CEIC Data

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[CEIC Data @CEICData1]

Download the full report: https://t.co/hR5ggKpIwe

[CEIC Data @CEICData1]

𝐈𝐒𝐈 𝐆𝐥𝐨𝐛𝐚𝐥 𝐌𝐚𝐜𝐫𝐨 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 - 𝐄𝐮𝐫𝐨𝐩𝐞𝐚𝐧 𝐔𝐧𝐢𝐨𝐧

CEIC nowcasts point to a Q3 pickup across France, Germany and Italy, with Poland leading the major EU economies. The longer-term picture is tougher. Europe's competitiveness problem is energy, not labor costs: industrial electricity prices are nearly three times China's level.

Chinese manufacturers continue to take share in vehicles, machinery and chemicals across key export markets. Gas storage is entering winter at its lowest seasonal cushion in five years, and the ECB has raised rates as energy pushes inflation higher again.

𝗧𝗵𝗲 𝗰𝗲𝗻𝘁𝗿𝗮𝗹 𝗺𝗲𝘀𝘀𝗮𝗴𝗲? Near-term growth is improving, but energy costs remain the binding constraint on Europe's industrial base.

[CEIC Data @CEICData1]

𝗧𝗵𝗲 𝟮𝟬𝟮𝟳 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲: 𝗔𝗜, 𝗧𝗿𝗮𝗱𝗲 & 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗵𝗶𝗳𝘁𝘀

What will shape global markets and investment decisions in 2027?

As artificial intelligence transforms industries, global trade dynamics evolve and fiscal uncertainty continues to influence financial markets, investors face new challenges and opportunities in the year ahead.

Join ISI Markets for an exclusive in-person event in Singapore, bringing together market experts and investment professionals to explore the key economic forces shaping the 2027 investment landscape.

𝗗𝗮𝘁𝗲: Wednesday, 13 January 2027
𝗧𝗶𝗺𝗲: 4:00 PM – 6:00 PM (SGT)
𝗩𝗲𝗻𝘂𝗲: Atrium Ballroom, Level 5, PARKROYAL COLLECTION Marina Bay, Singapore

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱: https://t.co/Gq7GQ7Gx7n

#ASEAN #APAC #GlobalMarketShift #AI #Investment

[CEIC Data @CEICData1]

#China is stepping up efforts to tackle delayed payments to businesses. Improving the circulation of funds may be essential if stronger profits are to translate into an investment recovery. Read more here: https://t.co/3SJ0glmtuQ

[CEIC Data @CEICData1]

#Thailand is borrowing more and investing less. That’s become a growth drag as the government’s welfare and interest spending crowds out capital projects in the budget. Read more here: https://t.co/gB8W7sm5ne

[CEIC Data @CEICData1]

The @Bank_of_Japan_e has left the door open to more rate increases. Our charts tracking #inflation pressures help explain why. Read more here: https://t.co/zQHkHG5dtE

[CEIC Data @CEICData1]

Electricity demand is accelerating, driven by AI, data centres, electric vehicles and the broader electrification of the global economy. So how will power systems keep up? Join our experts on this 30 min webinar https://t.co/LOClDua9wO

[CEIC Data @CEICData1]

As US growth becomes increasingly dependent on debt-fuelled #AI capital spending, credit distress metrics tracked by the @NewYorkFed are rising. Read more here: https://t.co/LqOpcWJXWw

[CEIC Data @CEICData1]

𝗧𝗵𝗲 𝟮𝟬𝟮𝟳 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲: 𝗔𝗜, 𝗧𝗿𝗮𝗱𝗲 & 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗵𝗶𝗳𝘁𝘀

What will shape global markets and investment decisions in 2027?

As artificial intelligence transforms industries, global trade dynamics evolve and fiscal uncertainty continues to influence financial markets, investors face new challenges and opportunities in the year ahead.

Join ISI Markets for an exclusive in-person event in Singapore, bringing together market experts and investment professionals to explore the key economic forces shaping the 2027 investment landscape.

𝗗𝗮𝘁𝗲: Wednesday, 13 January 2027
𝗧𝗶𝗺𝗲: 4:00 PM – 6:00 PM (SGT)
𝗩𝗲𝗻𝘂𝗲: Atrium Ballroom, Level 5, PARKROYAL COLLECTION Marina Bay, Singapore

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱: https://t.co/WDztjwJmAD

#ASEAN #APAC #GlobalMarketShift #AI #Investment

[CEIC Data @CEICData1]

40M+ economic data series across 200+ economies, now behind your AI. ISI MCP Server delivers CEIC time series straight into your models and monitoring workflows. Learn more about ISI MCP: https://t.co/4a1EE3KXwE

[CEIC Data @CEICData1]

#China is seeking to make consumption a stronger driver of growth. While households are still spending, the latest data shows their borrowing is now in contraction – and it’s not just a mortgage story. Read more here: https://t.co/J4ita38DS4

[CEIC Data @CEICData1]

Download the full report: https://t.co/hR5ggKpIwe

[CEIC Data @CEICData1]

𝐈𝐒𝐈 𝐆𝐥𝐨𝐛𝐚𝐥 𝐌𝐚𝐜𝐫𝐨 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 - 𝐔𝐧𝐢𝐭𝐞𝐝 𝐒𝐭𝐚𝐭𝐞𝐬

The US economy carried robust momentum into 2026, consistently beating growth expectations on the back of resilient personal consumption and private investment. However, the composition of this expansion remains highly uneven. Capital expenditure is acutely concentrated in technology and AI infrastructure.

This targeted capital deployment is yielding macro-level dividends, driving a sharp divergence in labor productivity that heavily favors AI-exposed sectors. Since the launch of OpenAI's ChatGPT in late 2022, average labor productivity in highly AI-exposed sectors has surged by 12.4%, compared to just 5.6% in low-exposure sectors.

𝗧𝗵𝗲 𝗰𝗲𝗻𝘁𝗿𝗮𝗹 𝗺𝗲𝘀𝘀𝗮𝗴𝗲? US productivity growth is concentrated in AI-deploying sectors

[CEIC Data @CEICData1]

Japan needs automation: survey data from the @Bank_of_Japan_e suggests companies are facing their worst #labor shortage since the early 1990s. Read more here: https://t.co/HDmQ5Qsm2Y

[CEIC Data @CEICData1]

#Indonesia is becoming less popular with international investors amid warnings from @MSCI_Inc. Relegation to “standalone” market status on governance concerns would force certain funds to sell. Read more here: https://t.co/ZDbf4amAll

[CEIC Data @CEICData1]

With #inflation high, the Iran war continuing and US consumers pessimistic, Donald Trump faces the Nov. 3 #midterms less popular than Joe Biden was at the same point in his presidency. Read more here: https://t.co/JYdtQJNofG

[CEIC Data @CEICData1]

#Mexico has emerged as a key assembly hub in the global AI boom, with tech exports outpacing the nation’s traditional automotive strength amid preferential access to the US market. Read more here: https://t.co/c8LxMXgyET

[CEIC Data @CEICData1]

Europe’s purchasing managers seem to have turned more optimistic, but industrial output is lagging. The EU’s #energy cost burden could explain this discrepancy. Read more here: https://t.co/p7j6F7Py93

[CEIC Data @CEICData1]

𝐈𝐒𝐈 𝐆𝐥𝐨𝐛𝐚𝐥 𝐌𝐚𝐜𝐫𝐨 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 - 𝐐4 2026

Persistent energy disruption, renewed monetary tightening, and accelerating AI investment are reshaping global growth.

📢 Key takeaway: Growth remains resilient, but its drivers are diverging. Understanding where growth comes from, and what sustains it, will define the next phase of the macro cycle.

Download the full report: https://t.co/Wu4hJGPg3w
#MacroOutlook #Economics #GlobalMarkets #AI

[CEIC Data @CEICData1]

Europe’s automotive trade relationship with #China has seen a remarkable reversal – from surplus a decade ago to deficits. That’s the context for the recent deal to moderate Chinese exports. Read more here: https://t.co/MwF0hw9czF