UBS On-Air: Paul Donovan Daily Audio 'Trading carefully' episode artwork

EPISODE · Sep 8, 2026 · 5 MIN

UBS On-Air: Paul Donovan Daily Audio 'Trading carefully'

from UBS On-Air: Market Moves

China’s July trade data showed ongoing growth in exports—some of this reflects re-exporting. The gap between what China says it is selling to the US and what the US admits to buying from China has reached extraordinary levels. China’s market share of US non-oil imports is 13.2% (China export data) or 8.4% (US import data). This suggests China’s US customers have become adept at avoiding tariffs, supporting China’s export sector.

Episode metadata supplied by the publisher feed · Published Sep 8, 2026

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UBS On-Air: Paul Donovan Daily Audio 'Trading carefully'

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