Reports
Bank of Japan's upward inflation spiral: unpacking forecast revisions with Point-in-Time data
Two years ago, the Bank of Japan was seeking sustained inflation before it would end the world's last negative-rate policy. Today, we can illustrate how the central bank got its wish thanks to CEIC's market-leading Point-in-Time (PiT) datasets, which track the Bank of Japan's forecast revisions for inflation.
Reports
Canadian export slump on Trump threats has already shown up in daily shipping data
Less than a month after Donald Trump's inauguration, it appears that the US president's tariff threats against Canada were already showing up in high-frequency shipping data tracked by CEIC.
Reports
What's behind the rupee's increasing volatility? India's new central bank chief and Trump, probably
Change is afoot for the Indian rupee. Sanjay Malhotra took the reins of the Reserve Bank of India in December; since then, a two-year de facto peg with the US dollar has been eased. As our chart shows, this period of very limited volatility for the USD/INR currency pair stands out.
Reports
China's bet on Indonesia's resources: it's not just nickel
This week's charts on one of Asia's most interesting bilateral trading relationships expand on our visualizations of the Chinese-driven Indonesian nickel boom.
Reports
Don't underestimate Australia's hot housing market: Point-in-Time tracks upward revisions
Australia has long been known for its expensive housing market, particularly in Sydney. But even these robust price increases can be underestimated, as data revisions indicate.
Reports
How gold flows (and tariffs) distort the Atlanta Fed's recession model
As President Trump's tariffs roil markets and stir pessimism about a recession, the Atlanta Fed's nowcast of a US economy deteriorating in real time made the headlines.
Reports
Exploring Trump's tariffs and the international trade landscape
Donald Trump is rewriting the rules of international trade in his second term. Shortly after taking office, his administration introduced sweeping tariffs - 25% on Canada and Mexico, 10% on Chinese imports and 25% on aluminum and steel. The latest tariff plan is 25% on imports of all foreign-made cars.
Reports
Visualizing revisions tracking GDP with our Point-in-Time data
Amid daily news surprises from Trump's Washington, we can expect more volatility in economic data. This week, we're visualizing US gross domestic product revisions to demonstrate the use case for CEIC's market-leading Point-in-Time (PiT) datasets.
Reports
Indonesia's new president slashes infrastructure spending amid populist priorities
President Prabowo Subianto took the reins of ASEAN's largest economy late last year. His populist spending measures – including the expansion of a free-meal program – are coming at the expense of infrastructure investment. As our first chart shows, the annualized growth rate for government capital spending immediately decelerated -- reaching the slowest pace in a year and a half.
Reports
Nowcasting Europe inflation plateau points to ECB rate cut
On March 6, the European Central Bank is widely expected to cut interest rates for the sixth time this cycle. CEIC's proprietary nowcast suggests that policy makers might feel comfortable making this move because inflation has stopped accelerating. (We'll find out for sure when price data is released on March 3.)
Reports
DOGE hits America's labor market in weekly alternative data
The surprisingly tight US labor market of recent years has finally met its match: Elon Musk. The mass government layoffs and federal hiring freeze Musk initiated in his capacity as Donald Trump's adviser are being reflected in high-frequency data tracked by CEIC.
Data Bytes
Cenário Cambial Brasil 2025: Perspectivas e Projeções para a Taxa de Câmbio
A taxa de câmbio brasileira segue como um dos principais temas para análise econômica e estratégica em 2025. O contexto atual é influenciado por fatores externos, como a força do dólar (DXY) devido à resiliência da economia dos EUA e a adoção de medidas protecionistas, além de desafios internos, como o agravamento do déficit fiscal e a redução do diferencial de juros. Esses elementos compõem um cenário desafiador para o real.