AI-related demand lifts global goods trade

Posted 7/31/26

Global goods trade proved more resilient than expected in early 2026, with surging demand for AI-related components offsetting the initial effects of the Middle East war. However, the WTO cautioned that the first-quarter figures do not fully capture disruptions in the Strait of Hormuz, meaning the conflict’s broader impact is likely to become clearer in subsequent trade data.

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