
Bangladesh’s $4.01 billion garment exports in April (+33% YoY) is base-effect optics, with Eid-ul-Fitr 2025’s ten production-day shutdown flattering the comparison.
The real cliff is the November 2029 EBA expiry, not the 2026 LDC graduation; the WTO’s modelled hit is $5.37 billion, not the $8 billion figure Dhaka quotes.
The US zero-tariff carve-out is volume-quota, not cotton-content.Bangladesh’s $4.01 billion garment exports in April (+33% YoY) is base-effect optics, with Eid-ul-Fitr 2025’s ten production-day shutdown flattering the comparison.
The real cliff is the November 2029 EBA expiry, not the 2026 LDC graduation; the WTO’s modelled hit is $5.37 billion, not the $8 billion figure Dhaka quotes.
The US zero-tariff carve-out is volume-quota, not cotton-content.





