Our Insights

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

The impact of Brazil’s flood disaster on the stock market
Reports

The impact of Brazil’s flood disaster on the stock market

The deadly floods that devastated southern Brazil have profoundly affected the economy. To get a sense of the worst-hit industries, we can turn to the sectoral indices provided by Exchange Data International, which were recently incorporated into the CEIC platform.
Tracking Vietnamese export performance in real time using shipping traffic
Reports

Tracking Vietnamese export performance in real time using shipping traffic

Vietnamese exports are booming as multinational firms relocate manufacturing facilities. High-frequency data on the shipping market lets us track this performance in real time.
Argentina’s Inflation Keeps Falling Amid Milei’s Surpluses
Reports

Argentina’s Inflation Keeps Falling Amid Milei’s Surpluses

Argentina recently announced its fourth consecutive month of budget surpluses in the wake of President Javier Milei’s tough austerity measures. This also continues to result in a sharp slowdown in inflation.
Australia: only a marginal drop for the stubborn CPI plateau
Reports

Australia: only a marginal drop for the stubborn CPI plateau

Australian central bankers recently ruled out rate cuts until 2025. With official May CPI data unavailable until the end of June, our nowcast gives an early insight into whether the RBA will stick to this stance.
India set to close fiscal year with solid growth as Modi seeks re-election
Reports

India set to close fiscal year with solid growth as Modi seeks re-election

Mexican GDP picks up as voters prepare to judge AMLO’s party
Reports

Mexican GDP picks up as voters prepare to judge AMLO’s party

With Mexico's election less than two weeks away, economic growth is estimated to have accelerated. According to the daily GDP nowcast CEIC sources from Now-Casting Economics, real GDP growth accelerated to a 2.2% year-on year pace in Q2 from 1.6% in the previous quarter.
Indonesian inflation is easing after surprise rate hike shores up the rupiah
Reports

Indonesian inflation is easing after surprise rate hike shores up the rupiah

Indonesia's central bank recently implemented a surprise rate hike to support the rupiah. Our proprietary weekly inflation nowcast is suggesting that this move is having the desired impact of reducing price growth, as well.
Brazil’s floods interrupt the disinflationary trend that had reassured central bankers
Reports

Brazil’s floods interrupt the disinflationary trend that had reassured central bankers

The devastating, El Nino-linked flooding in Brazil has disrupted the nation's trajectory of steady growth and falling inflation. CEIC's nowcast shows that price increases are ticking up in real time amid livestock losses and ruined crops in the nation's southern agricultural heartland.
Australian inflation keeps plateauing – and the RBA is concerned
Reports

Australian inflation keeps plateauing – and the RBA is concerned

Our Brazil GDP nowcast is less bullish than before
Reports

Our Brazil GDP nowcast is less bullish than before

Brazil probably had a weaker first quarter than CEIC's proprietary GDP nowcast had previously anticipated. Nonetheless, it is still estimated to have grown at a faster rate than the previous quarter.
Swiping cards and eating sandwiches on the go: real-time indicators of weaker UK spending
Reports

Swiping cards and eating sandwiches on the go: real-time indicators of weaker UK spending

To get a real-time sense of consumer confidence, watch Britons' daily use of their payment cards – especially their spending on takeaway sandwiches and coffee.
Stubborn core inflation in Japan and UK persists, our nowcasts say
Reports

Stubborn core inflation in Japan and UK persists, our nowcasts say

Global inflation has proven sticky in 2024. CEIC's newest proprietary nowcasts suggest the situation is unlikely to change soon.