Since savings equals investment, any increase in the U.S. savings rate relative to investments will be offset by lower capital inflows and a dollar for dollar improvement in the trade account.

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They are tactics taken to support historical behaviors, which trade off short-term profit improvement for long-term new market development.

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Aviate Global broker Dan Waterman believes Maersk is undervalued, and he sees the stock as a play on improving global trade flows that have already started to show some improvement.

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But Egypt extended its ban on rice trade for another year, so it is hard to see a clear pattern of improvement.

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While improvement in capital flows has certainly been a supportive factor since September 2012, the deterioration in the trade balance is likely to weigh on the external balance nonetheless.

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