DHL Group and NYU Stern's Globalization Tracker says global goods trade remains
resilient despite tariffs, war and geopolitical rifts, with a surge in AI
equipment demand a key driver. The report raises its forecast for goods trade
growth to 4.6% this year, up from a 3.6% January estimate, and lifts next year’s
outlook to 3.6% from 2.7%. It adds that US–China trade rebalancing and ongoing
supply‑chain adjustments are reshaping trade flows.
