Reports
Japan’s rice crisis from acreage reduction to panic buying
Japan had broadly welcomed the current turn from deflation to inflation, but the recent spiral in rice prices is starting to seriously strain household budgets.
Reports
Coal's complex export dynamics: Indonesia, China and emissions concerns
Indonesia is the world's largest coal exporter, and its production hit a new high last year; China is its top market for the mineral (and the world's No. 1 coal importer more broadly).
Reports
Exploring Gold & Precious Metals commodities intelligence with CEIC
Discover how CEIC’s timely, locally sourced datasets on Gold and Precious Metals can help you navigate supply and demand shifts, build smarter models, and stay ahead of market-moving trends.
Reports
India's surprise half-point rate cut
India might be the world's fastest-growing major economy, but the pace wasn't enough for Sanjay Malhotra, the recently installed governor of the Reserve Bank of India. He unexpectedly cut the central bank's key rate by 50 basis points a week ago and slashed the cash reserve ratio for lenders.
Reports
Deflation is back in Switzerland
While most developed economies continue to grapple with sticky inflation, Switzerland is actually seeing consumer prices shrink. As a result, some observers see a return to negative interest rate policies as a distinct possibility.
Reports
China's growing importance to the global oil market
The primary driver of global crude oil demand has shifted from developed economies to emerging markets. In 2023, non-OECD countries accounted for 55% of global crude oil demand; meanwhile, as our chart of global consumption shows, demand growth in developed countries has remained relatively stable.
Reports
US 50% steel & aluminum tariffs kick in
Donald Trump's promised tariffs on steel and aluminum took effect in early June, imposing a levy of 50% on imports of both metals. The administration argued that that tariffs in the president's first term successfully supported domestic producers against unfair foreign competition as imports decreased.
Reports
Comparing the US and Japanese yield curves, bond markets and auctions
Analyzing the US and Japanese government bond yield curves over the years shows that when it comes to steepness, the two nations have "swapped places" several times over the past decade. We show this by charting the spread between 5- and 30-year bond yields for both nations.
Reports
China's services trade balance: tourism rebound drives deficit amid pockets of surplus
While China's goods exports are often in the headlines, its international services trade has steadily increased as well -- surpassing USD 1 trillion for the first time in 2024. Since 2001, services' share of China's total trade mix (including imports and exports) has fluctuated between about 10% and a peak of 17%; as our chart shows, a sharp decline during the pandemic was followed by a steady rebound.
Reports
High-frequency US jobs data suggests April JOLTS improvement might not last
Amid varied data on the health of the US economy, the recently released April JOLTS (Job Openings and Labor Turnover Survey) painted a relatively positive picture on employment. However, high-frequency data tracked by CEIC suggests the gradual cooling trend of the past two years is likely to resume.
Reports
Video on Demand: Thailand & ASEAN Economic Resilience Amid US Tariffs
Our latest on-demand video – “Thailand and ASEAN Economic Resilience Amid US Tariffs” – unpacks the implications of rising tariffs on commodities, currency and investment in ASEAN and the Thailand market with an compelling insights.
Reports
Brazil’s robust soy season: tracking agriculture exports on a weekly basis
Brazil is the dominant player in the global soybean trade after a surge in production in recent decades. It's the world's largest producer and exporter of this crop, and has become China's key supplier.