="Rotes Ausrufezeichen" aria-label="Emoji: Rotes Ausrufezeichen"> (the sharpest in over three years) v +6.5% in January

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> Link (Korean):
https://bit.ly/2MzZD1B ">https://bit.ly/2MzZD1B&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇹🇼" title="Flagge des Taiwan" aria-label="Emoji: Flagge des Taiwan">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus">
#Taiwan Factories Face Worst Supply-Chain Delays on Record - Bloomberg
*Link:
https://bloom.bg/2MDlvcp ">https://bloom.bg/2MDlvcp&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇨🇳" title="Flagge von China" aria-label="Emoji: Flagge von China">
#China’s Exports Surge From 2020 Lockdown as Demand Booms - Bloomberg
*Link:
https://bloom.bg/2PBrcsh ">https://bloom.bg/2PBrcsh&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇰🇷" title="Flagge von Südkorea" aria-label="Emoji: Flagge von Südkorea">
#SouthKorea March 1-10 Exports Y/Y: +25.2% v +9.5% in February (full month)
- Average Daily Exports Y/Y: +25.2%

https://abs.twimg.com/emoji/v2/... draggable="false" alt="❗" title="Rotes Ausrufezeichen" aria-label="Emoji: Rotes Ausrufezeichen"> v +26.4% in February (full month)
*Link (Korean):
https://bit.ly/30KO7UF ">https://bit.ly/30KO7UF&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇰🇷" title="Flagge von Südkorea" aria-label="Emoji: Flagge von Südkorea">
#SouthKorea March 1-20 Exports Y/Y: +12.5% v +9.5% in February (full month)
- Average Daily Exports Y/Y: +16.1%

https://abs.twimg.com/emoji/v2/... draggable="false" alt="❗" title="Rotes Ausrufezeichen" aria-label="Emoji: Rotes Ausrufezeichen"> v +26.4% in February (full month)
*Link (Korean):
https://bit.ly/30KO7UF ">https://bit.ly/30KO7UF&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇹🇼" title="Flagge des Taiwan" aria-label="Emoji: Flagge des Taiwan">
#Taiwan’s Export Orders Keep Soaring on Robust Tech Demand - Bloomberg
*Link:
https://bloom.bg/3sf28py ">https://bloom.bg/3sf28py&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇨🇳" title="Flagge von China" aria-label="Emoji: Flagge von China">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus">
#China drives considerable rise in global
#trade at start of the year - IHS Markit
*Global trade was estimated to be 14.9% higher than a year ago in January. That&
#39;s the first time that growth has reached double digits since the early 2010s

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⚠" title="Warnsignal" aria-label="Emoji: Warnsignal">
*Link:
https://bit.ly/3s9rYey ">https://bit.ly/3s9rYey&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇩🇪" title="Flagge von Deutschland" aria-label="Emoji: Flagge von Deutschland">
#Germany #Manufacturing PMI at 66.6 (Feb: 60.7), Record high (since April 1996)
*Manufacturing Output Index at 68.5 (Feb: 61.7), Record high (since April 1996)
*Composite Output Index at 56.8 (Feb: 51.1), 37-month high
*Link:
https://bit.ly/3tOxMun ">https://bit.ly/3tOxMun&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇪🇺" title="Flagge der Europäischen Union" aria-label="Emoji: Flagge der Europäischen Union">
#Eurozone | Markit: March Export orders rose especially sharply, rising at a pace rarely exceeded in the survey’s history due largely to an unprecedented increase in
#manufacturing, in turn led by a record rise in
#Germany.
*Link:
https://bit.ly/31d6guh ">https://bit.ly/31d6guh&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus"> CPB data showed that global trade

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⬆" title="Pfeil nach oben" aria-label="Emoji: Pfeil nach oben"> for the 8th straight month in Jan.
*On a YoY basis, the index

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⬆" title="Pfeil nach oben" aria-label="Emoji: Pfeil nach oben"> at the fastest pace since Mar. 2017.
*Using a 3-month MA, the index

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⬆" title="Pfeil nach oben" aria-label="Emoji: Pfeil nach oben"> at the fastest pace since Nov. 2018.
*Link:
https://bit.ly/2QFsuTN ">https://bit.ly/2QFsuTN&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇰🇷" title="Flagge von Südkorea" aria-label="Emoji: Flagge von Südkorea">
#SouthKorea March Exports Y/Y: +16.6% to $53.8 billion (highest in history for any March) v +9.5% in February
*Average Daily Exports Y/Y: +16.6%

https://abs.twimg.com/emoji/v2/... draggable="false" alt="❗" title="Rotes Ausrufezeichen" aria-label="Emoji: Rotes Ausrufezeichen"> v +26.4% in February

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> Link (Korean):
https://bit.ly/2QXd915 ">https://bit.ly/2QXd915&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus">
#WTO Sees a Rebound for the Global Economy, Goods
#Trade in 2021 - Bloomberg
*Link:
https://bloom.bg/3cBCdD3 ">https://bloom.bg/3cBCdD3&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇺🇸" title="Flagge der Vereinigten Staaten" aria-label="Emoji: Flagge der Vereinigten Staaten"> Freight rates spike as Asian cargo ships jam US West Coast ports - Nikkei
https://asia.nikkei.com/Business/Transportation/Freight-rates-spike-as-Asian-cargo-ships-jam-US-West-Coast-ports">https://asia.nikkei.com/Business/...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇩🇪" title="Flagge von Deutschland" aria-label="Emoji: Flagge von Deutschland">
#GERMANY FEB. FACTORY ORDERS RISE 5.6% Y/Y; EST. +5.3% - BBG

https://abs.twimg.com/emoji/v2/... draggable="false" alt="➡" title="Pfeil nach rechts" aria-label="Emoji: Pfeil nach rechts"> Without surprise, it suggests that global trade growth will remain in positive territory in the coming months.

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇰🇷" title="Flagge von Südkorea" aria-label="Emoji: Flagge von Südkorea">
#SouthKorea April 1-10 Exports Y/Y: +24.8% v +16.6% in March (full month)
- Average Daily Exports Y/Y: +32.6%

https://abs.twimg.com/emoji/v2/... draggable="false" alt="❗" title="Rotes Ausrufezeichen" aria-label="Emoji: Rotes Ausrufezeichen"> v +16.6% in March (full month)
*Link (Korean):
https://bit.ly/30KO7UF ">https://bit.ly/30KO7UF&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇯🇵" title="Flagge von Japan" aria-label="Emoji: Flagge von Japan">
#Japan exports posted a double-digit increase for the 1st time in more than three years in March - Bloomberg
*The value of overseas shipments gained 16.1% from a year ago, led by exports of cars, plastics, semi-conductors and chip-making equipment.

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇰🇷" title="Flagge von Südkorea" aria-label="Emoji: Flagge von Südkorea">
#SouthKorea April 1-20 Exports Y/Y: +45.4% v +16.6% in March (full month)
- Average Daily Exports Y/Y: %

https://abs.twimg.com/emoji/v2/... draggable="false" alt="❗" title="Rotes Ausrufezeichen" aria-label="Emoji: Rotes Ausrufezeichen"> +36.0% v +16.6% in March (full month)
*Link (Korean):
https://bit.ly/30KO7UF -">https://bit.ly/30KO7UF&q... Chart from Bloomberg

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⬇" title="Pfeil nach unten" aria-label="Emoji: Pfeil nach unten">

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus"> CPB data showed that global trade

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⬆" title="Pfeil nach oben" aria-label="Emoji: Pfeil nach oben"> for the 9th straight month in Feb.
*On a YoY basis, using a 3-month MA, the index

https://abs.twimg.com/emoji/v2/... draggable="false" alt="⬆" title="Pfeil nach oben" aria-label="Emoji: Pfeil nach oben"> at the fastest pace since Oct. 2018.
*Link:
https://bit.ly/32JuOvT ">https://bit.ly/32JuOvT&q...

https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus"> High frequency indicators (Baltic Dry & Harpex) suggest that, on a YoY basis, global trade growth is gaining traction (amid favorable base effects and strong demand)
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