Our Insights

세계 각국의 CEIC 애널리스트가 직접 엄선한 신흥 시장과 선진국 시장의 뉴스와 인사이트(분석자료)

Three key economic flows to Mexico at risk from Trump
Reports

Three key economic flows to Mexico at risk from Trump

As markets gauge whether president-elect Donald Trump will follow through on his vow to slap tariffs on all US imports, Mexico is watching keenly. America's southern neighbor surpassed China to become the top exporter to the US last year, benefiting from 'nearshoring.'
Central and eastern Europe currencies get sideswiped by Trump
Reports

Central and eastern Europe currencies get sideswiped by Trump

China and Mexico might be in Trump's tariff crosshairs, but some of the hardest-hit currencies since the Nov. 5 election have been found in central and eastern Europe.
A deep dive into China’s trade landscape: global export share and hot industries
Reports

A deep dive into China’s trade landscape: global export share and hot industries

As markets anticipate US president-elect Donald Trump's intentions on international trade and tariffs, we've created long-term, holistic visualizations of China's exports.
Watching Turkish card data in real time: moderation for retail sales and inflation
Reports

Watching Turkish card data in real time: moderation for retail sales and inflation

CEIC’s data on credit and debit cards offer insights on the economy in near-real time. This week, we apply payment card figures to Turkey to anticipate official retail sales figures.
Nowcasting Brazil: GDP is poised for further acceleration
Reports

Nowcasting Brazil: GDP is poised for further acceleration

Our latest nowcast says Brazil's robust economy is not slowing down. (The central bank probably agrees; it just doubled the pace of monetary tightening.)
How US-China Trade Changed Under Trump and Biden
Reports

How US-China Trade Changed Under Trump and Biden

Donald Trump's first term reshaped the bilateral trade landscape between China and the United States. The US trade deficit with China stopped shrinking during the pandemic - but as our chart shows, this proved to be a temporary phenomenon over the longer term.
Flashback: Fund flows to BRIICS equities after the 2016 election
Reports

Flashback: Fund flows to BRIICS equities after the 2016 election

With Donald Trump threatening to slap tariffs on the rest of the world (and especially China), what will happen to confidence in emerging equity markets?
ASEAN-US trade under Trump: lessons from 2017-21
Reports

ASEAN-US trade under Trump: lessons from 2017-21

Donald Trump's return as president is expected to complicate global trade. What are the implications for Asia, and what lessons can we draw from his previous term?
A last-minute look at US swing states
Reports

A last-minute look at US swing states

With the US election just days away, we're revisiting our analysis of key swing states that will determine whether Donald Trump or Kamala Harris becomes President.
China: local vs. central government borrowing and the national debt ceiling
Reports

China: local vs. central government borrowing and the national debt ceiling

China's recently unveiled stimulus measures have brought attention to borrowing by sub-national governments
Malaysia's budget: more spending, more taxes, fewer subsidies
Reports

Malaysia's budget: more spending, more taxes, fewer subsidies

Malaysia's latest budget will see a significant increase in spending, with more resources allocated to education, healthcare and welfare.
Falling Steak Consumption Amid Austerity Pushes Argentine Inflation Down
Reports

Falling Steak Consumption Amid Austerity Pushes Argentine Inflation Down

Argentina has the highest per capita beef consumption in the world. However, President Javier Milei's tough austerity measures have led Argentines to cut back on their favorite food -- and the effect is so pronounced that it's driving down the nation's infamously high inflation rate.