Our Insights

Curated news and insights covering emerging and developed markets directly from CEIC's analysts worldwide.  

US home sales remain sluggish amid elevated mortgage rates
Reports

US home sales remain sluggish amid elevated mortgage rates

The doldrums persist for the US housing market. Affordability has plunged to its worst level in decades (especially for first-time buyers, as we have highlighted previously).
Malaysia rate cut was likely influenced by bank liquidity stress
Reports

Malaysia rate cut was likely influenced by bank liquidity stress

Malaysia's central bank recently loosened monetary policy. While an appreciating currency is lessening the risks of imported inflation, and policymakers want to cushion the economy against Donald Trump's trade war, the Bank Negara Malaysia (BNM) also probably factored in stresses facing the banking system.
India's food deflation likely predicts further easing in the CPI – and by the RBI
Reports

India's food deflation likely predicts further easing in the CPI – and by the RBI

Indian food prices are getting cheaper by the day. That's important for the overall inflation rate -- and the likelihood of more interest-rate cuts.
How China's trade dependencies have evolved in a higher-tariff era
Reports

How China's trade dependencies have evolved in a higher-tariff era

We're continuing our exploration of how tariff policies influence China's trade relationship with the US and other nations.
US-EU tariffs Chemicals, pharma, autos face lose-lose situation
Reports

US-EU tariffs Chemicals, pharma, autos face lose-lose situation

Donald Trump's August 1 deadline for "reciprocal tariffs" on most of the world is approaching. As the US President also threatens 30% tariffs on imports from the European Union and the EU threatens retaliatory action, we broke down how dependent these two massive markets are on trading with each other.
Implications of the Thai-Cambodia crisis trade and tourism
Reports

Implications of the Thai-Cambodia crisis trade and tourism

The escalating tensions along the Thai-Cambodian border have not just caused a market-shaking political crisis in Bangkok; they have begun to disrupt cross-border trade.
Iran’s wartime oil shipping boom a granular look at individual ports
Reports

Iran’s wartime oil shipping boom a granular look at individual ports

"Iranian Oil Production Booms Amid the Bombs," as Bloomberg News recently put it; the country rushed to export more oil following Israel's June 13 attack. (As Iranian ships continue to head to key Asian markets, crude was trading well below USD 70 per barrel at the time of writing.)
Measuring the rainfall that sparked the Texas floods
Reports

Measuring the rainfall that sparked the Texas floods

Deadly floods devastated central Texas over the 4th of July weekend. Daily precipitation data sourced from the Climate Prediction Center illustrates the extreme rainfall that triggered the disaster.
Shenzhen's journey from industrial boom to growing tech hub
Reports

Shenzhen's journey from industrial boom to growing tech hub

Shenzhen was China's first special economic zone, and the city's growth since the 1980s has been spectacular. Our datasets on the city allow us to take a granular look at how the economy has changed.
The international context for US and UK fiscal profligacy
Reports

The international context for US and UK fiscal profligacy

Both the US and UK have recently made major moves that loosen their fiscal policies. Our overview of developed markets puts these developments in context -- showing how both countries' longer-term fiscal situation appears precarious compared to their OECD peers.
Navigating global copper markets with CEIC commodities intelligence
Reports

Navigating global copper markets with CEIC commodities intelligence

In our latest video on demand, our expert break down copper’s pricing drivers – China’s EV boom, Chile’s supply shifts and more. CEIC’s timely, locally sourced datasets can help you navigate supply and demand shifts, build smarter models, and stay ahead of market-moving trends.
Trump wants Japan to buy more US rice
Reports

Trump wants Japan to buy more US rice

 Rice is in the news again in Japan. As shortages drive prices for this basic foodstuff sharply higher, Donald Trump is criticizing Tokyo for not buying more from US farmers (a key Republican Party constituency).