Our Insights

Deadly flooding in southern Brazil this year devastated communities and disrupted key industries. It also worsened inflation. But that financial impact is easing as premiums return to pre-disaster norms.

ISI Emerging Markets Group acquires EPFR to expand global intelligence platform and rebrands as ISI Markets. ISI Markets’ clients will be able to access the most complete picture of institutional and retail investor flows and fund manager allocations driving global markets alongside ISI’s macroeconomic, industry and financial market data.

Outbound investment flows from mainland China have steadily progressed since 2015, with inflows into the nation's international gateway of Hong Kong becoming ever more important.

Markets are somewhat pessimistic about employment in Brazil, but survey data tracked by CEIC suggests sustained positive trends are in place for the nation's job market.

Britain's labour market has stayed robust despite a monetary tightening cycle that pushed borrowing costs to the highest among European developed markets. But high-frequency hiring data is indicating that employers are becoming more cautious.

The Indian economy is one of the world’s bright spots. However, a monthly labor market indicator tracked by CEIC gives cause for concern. Indeed, the World Bank upgraded its GDP forecast for the world’s most populous country this week – while simultaneously warning the economy is not generating enough jobs to sustain a youthful population.