美国4月贸易逆差创有记录以来最大降幅 进口额大幅下降

Core Insights - In April, the U.S. trade deficit saw its largest recorded decline, primarily due to a historic drop in imports, indicating a halt in the "export rush" by some U.S. companies [1] Group 1: Trade Deficit Overview - The trade deficit for goods and services narrowed significantly by 55.5% in April, reaching $61.6 billion, marking a new low for 2023 and reversing the sharp expansion trend observed in the first quarter [1] - The median forecast for the trade deficit was $66 billion, while the previous month's deficit was $140.5 billion [1] Group 2: Import and Export Dynamics - In April, imports of goods and services fell by a record 16.3%, while exports increased by 3% [2] - The sharp decline in consumer goods imports amounted to $33 billion, largely driven by a significant drop in pharmaceutical imports [3] Group 3: Trade Deficit with Specific Countries - The trade deficit with Ireland, a major source of pharmaceuticals, narrowed significantly from $29.3 billion to $9.5 billion after seasonal adjustments [3] - The trade deficit with China decreased to $19.7 billion, the lowest level since March 2020 [3] - Deficits with Canada and Mexico also saw reductions, although Canada experienced a record expansion in its trade deficit due to a significant drop in exports [4] Group 4: Economic Implications - After adjusting for inflation, the total U.S. goods trade deficit in April narrowed to $85.6 billion, the lowest level since the end of 2023 [6] - Analysts suggest that the sharp reduction in the trade deficit in April indicates that trade may contribute significantly to U.S. GDP in the second quarter, contrasting with its role in the 0.2% annualized decline in GDP in the first quarter [6]