Our Insights

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

US polls: Harris takes the lead
Reports

US polls: Harris takes the lead

To say the least, it was an eventful summer in American politics. But with two months to go before the election, Kamala Harris is pulling slightly ahead of Donald Trump in the race for president.
Nowcasting Mexico
Reports

Nowcasting Mexico

After years of robust performance, Mexico’s economy is slowing. On September 2, the Banco de Mexico downgraded its gross domestic product forecasts for the fifth time this year.
Flooding aftermath: Brazil’s insurance rates normalize, moderating inflation
Articles

Flooding aftermath: Brazil’s insurance rates normalize, moderating inflation

Deadly flooding in southern Brazil this year devastated communities and disrupted key industries. It also worsened inflation. But that financial impact is easing as premiums return to pre-disaster norms.
Taiwan tech stocks are a leading indicator for trade figures in ASEAN
Reports

Taiwan tech stocks are a leading indicator for trade figures in ASEAN

The ASEAN nations have been effectively integrating themselves into the global value chain for semiconductors. Proof of this can be found via a potentially surprising correlation.
Visualizing the controversial nonfarm payroll revisions
Reports

Visualizing the controversial nonfarm payroll revisions

Revisions to past US jobs reports are stoking debate in the run-up to a potentially pivotal Fed meeting -- to say nothing of the presidential election. How strong has the seemingly resilient economy really been?
Considering JOLTS: the US job market weakens, but only to pre-pandemic tightness
Reports

Considering JOLTS: the US job market weakens, but only to pre-pandemic tightness

Ahead of the September 17-18 Federal Reserve meeting, where a rate cut is widely expected, we’ve taken a deep dive into JOLTS: the Job Openings and Labor Turnover Survey.
Singapore's finance companies get their pre-pandemic metrics back
Reports

Singapore's finance companies get their pre-pandemic metrics back

It's back to pre-pandemic normal for Singapore's finance companies after a period of stretched financial metrics.
How fund flows to Chile correlate with copper prices
Reports

How fund flows to Chile correlate with copper prices

Copper mining is Chile's most important industry. While this critical industrial metal is responsible for about a quarter of foreign direct investment in the country, FDI statistics are reported just once a year.
Tesla’s electric-vehicle production in Shanghai
Reports

Tesla’s electric-vehicle production in Shanghai

Electric vehicles may be key to the climate transition, but for now their production is complicated by international trade disputes. The EU recently unveiled a five-year tariff of up to 36% on Chinese-made electric vehicles.
Reading the news to predict US economic sentiment
Reports

Reading the news to predict US economic sentiment

The San Francisco Fed has a keen eye on the news: using technology, it measures the tone of financial and economic headlines via the Daily News Sentiment Index.
A slowing outlook for inflation in Japan
Reports

A slowing outlook for inflation in Japan

Japan's macroeconomic situation is a global outlier, confounding the traditional monetary-policy playbook: even as inflation eases, the nation's central bank has signaled that it would increase interest rates again if necessary.
Nowcasting US PCE inflation – Powell’s preferred metric
Reports

Nowcasting US PCE inflation – Powell’s preferred metric

CEIC’s latest US inflation nowcast focuses on the Federal Reserve chairman's preferred barometer of US price levels.