Articles
ASEAN nations have trouble trading with each other
In an increasingly fractured global economy, ASEAN policymakers have been discussing greater regional self-sufficiency: trading more within the Southeast Asian economic bloc, rather than relying on large external markets – i.e. the US.
Articles
Dramatic days for Japanese bonds ahead of snap Sanaenomics election
The "bond vigilantes" are back in Japan amid Sanae Takaichi's plans to spend more and cut taxes. The Japanese prime minister is putting her policies to the voters in a Feb. 8 snap election, aiming to capitalize on the popularity of this agenda despite fatigue with her LDP party.
Quants Corner
Quants Corner | Hanging Your Hat on Now Versus Then
In this Quants Corner we are utilizing some of the nowcasts developed by CEIC which is part of ISI Global Markets’ Data & Analytics division. Using CEIC’s Inflation and GDP Nowcast series, we construct and evaluate macro-level factors as quantitative investment signals across multiple asset classes, including equity country indices, currencies, and investment-grade bonds.
Articles
Japan-China trade and rare earths
Recent developments in China-Japan trade relations have drawn attention. Rare-earth elements, magnets, chemicals and technology-related components could be affected.
Articles
High-frequency Indonesia food index suggests a slowdown for inflation
Our proprietary food index for Indonesia is providing a heads up for yet-to-be-released official inflation statistics – suggesting a sharp slowdown after a late 2025 price surge.
Articles
EU-Mercosur deal has scope to revive lackluster trade trends
The EU reached a historic trade deal this month even as Donald Trump threatened to tariff European countries. After 25 years of talks, Mercosur – the 5-nation South American bloc led by Brazil and Argentina – signed a deal creating one of the largest free-trade areas in the world.
Articles
US trade and industries at risk for Greenland's European allies
Donald Trump called off planned tariffs on European military allies that opposed his vow to acquire Greenland, but it's worth examining US trade relationships that were in the balance.
Data Bytes
Exploring Real Estate Insights with CEIC
Articles
Global gold shipments distort US trade and GDP nowcast (again)
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.
Articles
Lackluster Christmas spending in advanced economies
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.
Articles
Lackluster Christmas spending in advanced economies
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.
Articles
Indonesia’s rupiah breaks historic trend amid foreign outflows
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.