Our Insights

We've added more monthly online sales data to our China Premium Database. Tracking three of China's major e-commerce platforms, we can examine seasonal trends in the wake of the Lunar New Year festival, compare pre- and post-pandemic demand, gain insight into consumers' most popular electronics brands and more.

Will the European Central Bank wait for the Federal Reserve to cut rates first? That was conventional wisdom not long ago, but the diverging inflation trends in the US and euro area – with the likely next step visualized here by CEIC's proprietary nowcasts – mean that Christine Lagarde is probably going to loosen policy before Jerome Powell does. (The ECB president has indicated this is likely at the central bank's June meeting.)

Brazilian inflation continues to ease. To get a sense of its future trajectory, we can explore the prices for goods at manufacturers' factory gates, or producer-price inflation (PPI) – which has, in fact, been in deflation for some time.

Indonesia recently (and unexpectedly) hiked its benchmark interest rate, concerned that a weak currency was running the risk of importing inflation. As Indonesia relies on imports for many of its staple foods, it's worth looking at a proprietary, daily index from CEIC to get an early hint about monthly official inflation figures.