Global Trade Growth
+4.9%
YoY (Dec 2025)
+0.1pp vs. Nov
Trade Volume Index
111.7
Index (2021=100, Dec 2025)
+0.4% MoM
2025 Full-Year Growth
+4.4%
2025 avg vs. 2024 avg
strongest since 2022
Countries Covered
97
Including sub-regions

Data

Month Global Volume Index MoM Change (%) YoY Change (%)
Dec 2025 111.7 +0.4% +4.9%
Nov 2025 111.3 +1.8% +4.8%
Oct 2025 109.3 -1.4% +3.1%
Sep 2025 110.8 +1.2% +4.9%
Aug 2025 109.5 -0.4% +3.0%
Jul 2025 110 +1.6% +5.1%
Jun 2025 108.3 -0.5% +3.2%
May 2025 108.8 -0.4% +4.5%
Apr 2025 109.2 -0.9% +4.6%
Mar 2025 110.2 +2.7% +7.0%
Feb 2025 107.3 +0.3% +3.1%
Jan 2025 106.9 +0.4% +4.3%
Dec 2024 106.5 +0.3% +3.3%

About this Analysis

The CPB World Trade Monitor's global merchandise trade volume index reached 111.7 in December 2025, up 4.9% year-over-year and 0.4% from November — one of the most closely watched monthly gauges of physical trade flows. Produced by CPB Netherlands Bureau for Economic Policy Analysis from customs and national-accounts data covering 97 countries, the index closed out 2025 having risen from 106.9 in January, with full-year growth of 4.4%, the strongest annual pace since 2022.

The Monitor measures physical volume, not value — it strips out price effects to isolate the quantity of goods actually shipped, which is why it can diverge from trade-value headlines during commodity-price swings. The data also carries an approximately 6-week publication lag, so the December 2025 reading, the freshest available, reflects trade activity from roughly six weeks earlier rather than real-time conditions.

The dataset in brief:

  • Publisher: CPB Netherlands Bureau for Economic Policy Analysis
  • Base year: 2021 = 100
  • Coverage: 97 countries across 9 regions, split into Advanced Economies and Emerging Economies sub-indices
  • Frequency: Monthly
  • Release lag: Approximately 6 weeks after the reference month
  • History: Continuous monthly series from January 2000 to present

Momentum through the fourth quarter was uneven rather than uniformly strong. The index fell 1.4% month-over-month in October before rebounding 1.8% in November and adding a further 0.4% in December — a pattern more consistent with shipment timing and data noise than with a clean acceleration in underlying demand. Analysts reading a single month in isolation risk overstating the signal; the multi-month trend, not any one release, carries the information.

History is the reason the index gets tracked so closely. It fell from 84.6 in January 2008 to 68.8 in January 2009 as global trade seized up during the financial crisis, and from 93.4 in January 2020 to 90.7 by July as pandemic disruptions hit shipping and production. Both episodes show volume contracting ahead of the broader GDP data that later confirmed each downturn, which is the basis for treating the Monitor as a coincident, and at times leading, indicator of global economic activity.

For an analyst, the December reading points to broad-based expansion in global goods demand rather than a change in trend. The index rose in four of the final six months of 2025, moving from 110.0 in July to 111.7 in December, and every month from September through December posted year-over-year growth above 3%. Combined with CPB's roughly 97% coverage of world trade, the series remains one of the fastest available reads on global trade momentum, ahead of quarterly GDP and export releases. The caveat: the ~6-week lag means the freshest print is already dated by the time it publishes.

Related data: World GDP Growth Rate · GDP Growth Rate by Country · Global Inflation by Country · Central Bank Policy Rates · Germany Road Freight Volume · Belgium Road Freight Volume

Frequently Asked Questions

The CPB World Trade Monitor measures the physical volume of global merchandise trade — i.e., the quantity of goods crossing borders, stripped of price effects. It combines import and export volume data from 97 countries (covering ~97% of world trade) into a single global index. The index is seasonally adjusted and available in both level and growth rate form.

The CPB World Trade Monitor is produced by CPB Netherlands Bureau for Economic Policy Analysis, the Dutch government's independent economic policy institute. The series draws on customs and national-accounts data covering 97 countries, roughly 97% of world merchandise trade, and runs continuously from January 2000 to the present. It is one of the datasets international organisations such as the IMF, World Bank and WTO cite when discussing global trade volume, and central banks and macro investors commonly treat it as a monthly benchmark for the physical quantity of goods crossing borders.

CPB publishes the World Trade Monitor with an approximately six-week lag after the reference month, so a given month's reading typically appears roughly six weeks later, once customs and shipping data from 97 countries has been collected, harmonised and seasonally adjusted into a single comparable index. The December 2025 reading, currently the latest available, was compiled on that same schedule. That lag is the trade-off for coverage this broad — no single country's customs office can substitute for a 97-country aggregate.

CPB Netherlands Bureau for Economic Policy Analysis publishes the official World Trade Monitor release directly on its own website, at cpb.nl under the World Trade Monitor section. This page reproduces the same index level and monthly growth figures for reference alongside other macro series, but the primary release, full regional breakdowns, and any revisions to prior months are only available from CPB directly.

Trade value is the monetary worth of goods crossing borders (affected by both quantity and price changes). Trade volume strips out price changes to show only changes in quantity — making it a more direct measure of real economic activity. When commodity prices spike, trade value may rise even if fewer goods are shipped; volume captures the underlying physical flow.

The index is set so that 2021 equals 100; every other month's value shows trade volume relative to that base period. CPB periodically rebases the series as new benchmark trade data becomes available, and the current 2021 base applies across the full published history back to January 2000, which is shown in index form rather than as absolute trade quantities.

The index rose in four of the final six months of 2025, moving from 110.0 in July to 111.7 in December, with monthly swings between -1.4% (October) and +1.8% (November) that reflect typical release-to-release noise rather than a change in trend. Every month from September through December posted year-over-year growth above 3%, with the December reading up 4.9% year-over-year. Full-year 2025 growth averaged 4.4%, the strongest annual pace since 2022.

Trade volume is a coincident indicator of global economic activity — it tends to fall sharply before and during recessions and recover during expansions. Macro investors use it to gauge global demand for commodities, industrial goods, and emerging market exports. Shipping and logistics sectors are priced partly on trade volume expectations. Trade data also reveals supply chain disruptions, geopolitical shifts in sourcing, and the growth of intra-regional vs. global trade patterns.