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#China is avoiding the global long-bond rout. Instead of the fiscal and inflationary pressures driving US yields higher, China is struggling to revive borrowing despite cheaper credit. Explore our charts here: eu1.hubs.ly/H0z8MW60
Tourism in #Thailand has been weak since the pandemic, but alternative, high-frequency datasets suggest the key Chinese market was responsible for healthy traffic during Golden Week. Read more here: eu1.hubs.ly/H0z8K4w0
Daily payment-card data from @Facteus is showing that inflation-hit Americans appear to be cutting back spending – especially when it comes to fast-food restaurants. Explore our charts here: eu1.hubs.ly/H0z8K4d0
As the Fed pivots to a hiking cycle, appetite for #LatAm debt and currencies is waning as the region’s “carry cushion” fades. Explore the implications for #Brazil, Mexico and other nations here: eu1.hubs.ly/H0z8J6G0
𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐢𝐧𝐠 𝐀𝐬𝐤𝐈𝐒𝐈 - 𝐚 𝐧𝐚𝐭𝐮𝐫𝐚𝐥-𝐥𝐚𝐧𝐠𝐮𝐚𝐠𝐞 𝐝𝐚𝐭𝐚 𝐝𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐥𝐚𝐲𝐞𝐫 - 𝐧𝐨𝐰 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 𝐢𝐧 𝐂𝐄𝐈𝐂.
CEIC holds 40M+ time series across 200+ countries and 4,000+ sources. AskISI unlocks all of it from a single question in your own words — without navigating the data or knowing which filters to apply.
👉 See AskISI in CEIC: eu1.hubs.ly/H0z6p870
#CEIC #AskISI #EconomicData #DataDiscovery
#Vietnam’s exports show the success of an electronics-driven “connector economy” export model. But sustained trade surpluses hinge on the value local factories add to imported components. Read more here: eu1.hubs.ly/H0y-Nc-0
Inflation in the #eurozone has mostly been contained to energy amid a hawkish @ECB. Will that change as unions push for higher pay? Dig deeper with our newsletter: eu1.hubs.ly/H0y-N800
Europe is increasingly dependent on US #diesel, helping explain why G7 nations agreed to release strategic reserves in the face of Donald Trump’s threatened export ban. Explore our charts here: eu1.hubs.ly/H0y-N3P0
Voters in #Brazil surprised markets as Flavio Bolsonaro performed better than expected against incumbent President Lula; the currency and stocks rallied. Read more about the tough challenge facing the nation’s next leader: eu1.hubs.ly/H0y-MVy0
Outer #space is becoming big business. Trade in satellite gear is booming. But @OECD data shows European public spending in this sector is outpacing its US counterpart. Read more in our newsletter: eu1.hubs.ly/H0yNJfW0
Supply-chain diversification to #Mexico and Vietnam still goes through China. Ahead of a potential US-Mexico trade deal, read more about the “connector economy” phenomenon in our newsletter: eu1.hubs.ly/H0yNJd10
The #ringgit could be under pressure as Malaysia’s @BNM_official looks likely to keep rates steady amid limited inflation. Read more in our newsletter: eu1.hubs.ly/H0yNJ7l0
#Inflation in #Indonesia has been reignited by higher food prices – especially vegetables – as the global energy shock spills over to other categories. Read more in our newsletter: eu1.hubs.ly/H0yCtw70
#China-US trade has been shrinking, but much more so for sensitive, strategic sectors such as AI-related goods. Read more in our newsletter: eu1.hubs.ly/H0yCtt20
#HongKong recently unveiled its first five-year plan. It aims to close the city’s innovation gap with Shenzhen and other clusters, and bolster its role in renminbi trading. Read more in our newsletter: eu1.hubs.ly/H0yCtp-0
Gas stocks in #Germany are running low as trapped #Qatari supply starves Europe’s gas grid. Read more in our newsletter: eu1.hubs.ly/H0yCtjc0
#Saudi crude shipments have slowed to a trickle as Houthi attacks complicated the kingdom’s Red Sea contingency plans. Read more in our newsletter: eu1.hubs.ly/H0yCtfy0
#China’s latest five-year plan aims to bolster the nation’s human capital. Targeted new university courses in “strategic” sectors are branching out beyond AI. Read more in our newsletter: eu1.hubs.ly/H0yr_Hw0
