Our Insights

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

Bulgaria to become 21st eurozone member amid persistent inflation, housing boom
Reports

Bulgaria to become 21st eurozone member amid persistent inflation, housing boom

Indonesia's consumers aren't spending as job market stagnates
Reports

Indonesia's consumers aren't spending as job market stagnates

Hong Kong's HIBOR slide and a post-Liberation Day revival of the carry trade
Reports

Hong Kong's HIBOR slide and a post-Liberation Day revival of the carry trade

Analyzing the dollar’s recovery of safe-haven status
Reports

Analyzing the dollar’s recovery of safe-haven status

Thailand FX reserve strength means cheaper borrowing versus ASEAN peers
Reports

Thailand FX reserve strength means cheaper borrowing versus ASEAN peers

UK swap rates show market bets on two BOE rate cuts this year
Reports

UK swap rates show market bets on two BOE rate cuts this year

Japan's inflation-hit voters punish the LDP ahead of Ishiba's trade deal
Reports

Japan's inflation-hit voters punish the LDP ahead of Ishiba's trade deal

US home sales remain sluggish amid elevated mortgage rates
Reports

US home sales remain sluggish amid elevated mortgage rates

The doldrums persist for the US housing market. Affordability has plunged to its worst level in decades (especially for first-time buyers, as we have highlighted previously).
Malaysia rate cut was likely influenced by bank liquidity stress
Reports

Malaysia rate cut was likely influenced by bank liquidity stress

Malaysia's central bank recently loosened monetary policy. While an appreciating currency is lessening the risks of imported inflation, and policymakers want to cushion the economy against Donald Trump's trade war, the Bank Negara Malaysia (BNM) also probably factored in stresses facing the banking system.
India's food deflation likely predicts further easing in the CPI – and by the RBI
Reports

India's food deflation likely predicts further easing in the CPI – and by the RBI

Indian food prices are getting cheaper by the day. That's important for the overall inflation rate -- and the likelihood of more interest-rate cuts.
How China's trade dependencies have evolved in a higher-tariff era
Reports

How China's trade dependencies have evolved in a higher-tariff era

We're continuing our exploration of how tariff policies influence China's trade relationship with the US and other nations.
US-EU tariffs Chemicals, pharma, autos face lose-lose situation
Reports

US-EU tariffs Chemicals, pharma, autos face lose-lose situation

Donald Trump's August 1 deadline for "reciprocal tariffs" on most of the world is approaching. As the US President also threatens 30% tariffs on imports from the European Union and the EU threatens retaliatory action, we broke down how dependent these two massive markets are on trading with each other.