Our Insights

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

How Brazil's El Nino-hit soy harvest drove down shipping demand
Reports

How Brazil's El Nino-hit soy harvest drove down shipping demand

Producers of global agricultural commodities face a complex environment that changes every year. Weather conditions, demand, and prices for inputs like fuel and fertilizer are all volatile.
US manufacturing: a long road to reshoring
Reports

US manufacturing: a long road to reshoring

Trade and industrial policy remains in focus in the countdown to the presidential election. Former President Trump has long advocated for repatriating American manufacturing; Vice-President Harris vows to continue efforts to bolster supply chains with more "onshoring."
Equity fund flows to Malaysia and Fed loosening are supporting the ringgit
Reports

Equity fund flows to Malaysia and Fed loosening are supporting the ringgit

Inflows to a nation's bond and stock markets can significantly influence exchange rates. We can explore this trend in Malaysia and the broader ASEAN-6 bloc thanks to our partnership with EPFR and its wealth of data on fund flows and asset allocation.
An aging population in Brazil means fiscal stress
Reports

An aging population in Brazil means fiscal stress

Aging populations are putting stress on social systems across developed markets, but Brazil is seeing similar demographic tendencies.
Apple in China: who sells the most iPhones?
Reports

Apple in China: who sells the most iPhones?

Amid the fanfare of Apple’s latest product reveal, we charted iPhone sales at some of the most popular online retailers in China.
How Indonesia fund flows correlate with higher prices for commodities
Reports

How Indonesia fund flows correlate with higher prices for commodities

Indonesia is one of the world's largest exporters of key commodities such as coal, palm oil and nickel.
The gold-Treasury yield relationship was briefly interrupted this year
Reports

The gold-Treasury yield relationship was briefly interrupted this year

The long-delayed Federal Reserve "pivot" has been the story of monetary policy over the past year.
Tracking US equity volatility as Fed cut looms
Reports

Tracking US equity volatility as Fed cut looms

August 2024 saw the most stock volatility in years, with markets hit by a weak employment report that renewed US recession fears.
China PMI shows tech is more optimistic than other manufacturing sectors
Reports

China PMI shows tech is more optimistic than other manufacturing sectors

China's tech executives are continually more optimistic than their counterparts in other manufacturing sectors.
How the smartphone boom shows up in India’s trade data
Reports

How the smartphone boom shows up in India’s trade data

The electronics industry is one of India's success stories. CEIC has added more detailed trade data for India, enabling our users to drill down for more granular information.
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.