Reports
Using China’s Weekly Air Traffic to Analyze the Wider Economy
CEIC's China Premium Database contains high-frequency information on airline trips, including regional breakdowns. This kind of granular mobility data allows analysts to assess differing trends in China's provinces, as well as see a near-real time weekly time series that can feed into nowcasts.
Reports
Brazil: how exporters are repatriating foreign profits (and supporting a weak currency)
Brazil's real sank to a one-year low in April, buffeted by the US higher-for-longer interest-rate surprise that has hit many emerging-market currencies. However, the currency's performance could have been worse: exporters are taking advantage of this weakness to repatriate profits held abroad at an advantageous exchange rate, supporting the real.
Reports
Tesla's waning dominance of US electric vehicles
Tesla chief Elon Musk does not dominate the US electric-vehicle market the way he did three years ago. Tapping some of the newest time series in CEIC’s database, sourced from Cox Automotive and the US Energy Information Administration (EIA), we show the inroads made by companies like Rivian and Ford.
Reports
Malaysia: Friendshoring supports a property boom decoupled from commodities
Malaysia is a commodity-exporting nation, sending palm oil, petroleum products and aluminium around the world. As such, despite increasing economic diversification, the vigor of its economy could be correlated fairly closely to commodity prices – until recently.