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Paul Vigna reports:
With cash-strapped consumers substituting domestic for imported products, imports fell at a 6.6% annual rate in the second quarter, which ended up adding 1.3 percentage points to second quarter gross domestic product, Merrill Lynch’s David Rosenberg writes.
“Think about that — over two-thirds of the GDP growth in the second quarter was due solely to the decline in import volumes,” he writes.
Given the weak economy and the weak dollar, which he thinks is still 30% undervalued, this trend is likely to continue. And exports might have a hard time, he says, as about half of U.S. exports go to countries that are in an economic downturn or on the verge of one.
http://blogs.wsj.com/marketbeat/2008/08/11/import-math/?mod=WSJBlog