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CEIC
16.10.2026 Insights
By Ranping ChenAs global inflation persists and markets fret about fiscal strains in developed markets, US 10-year Treasury yields have
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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.
By Samuel MalkunAs the Federal Reserve pivots to tighter policy, Latin American nations’ yield advantage over dollar-denominated debt is shrinking
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.
EMIS
14.10.2026 Insights
By Artur Swieciak, Head of Company Database, EMIS AI has made it easier to discover and process company information. Yet
EPFR
14.10.2026 Publications
Artificial intelligence, fiscal imbalances and electoral math occupied the minds of investors during the first week of the fourth quarter
09.10.2026 Insights
Headline inflation in the euro area has more than doubled since January amid the Hormuz oil shock. But so far,
In September, Vietnam posted a trade surplus of USD 1.27 billion, breaking a nine-month streak of deficits. Exports soared almost
Brazil’s voters surprised markets on Oct. 4, with conservative challenger Flávio Bolsonaro performing more strongly than expected against incumbent president
Diesel is the world’s critical fuel for freight, agriculture, construction and mining. With the US a major refiner – and
07.10.2026 Publications
Coming into the final quarter, yields on 30-year UK sovereign bonds were heading towards a level last seen in 1998,
05.10.2026 Insights, Publications
Great conversations. Brilliant minds. Real AI stories. Our latest EMIS business breakfast in Warsaw ‘𝐁𝐞𝐲𝐨𝐧𝐝 𝐭𝐡𝐞 𝐇𝐲𝐩𝐞: 𝐀𝐈 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬’
02.10.2026 Insights
Malaysia's relatively strong economy looks set to create a rather counter-intuitive outcome: a weaker currency, at least in the near
Space technology, once a niche investment theme, has become a strategic sector underpinning communications, navigation, infrastructure and defence. It's notable
As the Federal Reserve turns hawkish, US mortgage rates are taking another leg up – and that’s squeezing home affordability
Amid reports that Mexico could be near a deal to reduce Donald Trump's tariffs, we're revisiting the "connector economy" phenomenon.
30.09.2026 Publications
The penultimate week of 3Q26 was marked by rising short and long-term US interest rates, oil prices holding around the
29.09.2026 Insights
Emerging Europe Deutsche Telekom is acquiring Poland’s Fiberhost and Inea from Macquarie Asset Management for EUR 1bn, folding both into
The deal is one of a series of major foreign investments in Indian lenders and fintechs over the past year, as global firms bet on the country's fast-growing credit market.
Singapore is a major industrial and advanced manufacturing hub in ASEAN, with strengths across semiconductors, precision engineering, electronics, shipbuilding and
25.09.2026 Insights
As another wave of inflation spills over from energy costs and ripples through the global economy, the #ASEAN nations have
Chinese President Xi Jinping's state visit to Washington put renewed focus on high-level engagement between the world's two largest economies.
The Hong Kong Special Administrative Region recently unveiled its first five-year plan. Echoing the state-led, longer-term planning model seen elsewhere
#Germany's natural gas stocks are worryingly low for this time of year. The nation's main non-European source of supply is
CEIC's high-frequency datasets on tanker departures provide near-real-time insights into how oil export routes are being reshaped. This month's twist
24.09.2026 Publications
In the wake of the Federal Reserve’s first interest rate hike since 2023 and almost a year on the nose
24.09.2026 Insights
Singapore-listed Keppel DC REIT has agreed to acquire an 88.6% effective interest in Tokyo Data Centre 4 and Tokyo Data
Malayan Banking Berhad (Maybank), Malaysia’s largest lender, agreed to acquire the remaining 30.95% stake in Maybank Ageas Holdings Berhad (MAHB)
18.09.2026 Insights
China's 15th Five-Year Plan calls for higher "total factor productivity." When this measure rises, an economy is increasing its total
Elevated inflation has weighed on growth in the Philippines since the outbreak of war between the US and Iran. With
We identified industries that are the most and least exposed to AI (as well as those in between) and compared
France simultaneously faces weaker growth, political paralysis and worsening public finances. Prime Minister Sebastien Lecornu has proposed 54 billion euros
EMIS and ISI
14.09.2026 Insights
By Cristina Bustamante, Director of Content Licensing & Partnerships, ISI Markets
14.09.2026 Publications
With the latest week split by a US market holiday, oil prices regaining the 0 a barrel mark, and a
11.09.2026 Insights
The Sept. 4 eruption of the volcano, just 150 km from Jakarta, led to airport closures across Indonesia and the
As the US runs large deficits, markets are keeping a keen eye on demand from traditional buyers of US debt.
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