Shore Thing – 2023 Global Trade Themes

Currency and Exchange Stock Chart for Finance and Economy Display


The long-awaited downturn in global trade will take place in 2023. Supply chain realignments that have been years in the making will begin to take effect. New research uses S&P Global Market Intelligence’s proprietary trade forecasts and bill-of-lading data to

global real GDP growth, annualized

Change in global trade by commodity

EU imports covered by carbon border adjustment mechanism, 2021

global furniture exports

share of U.S. imports sourced from China

share of Indian exports

seaborne imports in aggregate and divided by container shipping line

global exports of semiconductors and electronic components, adjusted for inflation