Our Insights

Donald Trump blamed his political opponents for some disappointing economic data. The government shutdown disrupted the US economy to a significant degree – masking the remarkable effects of the artificial intelligence-driven capital-spending boom.

For Indonesia, sluggish income growth has been a persistent issue. It's not just the case for graduates in Jakarta: our granular datasets show how workers in Central Sulawesi are seeing limited benefits from the province's historic nickel boom.

High-frequency spending data from credit and debit cards provides a near-real-time look at Mexico’s worried consumers and sluggish economy.

After several years of shrinking share in China's hyper-competitive smartphone market, Apple appears to have regained ground after launching the iPhone 17.

The eurozone is experiencing a modest recovery, but underlying trends highlight sustained export weakness. Demand has struggled to gain traction amid strong competitive pressure from Chinese exports and Donald Trump's tariffs. Net exports declined for five consecutive quarters through Q3 2025. That's offset relatively robust investment growth (driven by defense spending) and household consumption.