Goldman Sachs: Using shipping data to predict China's trade flows, what did they discover?

In the past two years, export-oriented growth has been a key driving force for the Chinese economy. Tracking export growth is crucial for assessing policy stance and economic momentum. Due to the impact of preloading, rerouted transportation, and US tariffs, there is a high level of uncertainty in China's trade flows, making it increasingly important to monitor daily or weekly freight traffic in a timely manner.