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CEIC
06.04.2026 Publications
When Chancellor Friedrich Merz announced a dramatic increase in defense spending a year ago, many observers hoped that this would stimulate Germany’s stagnant industrial production.
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As Mexico starts talks with Donald Trump's administration to review the USMCA trade agreement, economic ties with China are in focus. As China-Mexico bilateral flows have grown, the relationship increasingly touches on the most politically sensitive segments of North American manufacturing.
The imported supply shock from war in the Persian Gulf is dominating headlines, but Japan also has uniquely homegrown inflation pressures.
From the first Gulf War in 1990 to the current crisis in the Strait of Hormuz, the quickest impacts from geopolitical shocks often show up in gasoline prices and then feed into inflation. We can observe this phenomenon in near real time thanks to our daily and weekly payment-card data for major economies.
EMIS
26.03.2026 Insights
Brazil is emerging as one of Latin America’s most promising markets for telemedicine and digital health investment, driven by a
25.03.2026 Publications
Traditionally, Japan was Thailand's biggest foreign investor. Automakers such as Toyota and electronics companies like Panasonic and Sony were notable for having long-standing supply-chain linkages between their Thai and Japanese facilities.
Chinese economic statistics released this week beat analysts' expectations, driven by an uptick in investment as well as domestic consumption. But the overall economic picture is not a simple story of broad-based recovery.
It's not just fossil fuels: the implications of the Persian Gulf conflict extend to fertilizers -- a key expense for farmers and a potential threat to food affordability around the world.
24.03.2026 Publications
As oil prices surge past USD 100 a barrel, Donald Trump has vowed to reopen the Strait of Hormuz to global shipping traffic -- but US officials have warned that a successful outcome could take weeks.
20.03.2026 Press Releases
ISI Markets (ISI) has announced a significant expansion of its CEIC data offering on Snowflake Marketplace, enabling quantitative researchers and data scientists with direct, native access to an expanded universe of CEIC economic intelligence within the Snowflake AI Data Cloud.
18.03.2026 Insights
Eastern Europe Hungarian energy group MOL has signed a binding heads of agreement to acquire a 56.15% stake in Serbian
Norwegian telco Telenor has agreed to sell its stake in True Corporation Pcl, Thailand’s largest telecom-tech platform, in a landmark transaction valued
17.03.2026 Publications
Indonesia is building a new capital on Borneo's east coast. The construction of Nusantara aims to spearhead development in the archipelago nation's less developed Kalimantan provinces and relocate the administrative apparatus from the congested megacity of Jakarta. T
China recently concluded its "Two Sessions" meetings, a key forum for policy-setting. Similarly to last year, domestic-driven demand and consumption
London property is getting cheaper, but that has resulted in limited relief for first-time homebuyers
With many Asian countries dependent on oil imported from the Persian Gulf, we're examining how currencies in the ASEAN bloc have reacted to the current geopolitical crisis.
With the globally vital Strait of Hormuz de facto closed to commercial shipping for now, we've examined how China's energy reserves were poised for resilience before the outbreak of conflict between the US, Israel and Iran.
ISI
12.03.2026 Press Releases
London, 12 March, 2026: ISI Markets is reintroducing itself as ISI – uniting its broad array of proprietary data assets under a
11.03.2026 Publications
Last year, inflationary pressures looked under control in Europe. As war erupts in the Persian Gulf, that could be set to change -- highlighting the continent's energy dependence on oil tankers and LNG vessels.
India is one of the many Asian nations whose energy supplies are at risk from the current crisis. About half of the nation's fossil-fuel imports transit the Strait of Hormuz in tankers departing Saudi oil terminals and Qatari LNG facilities. We've highlighted the affected sources of supply.
Every year, we gather key indicators on tourism and leisure spending to gauge the economy during China's most important holiday period. In 2026, the New Year (also known as the Spring Festival) saw a general uptick in spending, but an outsized surge in travel -- especially to domestic destinations.
REDD
02.03.2026 Insights
Africa 2050: Priced to Perfection? Investors are betting on a tn future while ignoring 2025’s immediate red flags. But with
02.03.2026 Publications
Thailand’s shrinking labor force poses an increasing challenge to the economy. Some promising post-pandemic trends have withered, and there are fewer younger workers seeking to join the employment market than there used to be.
Is the world in for some welcome relief after the 2024-25 rebound in global food-price inflation, or is the situation merely flattered by comparisons with last year?
One of the surprising consequences of the AI boom has been a global memory-chip shortage. To feed the insatiable AI demand, semiconductor firms switched capacity to more profitable, cutting-edge categories (such as high-bandwidth memory, used in AI accelerators and data-center graphics processing units).
Donald Trump blamed his political opponents for some disappointing economic data. The government shutdown disrupted the US economy to a significant degree – masking the remarkable effects of the artificial intelligence-driven capital-spending boom.
EPFR
There was a lot for investors to digest going into the final days of February. The implications of the US Supreme Court’s ruling on President Donald Trump’s tariffs. The chances of a US strike on Iran. The risks posed by Anthropic’s Claude AI for existing software business models. The possibility that the recent partial gating of a major private capital fund signals wider problems.
27.02.2026 Publications
Market intelligence, procurement and strategy teams can deploy our unique range of datasets to understand up-and-coming sources for aluminum demand and make better decisions.
20.02.2026 Publications
For Indonesia, sluggish income growth has been a persistent issue. It's not just the case for graduates in Jakarta: our granular datasets show how workers in Central Sulawesi are seeing limited benefits from the province's historic nickel boom.
High-frequency spending data from credit and debit cards provides a near-real-time look at Mexico’s worried consumers and sluggish economy.
After several years of shrinking share in China's hyper-competitive smartphone market, Apple appears to have regained ground after launching the iPhone 17.
The eurozone is experiencing a modest recovery, but underlying trends highlight sustained export weakness. Demand has struggled to gain traction amid strong competitive pressure from Chinese exports and Donald Trump's tariffs. Net exports declined for five consecutive quarters through Q3 2025. That's offset relatively robust investment growth (driven by defense spending) and household consumption.
By Ahmet Kaya
16.02.2026 Publications
16.02.2026 Insights
Is US manufacturing emerging from its malaise? Surprisingly positive data suggests so, but there are caveats. The Institute for Supply
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