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Brief: China's Manufacturing Sector Retreats After U.S. Import Rush
China's official NBS manufacturing purchasing managers' index (PMI) and the Caixin China General Manufacturing PMI showed Chinese manufacturing activity contracted in May as demand for consumer goods exports collapsed after importers' 2H24/1Q25 race against tariffs.
Brief: U.S. Energy Exports & Extended Red Sea Diversions
U.S. strikes on Yemen's Houthis rekindle Red Sea transit risks. Satellite tracking data shows the effects of the Houthi's protracted Red Sea attacks. Meanwhile, easing drought conditions are evident Atlantic-Pacific transits through the Panama Canal.