How AI Is Driving Global Trade

Circuit board and AI micro processor, Artificial intelligence of digital human. 3d render

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… Continue reading How AI Is Driving Global Trade

TDM’s Top 10 Trade Trends to Watch in 2026

container yard closeup, port of ningbo zhoushan, China

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… Continue reading TDM’s Top 10 Trade Trends to Watch in 2026

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

Group of workers at small parts manufacturing factory in China, wearing protective clothing, hats and masks

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