- The DHL Globalization Tracker forecasts global merchandise trade growth of 4.6% in 2026, up from a January projection of 3.6%, and 3.6% in 2027, up from 2.7%.
- AI equipment demand fuels trade resilience as the US and China rewire economic dependencies, offsetting tariffs, wars and geopolitical rifts.
- The report says global goods trade is withstanding drags from tariffs, wars and geopolitical rifts.
Quotes
“Growth in merchandise trade this year is forecast at 4.6%, stronger than the 3.6% gain predicted in January”
“The outlook for next year was upgraded, too, to 3.6% from a January projection of 2.7%.”