What's behind the rupee's increasing volatility? India's new central bank chief and Trump, probably
Reports

What's behind the rupee's increasing volatility? India's new central bank chief and Trump, probably

 Change is afoot for the Indian rupee. Sanjay Malhotra took the reins of the Reserve Bank of India in December; since then, a two-year de facto peg with the US dollar has been eased. As our chart shows, this period of very limited volatility for the USD/INR currency pair stands out.
China's bet on Indonesia's resources: it's not just nickel
Reports

China's bet on Indonesia's resources: it's not just nickel

 This week's charts on one of Asia's most interesting bilateral trading relationships expand on our visualizations of the Chinese-driven Indonesian nickel boom.
 Don't underestimate Australia's hot housing market: Point-in-Time tracks upward revisions
Reports

Don't underestimate Australia's hot housing market: Point-in-Time tracks upward revisions

Australia has long been known for its expensive housing market, particularly in Sydney. But even these robust price increases can be underestimated, as data revisions indicate.
How gold flows (and tariffs) distort the Atlanta Fed's recession model
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How gold flows (and tariffs) distort the Atlanta Fed's recession model

As President Trump's tariffs roil markets and stir pessimism about a recession, the Atlanta Fed's nowcast of a US economy deteriorating in real time made the headlines.
Exploring Trump's tariffs and the international trade landscape
Reports

Exploring Trump's tariffs and the international trade landscape

Donald Trump is rewriting the rules of international trade in his second term. Shortly after taking office, his administration introduced sweeping tariffs - 25% on Canada and Mexico, 10% on Chinese imports and 25% on aluminum and steel. The latest tariff plan is 25% on imports of all foreign-made cars.
Visualizing revisions tracking GDP with our Point-in-Time data
Reports

Visualizing revisions tracking GDP with our Point-in-Time data

Amid daily news surprises from Trump's Washington, we can expect more volatility in economic data. This week, we're visualizing US gross domestic product revisions to demonstrate the use case for CEIC's market-leading Point-in-Time (PiT) datasets.
Indonesia's new president slashes infrastructure spending amid populist priorities
Reports

Indonesia's new president slashes infrastructure spending amid populist priorities

President Prabowo Subianto took the reins of ASEAN's largest economy late last year. His populist spending measures – including the expansion of a free-meal program – are coming at the expense of infrastructure investment. As our first chart shows, the annualized growth rate for government capital spending immediately decelerated -- reaching the slowest pace in a year and a half.
Nowcasting Europe inflation plateau points to ECB rate cut
Reports

Nowcasting Europe inflation plateau points to ECB rate cut

On March 6, the European Central Bank is widely expected to cut interest rates for the sixth time this cycle. CEIC's proprietary nowcast suggests that policy makers might feel comfortable making this move because inflation has stopped accelerating. (We'll find out for sure when price data is released on March 3.)