Articles
The Turkish central bank unloads gold at near-record prices
Since the outbreak of war between the US, Israel and Iran, the @Central Bank of the Republic of Türkiye (CBRT) has relied heavily on its gold reserves as a financial shock absorber.
Articles
Chile’s copper boom levels off: a signal for the global economy?
Copper is often seen as a bellwether given its importance to manufacturing. What is it telling us about the aftershocks of war in the Persian Gulf?
Articles
The oil market scrambles for Hormuz alternatives – from Red Sea to Brazil
The global oil industry is pursuing alternative trade routes, and we can watch the results using high-frequency shipping data in near-real time.
Articles
Merz defense push hasn't revived German manufacturing
When Friedrich Merz announced a dramatic hike in defense spending a year ago, many observers hoped the new Chancellor would stimulate Germany’s stagnant manufacturing base.
Articles
China-Mexico relationship reflects increasingly entwined manufacturing
The China-Mexico relationship touches on the most politically sensitive segments of North American manufacturing – especially the automotive sector.
Articles
Bank of Japan's case to hike rates as union's wage wins combine with Iran oil shock
The imported energy supply shock is dominating the headlines, but Japan also has uniquely homegrown inflation pressures.
Articles
Daily payment card data from the world's fuel stations point to war-driven uptick in the CPI
From the first Gulf War in 1990 to the current crisis in the Strait of Hormuz, the quickest impacts from geopolitical shocks often show up in gasoline prices and then feed into inflation.
Articles
Entrepreneurs starting (or closing) businesses are a leading indicator in Singapore
Our ASEAN Premium database unlocks more early signals for the world's most dynamic economies. We examined the formation of new businesses in Singapore – a leading indicator for industrial production, as a rush of new entrants often reflects optimism in a given sector.
Articles
Watching UK food prices with a new high-frequency index
As the Persian Gulf crisis threatens a 2022-style reignition of global inflation, we're adding new high-frequency indices to track food prices. Our latest index zeroes in on Britain, which was already suffering from stickier inflation than most of its former EU peers.
Articles
US drivers face sharpest price increases to fill up
The halt to Gulf crude-oil shipments is starting to show up at the pump – especially in the US.
This American exceptionalism reflects factors that historically make gasoline cheap on a global basis: relatively low taxes and transport costs, given abundant local supplies.
This American exceptionalism reflects factors that historically make gasoline cheap on a global basis: relatively low taxes and transport costs, given abundant local supplies.