Recent August 2026 data showed the U.S. goods and services trade deficit widening to $105.6 billion from a revised $92.8 billion in July, driven by record imports of $420.8 billion amid strong demand for AI-related capital goods, industrial supplies, crude oil, and gold. The trailing twelve-month total through August reached $793.76 billion, while the first eight months of 2026 ran $138 billion below the prior-year pace after 2025 tariff front-loading unwound. These trends, alongside resilient domestic investment and a strong dollar, underpin the 46% market-implied odds for an $800–900 billion full-year outcome. September figures due November 4 and ongoing AI capex will shape final positioning.
Riepilogo sperimentale generato dall'AI con riferimento ai dati di Polymarket. Questo non è un consiglio di trading e non ha alcun ruolo nella risoluzione di questo mercato. · AggiornatoView resolved

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