They make it sound like that is a good thing.
Huh. Somehow I thot they were just presenting facts and leaving that "good" and "bad" stuff to us. So what's you're take, is 87% good or bad --and why would you see it making any difference?
Exports are good in general. Exports are bad in a few specific cases when the rest of the world falls into recession. Now may be one of those times (or may not). As for 87%, that all depends on how much of that spending is on productivity tools and how much on throwaway consuption. There is a gray area in between.