Is Global Trade Slowing Down? DHL Globalization Tracker
Are we experiencing de-globalization? At the DHL Globalization Tracker presentation in Poland, John Pearson, CEO of DHL Express, and Professor Steven Altman of NYU Stern School of Business explain why the data disagrees. Global goods trade grew at its fastest pace since 2011 in the first half of 2026, excluding the post-COVID rebound, with AI investment as the biggest driver. US-China ties have weakened, but only 3 to 4% of world trade has moved away from geopolitical rivals. Regional trade is rising in Asia, and Poland is outperforming the world. Explore the DHL Globalization Tracker for more data and insights.00:00 John Pearson introduces the DHL Globalization Tracker
07:01 Steven Altman presents the 2026 findings
07:30 Four questions about global trade and globalization
08:21 Is global trade slowing down?
11:02 How AI investment is driving trade growth
12:26 Is globalization shifting from international to domestic activity?
13:47 How geopolitical rivalry is reshaping trade
14:21 How US–China trade ties have changed
16:35 Is the world splitting into rival trade blocs?
21:22 Is global trade becoming more regional?
22:47 What the data shows about Poland’s trade
24:53 Closing remarks
https://www.dhl.com/globalization
https://www.dhl.com/global-en/microsites/core/global-connectedness/trade-atlas.html
https://www.dhl.com/global-en/microsites/core/global-connectedness/tracker.html
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