Our Insights

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

How central bank liquidity shows up in US fund flows
Reports

How central bank liquidity shows up in US fund flows

How central bank liquidity shows up in US fund flows
Outflows in Brazil gather pace as carry trade disrupted
Reports

Outflows in Brazil gather pace as carry trade disrupted

Outflows in Brazil gather pace as carry trade disrupted
Japan equity inflows remain strong despite monetary tightening surprise
Reports

Japan equity inflows remain strong despite monetary tightening surprise

The Bank of Japan shocked global markets on July 31 with its rate hike, affecting asset classes from US tech stocks to cryptocurrencies. But what impact has been felt in its home equity market?
CEIC and EPFR Chart Pack: Macro links to a market correction
Reports

CEIC and EPFR Chart Pack: Macro links to a market correction

Macroeconomics and the financial markets are linked at a moment of turmoil
The iPhone-driven electronics success story in India
Reports

The iPhone-driven electronics success story in India

Electronics manufacturing by foreign companies is a success story for Narendra Modi's government, especially when it comes to phones.
Finding correlations between Mexican stocks and the economy
Reports

Finding correlations between Mexican stocks and the economy

Macroeconomic trends and the financial markets are intricately linked. In search of correlations, we can turn to our global equity market offering, which is sourced from Exchange Data International.
The eurozone’s tepid growth: Germany struggles while the south outperforms
Reports

The eurozone’s tepid growth: Germany struggles while the south outperforms

The eurozone is beating economic expectations, and it's doing it without any help from Germany.
Poland and Baltic nations stand out in CEE bond and equity fund flows
Reports

Poland and Baltic nations stand out in CEE bond and equity fund flows

Poland’s equity and bond markets have been popular with international fund investors this year, according to fund flow data from EPFR.
Daily shipping data provides early insight into US trade
Reports

Daily shipping data provides early insight into US trade

The final US foreign-trade report for June won’t be published until August 6. But watchers of alternative, real-time data can get advanced insights into this key metric for the economy.
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.