Reports
China's decade of gold purchases as bullion keeps breaking records
Gold continues to hit records, smashing through USD 3,400 per ounce this week. Expanding on our previous exploration of central banks' bullion purchases and their role in this price run-up, we're taking a closer look at China's moves in the gold market - and the long-term correlations that tend to drive gold prices more broadly.
Reports
Dollar Index slides to 3-year low on trade war uncertainties
Has Donald Trump killed "King Dollar?" Just months ago, the "Trump trade" reflected conventional wisdom that tariffs would drive the greenback higher. (Eastern European currencies, for example, were getting crushed.)
Reports
India and US talk trade amid energy-security potential of LNG
Donald Trump and Narendra Modi are pursuing trade talks. The US administration is seeking increased Indian imports of American liquefied natural gas (LNG), which would reduce the trade surplus that has vexed the Trump team.
Reports
Japan navigates US pressure and auto export dependence amid trade talks
Japanese Prime Minister Shigeru Ishiba has labeled Donald Trump's tariffs a "national crisis." While the first round of bilateral trade talks concluded without a clear breakthrough, press reports suggest Japan and the US are reportedly close to signing a deal.
Reports
A key use case for Point-in-Time data nonfarm payroll revisions (and surprises)
We're revisiting controversies surrounding market-moving revisions of non-farm payrolls (NFP) - and a powerful use case for CEIC's Point-in-Time (PiT) data to track how these revisions moved the market.
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.
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.
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.
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.
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.)