Reports

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

Malaysia electronics exports to US avoid tariffs for now
Reports

Malaysia electronics exports to US avoid tariffs for now

ASEAN nations like Malaysia have been observing Donald Trump's tariff rhetoric with alarm. Policymakers in Kuala Lumpur and the Penang semiconductor cluster will have breathed a sigh of relief when he temporarily exempted electronics from his tariff plans.
UK credit-card spending defies job-market weakness
Reports

UK credit-card spending defies job-market weakness

Despite the weak global economy and a shaky UK job market, Britons show no signs of paring their credit card spending, according to one of CEIC's most recently added high-frequency datasets, sourced by Fable. This reinforces a relatively positive narrative for the British economy after economic growth was surprisingly strong in February.
Nowcasting Trump's first quarter of GDP no recession is in the cards yet
Reports

Nowcasting Trump's first quarter of GDP no recession is in the cards yet

The Trump administration's trade policies have had many analysts calling for a recession. However, according to CEIC's nowcast, the US economy slowed slightly, but isn't close to a contraction yet.
German business is confident about Merz debt bazooka; consumers, not so much
Reports

German business is confident about Merz debt bazooka; consumers, not so much

German business has high hopes for incoming Chancellor Friedrich Merz and his plan to unleash government spending on defense and infrastructure. Loosening the historically borrowing-averse nation's "debt brake" to enable massive government bond issuance is seen as reviving the eurozone's largest economy after years of stagnation.
China's energy landscape: domestically-produced coal vs. increasing role of imported gas
Reports

China's energy landscape: domestically-produced coal vs. increasing role of imported gas

China's rise to become Asia's biggest economy was fueled by coal. But over the past two decades, natural gas has taken on a more prominent role. Coal is particularly important in electricity generation and steel; gas is important for residential heating, and the government has also encouraged a switch from coal to gas for industries to improve urban air quality. ("Dual carbon" goals proposed by President Xi Jinping also call for an urgent shift toward a lower-carbon energy structure.)
Trump auto tariffs Japan, South Korea, Germany exposed amid USMCA exemption for Canada and Mexico
Reports

Trump auto tariffs Japan, South Korea, Germany exposed amid USMCA exemption for Canada and Mexico

Donald Trump's so-called Liberation Day coincided with previously announced 25% tariffs on imported cars taking effect. His latest tariff salvo delivered worse-than-expected news (especially for Asian economies) and unnerved global markets.
Visualizing the quirks of US Liberation Day tariff methodology
Reports

Visualizing the quirks of US Liberation Day tariff methodology

Donald Trump announced his "Liberation Day" schedule of tariffs on 180 countries and territories on April 2 to some confusion -- especially a table he presented titled "Tariffs Charged to the U.S.A. including Currency Manipulation and Trade Barriers."
Malaysia's food sector is adding jobs even more quickly than the electronics cluster
Reports

Malaysia's food sector is adding jobs even more quickly than the electronics cluster

More than 2 million Malaysians work in manufacturing; that accounts for about 28% of the formal workforce. By breaking down payroll data, we found that the food sector has become Malaysia's fastest job creator.
A global semiconductor slowdown? Early insights can be found in South Korea
Reports

A global semiconductor slowdown? Early insights can be found in South Korea

South Korea releases staggered, month-to-date foreign trade figures, providing 10-day and 20-day updates for the start of a calendar month. We've previously examined how this can be a useful and early proxy for neighboring East Asian economies. But given the outsized importance of South Korea's semiconductor sector, we can also use these figures to extrapolate demand for the global chip industry.
China’s consumer spending ticks higher – helped by subsidies
Reports

China’s consumer spending ticks higher – helped by subsidies

How much are China's consumers willing to spend instead of save? Since 2024, subsidy policies have helped push consumption higher after a post-pandemic lull.

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