
Reports
High-frequency commodity data signals an end to China's deflationary trend
High-frequency indicators give CEIC users early insight into official data published with a time lag.
In this case, we've charted the correlation between commodity prices and China's producer price index (PPI) -- showing that the deflationary trend seen since mid-2024 is likely to break.
In this case, we've charted the correlation between commodity prices and China's producer price index (PPI) -- showing that the deflationary trend seen since mid-2024 is likely to break.

Reports
Middle East shipping traffic recovers even in a time of war
With an Israel-Iran ceasefire holding for now, we've examining the effects on shipping using high-frequency data from MarineTraffic. Since Israel's June 13 attack on Iranian nuclear and military facilities, Middle East port arrivals and departures -- perhaps surprisingly -- are rebounding on a year-on-year basis.
Reports
The implications of closing the Strait of Hormuz oil route on China
The Israel-Iran conflict has oil traders and shipping firms focused on the Strait of Hormuz -- a critical chokepoint for Middle East energy exports. A blockade by Iran would have global implications for inflation and oil prices, but arguably the disruption would be most keenly felt in Asia-Pacific countries -- the key destination for Persian Gulf oil.

Reports
Southeast Asia's stagnant incomes
Real wages among ASEAN-6 countries have remained broadly stagnant, with nominal increases offset by a rising cost of living. This is particularly the case for Indonesia, Singapore and the Philippines -- but even high-income Singapore is not immune.

Reports
US Treasury auctions hold firm amid fiscal and policy jitters
Is the US fiscal path sustainable, especially given sticky inflation, higher-for-longer interest rates and the Trump administration's unpredictable policy mix? Questions were raised after a government bond auction in May was poorly received, but more recent debt sales indicated there is still robust demand for long-term securities.

Reports
Global contagion lessons from bond and equity flows
Financial crises are not all created equally. We can take a historic look at the severity of various episodes since the 1990s thanks to fund-flow data from our partners at EPFR - and compare the differing levels of global contagion on equities and bonds.

Reports
Japan’s rice crisis from acreage reduction to panic buying
Japan had broadly welcomed the current turn from deflation to inflation, but the recent spiral in rice prices is starting to seriously strain household budgets.