WTO reports slowing global merchandise trade growth
The WTO reports slowing global trade growth as its barometer index fell to 101.7. AI component demand is currently offsetting Middle East conflict disruptions.
The World Trade Organization reported that the global goods trade barometer fell to 101.7 from 102.3 in January. This reading signals a projected slowdown in trade growth to 1.9% in 2026, a sharp deceleration from the 4.6% expansion recorded in 2025. The shift indicates that geopolitical friction and energy price volatility are beginning to outweigh the recent surge in demand for AI-related electronic components.
