And imports also. First 20 days of October data for international trade showing:

  • average exports per working day +25.7% y/y (this evge takes account of non-working days for its y/y comparisons)
  • exports +36.1% y/y
  • imports +48% y/y
  • exports of semiconductors +23.9% y/y
  • exports to China +30.9% y/y

I wonder how stupendous the numbers would be if it weren't for the semi shortage and supply chain bottlenecks?