
Reports
Mortgages: watching refinancing as Americans await rate cuts
“Higher-for-longer” interest rates have been keeping the US mortgage market generally subdued this year. But recent data shows how occasional rushes of refinancing have broken that trend.

Reports
Will the garment industry help turn India into a manufacturing power?
India is seeking to rival China in global manufacturing, and the garment industry could be a source of mass employment that could shore up the job market – one of the weaker aspects of the nation’s economy.

Reports
Jakarta’s polluted air: a poor performer among ASEAN capitals
Air quality is slowly improving in some parts of Southeast Asia, but serious problems remain in certain cities – especially Jakarta.

Reports
Nowcasting exports in Japan; slowing, but still robust
The weak yen is sustaining a strong trade performance for Japan. The nation’s exports probably rose 10% year-on-year in June, our weekly nowcast shows.

Reports
Reduced fund flows hit Colombia’s peso again
Colombia’s peso is under pressure again. Like previous episodes of currency weakness, we can correlate this trend with outflows from local bond and equity funds.

Reports
Early market reaction to the UK and French elections
The UK and France recently held surprisingly early elections. In both cases, voters returned a historic result. Tracking the FTSE 100 and CAC 40, we can see how equities reacted.

Reports
A survey of US money managers shows enthusiasm for equities remains
We've added a new survey of US investor sentiment to the CEIC platform. It's showing that even as the tech-driven bull run continues, risk managers continue to stay invested in stocks.

Reports
A higher tax take isn't keeping pace with Lula's spending in Brazil
Brazil's economy is picking up and the government's tax take is rising. It still isn't enough to restrain the nation's growing debt load.

Reports
Tracking the impact of fund flows on Malaysia’s currency
Malaysia's ringgit has historically been known as a commodity currency, linked to prices for palm oil and hydrocarbons.

Reports
Examining the Polish zloty’s strength using trade-weighted exchange rates
Poland's central bank held rates steady again, continuing its reluctance to join the eurozone in loosening monetary policy.