If you're assuming that capital purchases and sales are zero, then goods sales and purchases will also have to equal out.
Today's headline explains it: U.S. Stocks Climb As Dollar Dips. The dollar dips, foreigners buy stocks, stock sellers buy foreign goods, trade deficit caused by falling dollar.
And a stable but lower dollar will help US manufacture sales and exports and hurt imports by making them more expensive. Same reasoning. I don’t think the economists are cutting through the noise of other variables effectively.