CEIC Insights | Brazil’s stocks, Vietnam’s exports, Australia Nowcast, Argentina’s Inflation
Key analysis from the past seven days driven by CEIC's powerful blend of traditional and alternative economic data
Data stories of the week:
The impact of Brazil’s flood disaster on the stock market
The deadly floods that devastated southern Brazil have profoundly affected the economy. To get a sense of the worst-hit industries, we can turn to the sectoral indices
Shopping centers and other commercial property owned by real-estate firms were badly damaged, while insurance claims soared
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Tracking Vietnamese export performance
Vietnamese exports are booming as multinational firms relocate manufacturing facilities. High-frequency data
It also gives us insight into the global economy, given Vietnam's increasing importance in supply chains. Among the ASEAN-6 nations, Vietnam has been one of the stronger export performers this year.
CEIC users, access the chart here.
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Australia: only a marginal drop for the stubborn CPI plateau
Australian central bankers recently ruled out rate cuts until 2025. With official May CPI data unavailable until the end of June, our nowcast gives an early insight into whether the RBA will stick to this stance. Inflation will likely drop slightly to a 3.5% year-on-year pace in May, following its unwelcome acceleration in April.
Our weekly inflation nowcasts
This gives CEIC users a timely edge: the Australian Bureau of Statistics is not scheduled to publish official April CPI figures until June 26th.
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领英推荐
Argentina’s Inflation Keeps Falling Amid Milei’s Surpluses
Argentina recently announced its fourth consecutive month of budget surpluses
The public sector managed to record a surplus of ARS 1.1 trillion (roughly USD 1.3 billion) in the first quarter of 2024, the first time that has occurred since 2008. Remarkably, interest expenses went down from ARS 1.5 trillion in January to ARS 200 billion in March.
CEIC users, access the chart here.
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Other News from ISI Emerging Markets Group
Chart Pack | Unlock Potential in Emerging and Developed Markets with Superior Nowcasting
Our latest Nowcasts “predict the present” for emerging and developed markets, using machine-learning powered models to identify the most pertinent high-frequency data points and assess inflation and GDP. Don’t wait for the official data. Get a sense of how some of the world’s fastest-growing economies are performing in real time.
Chart Pack | Generating Insights Using Equity Market Benchmarks from Exchange Data International
We’ve unveiled a new set of Equity Indices sourced from Exchange Data International, which allows CEIC users to add signals from financial markets to our world of data-driven insights. We invite you to visit our latest chart pack and explore a sample of visualizations driven by EDI’s regional, sectoral and thematic indices.
Upcoming Webinar | Decoding economic trends in the ASEAN nations and India with CEIC Data
Thursday, June 13, 2024 at 4:30 PM SGT | 2 PM IST | 9:30 AM BST
With their dynamic entrepreneurs, youthful populations, and expanding, urbanizing middle classes, India and the ASEAN nations of Southeast Asia are some of the world’s most exciting markets.
Join Radina Koleva, Senior Economist at ISI Emerging Markets Group, and Priyanka Kishore, Director and Principal Economist at Asia Decoded for an enlightening discussion that will tap the power of cutting-edge CEIC data analytics to explore these fast-growing economies.
Disclaimer: All written and electronic communication from ISI Emerging Markets Group and CEIC is for information or marketing purposes only and does not constitute or qualify as substantive research.