Our Insights

China's "Two Sessions" government meetings recently concluded. The event's speeches and economic policy documents provide more detail about China's growth targets and continued efforts to support the economy amid US tariffs and uncertainties in international trade.

Sapura Energy, once one of Malaysia's petroleum powerhouses, was stabilized in an intervention that demonstrates how ASEAN's largest oil exporter is still feeling the aftermath of last decade's price crash.

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.

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.

 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.

 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.

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.

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.

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.

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.

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.

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.)