Liz Ann Sonders(@LizAnnSonders):July’s ballooning U.S. trade deficit (widest since March 2025) was driven primarily by a surge in imports of capital goods, a category which houses AI-related products such as computers, computer accessories and semiconductors … 11.4% m/m jump was largest increase since 1993

Liz Ann Sonders

@LizAnnSonders

Chief Investment Strategist, Schwab Center for Financial Research. Disclosures:

Joined January 2015

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Liz Ann Sonders@LizAnnSonders

2026.09.04 12:13

July’s ballooning U.S. trade deficit (widest since March 2025) was driven primarily by a surge in imports of capital goods, a category which houses AI-related products such as computers, computer accessories and semiconductors … 11.4% m/m jump was largest increase since 1993