Why global trade is growing faster than expected | DHL Globalization Tracker
Why is global trade growing faster than expected despite tariffs, geopolitical tensions, and supply chain disruptions? In this interview, Steven A. Altman, Senior Research Scholar at NYU Stern and author of the DHL Globalization Tracker, explains the key trends shaping international trade.00:00 Why global goods trade growth accelerated in 2025 and 2026?
01:20 How the AI boom and investment in AI infrastructure are boosting international trade and why AI infrastructure depends on global supply chains?
02:10 Why U.S. tariffs have had a smaller impact on global trade than many expected?
03:08 Which regions and economies recorded the fastest trade growth in the first five months of 2026?
03:35 How U.S.-China decoupling is affecting the global economy and world trade flows?
05:07 What it means that globalization has reached a record high?
05:42 How companies should respond to supply chain volatility and international business risks?
Key insight: According to the DHL Globalization Tracker analysis discussed in this interview, AI-related products such as semiconductors, telecommunications equipment, and data-center infrastructure have become a major driver of recent global trade growth.
The DHL Globalization Tracker, published in partnership with New York University's Stern School of Business, analyzes international flows of trade, capital, information, and people. It offers the most comprehensive view of globalization available.
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