Data Bytes
LNG: Who’s Buying, Who’s Supplying, What’s Next?
In our latest video on demand, our expert breaks down what’s shaping the LNG market.
Data Bytes
Unlock Oil Alpha: The Datasets Your Models Are Missing
The price of crude is a barometer for the world economy; recession and trade war fears have shown up in lower prices. On the demand side, emerging markets now drive more than 90% of the growth in demand.
Data Bytes
Copper’s next big shift: Is your model ready?
Copper is one of the world’s most critical industrial metals and a key signal for the global economy.
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).
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.
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.
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.
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.
Reports
Implications of the Thai-Cambodia crisis trade and tourism
The escalating tensions along the Thai-Cambodian border have not just caused a market-shaking political crisis in Bangkok; they have begun to disrupt cross-border trade.
Reports
Iran’s wartime oil shipping boom a granular look at individual ports
"Iranian Oil Production Booms Amid the Bombs," as Bloomberg News recently put it; the country rushed to export more oil following Israel's June 13 attack. (As Iranian ships continue to head to key Asian markets, crude was trading well below USD 70 per barrel at the time of writing.)
Reports
Measuring the rainfall that sparked the Texas floods
Deadly floods devastated central Texas over the 4th of July weekend. Daily precipitation data sourced from the Climate Prediction Center illustrates the extreme rainfall that triggered the disaster.
Reports
Shenzhen's journey from industrial boom to growing tech hub
Shenzhen was China's first special economic zone, and the city's growth since the 1980s has been spectacular. Our datasets on the city allow us to take a granular look at how the economy has changed.