From today's Presidential Policy Directive on Signals Intelligence Activities:
(c) The collection of foreign private commercial information or trade secrets is authorized only to protect the national security of the United States or its partners and allies. It is not an authorized foreign intelligence or counterintelligence purpose to collect such information to afford a competitive advantage4 to U.S. companies and U.S. business sectors commercially.
4 Certain economic purposes, such as identifying trade or sanctions violations or government influence or direction, shall not constitute competitive advantage.
If I'm reading this correctly, they are saying, we won't spy on you in order to help our companies compete in the market, but we will/may spy on you to look for trade violations or the existence of "government influence or direction" of foreign companies.