AI Data Insight
The annualized quarter-on-quarter growth rate of US real GDP exports of goods and services reported 4.5% in the second quarter of 2026, cooling significantly from 12.9% in the first quarter. Although exports maintained positive growth, driven by domestic AI investment and strong consumption, the import growth rate surged sharply, causing net exports to become the main drag on overall economic expansion. Looking ahead, geopolitical conflicts and potential tariff barriers will be the major risks suppressing export momentum.