Our Insights

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

India EPFR
Reports

India EPFR

The Indian equity market has distinguished itself as one of the world's top performers, attracting increasing levels of foreign investment. This influx is also supporting the nation's currency.
American rents are falling for the first time since 2010
Reports

American rents are falling for the first time since 2010

American renters are facing the most favorable environment in years – a deflationary trend that could bolster the case for the Federal Reserve's first rate cut later this year.
Our nowcast shows UK inflation ticks higher – even as the BOE prepares to cut
Reports

Our nowcast shows UK inflation ticks higher – even as the BOE prepares to cut

After the battle against post-pandemic inflation, the Bank of England is widely expected to deliver its first rate reduction since the pandemic on Aug. 1.
Global food inflation eases: comparing indices from CEIC and the United Nations
Reports

Global food inflation eases: comparing indices from CEIC and the United Nations

The United Nations' Food and Agriculture Organization releases monthly indicators covering prices for cereals, dairy, meat, and more.
Leading indicators for Thai property: bad debts and Bangkok’s stock exchange
Reports

Leading indicators for Thai property: bad debts and Bangkok’s stock exchange

It could be some time before the Thai property market regains its zip, given the sluggish equity market, a recent tick higher in bad bank loans and a still-thin yield spread for Thai government bonds.
Import growth amid weak real underscores Brazil’s robust economy
Reports

Import growth amid weak real underscores Brazil’s robust economy

In a signal that Brazil's economy remains buoyant, imports maintained their upward trend in the second quarter – despite a depreciating currency that made those purchases more expensive.
The seasonality of steelmaking in China
Reports

The seasonality of steelmaking in China

To track the performance of China's steel sector, we can analyze a stream of high-frequency data recently added to the CEIC platform.
Mortgages: watching refinancing as Americans await rate cuts
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.
Will the garment industry help turn India into a manufacturing power?
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.
Jakarta’s polluted air: a poor performer among ASEAN capitals
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.
Nowcasting exports in Japan; slowing, but still robust
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.
Reduced fund flows hit Colombia’s peso again
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.