I wonder how much of that are foreign central banks moving their gold reserves out of the USA... France, The Netherlands and Germany have been moving gold.
The article that you posted seems to be LLM slop with no references to their claims and the article in the post references data from bea.gov so :shrug:
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https://www.bbc.com/news/articles/cvgyn8q8gqxo
https://logisticsmaterial.com/trade/americas-biggest-exports...