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How AI Is Driving Global Trade

UncategorizedMarch 16, 2026774Views0Likes0Comments
Lower Growth in China  In early March, Chinese leadership set their lowest gross domestic product growth target since 1991, forecasting a 4.5% to 5% expansion for its economy in 2026.  This week, China reported a 21.8% year-on-year increase in exports for January and February to $656.6 billion. To avoid distorted numbers because of Chinese New…

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TDM’s Top 10 Trade Trends to Watch in 2026

UncategorizedJanuary 13, 20261KViews0Likes0Comments
Happy New Year. While we wait on the Supreme Court to rule whether the Trump administration is entitled to apply tariffs on national security grounds, global trade grinds on. We at Trade Data Monitor are paying attention to what’s happening via the prism of official trade statistics. It’s a radically different world than when I started covering…

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Casualties of the U.S.-China Trade War: 36 Million Phones

UncategorizedSeptember 17, 20251KViews0Likes0Comments
Please Dial a New Number  As U.S. and Chinese negotiators try to find a way out of tariff gridlock, one thing is certain: The smartphone supply chain has shifted significantly, upending the practices and expectations of manufacturers, logistics firms, and retailers.   China’s exports of mobile phone fell 11.6% year-on-year in August to 60.8 million sets.…

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Chinese Demand Falters as Imports Decline

UncategorizedDecember 16, 20242KViews1Like0Comments
Trade in a Time of Geopolitical Adjustment The focus of the global trade world is, rightly, on President-elect Donald Trump and the U.S. debating and deciding how far they’ll go in enacting new protectionist measures. But an issue that could upend geopolitics -- with unintended consequences that will affect big issues like war and peace,…

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China Hikes Iron Ore, Copper Imports Amid Car Building Boom

UncategorizedJanuary 23, 20243KViews0Likes0Comments
In the somewhat gloomy December and annual China trade statistics released in the second week of January was buried a piece of data that hearkened back to the boom years of Chinese commodity consumption: China is buying a lot more iron ore and copper. In December, China boosted iron ore imports 11.1% year-on-year to 100.9…

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