Strong export performance is keeping the economy afloat, but don't get too excited—domestic demand remains sluggish. The surge in overseas orders masks underlying weakness at home, even as Washington's aggressive tariff stance continues to reshape global trade flows. It's a delicate balancing act: exports pulling the growth needle higher while household and business spending struggle to gain momentum. For traders watching macro cycles, this divergence matters. When external demand carries the load, any shift in global trade conditions can quickly flip sentiment.