AI is carrying world trade. Who else gets a lift?
A stronger trade forecast is welcome news. But the boom in chips and servers raises a second question: how do the gains travel beyond the industries doing the heaviest lifting?
Look beyond a single growth number to wages, housing and the cost of everyday life.

A stronger trade forecast is welcome news. But the boom in chips and servers raises a second question: how do the gains travel beyond the industries doing the heaviest lifting?
International food quotations are rising again. Between a commodity market and a household’s shopping basket sit currencies, transport, local supplies and decisions about who absorbs the cost.
A strong national outlook deserves attention. So do the questions that a growth forecast cannot answer on its own: who is working, what they earn and how far that income goes.
Emergency stocks can buy time in a fuel squeeze. They cannot remove every bottleneck between a barrel of oil, a working engine and the price of a delivered product.
As finance ministers prepare to meet in Bangkok, the question is not only where the next disruption comes from. It is who has the room to protect people when it arrives.