Our Insights

GDPNow has just seen another sudden revision: after US trade figures for October were released on Jan. 8, the nowcast was revised to a 5%-plus rate of real-time economic growth – a jump of two percentage points and a two-year high.

Christmas saw a weaker seasonal spending impulse across advanced economies. While households continued to spend through the year, the traditional end-of-year uplift narrowed materially, particularly for discretionary items such as electronics, clothing and sporting goods.

Christmas saw a weaker seasonal spending impulse across advanced economies. While households continued to spend through the year, the traditional end-of-year uplift narrowed materially, particularly for discretionary items such as electronics, clothing and sporting goods.

Indonesia's rupiah has been approaching all-time lows, driven by persistent fiscal concerns. It's worth observing how a long-time relationship is breaking down.

CEIC recently added thematic datasets on the Belt and Road Initiative (BRI), China's signature international investment strategy.