Key Indicator
United States: PPI: NSA
United States: University of Michigan Consumer Confidence Index (CCI): Preliminary: Anomaly
United States: ISM Manufacturing PMI - Final (SA)
United States: CPI (NSA)
COMEX Inventory: Silver
S&P 500 Index
Global: GDP Gowth Rate - United States
Global Foundries' Revenue
DRAM Makers' Fab Capacity Breakdown by Brand
NAND Flash Makers' Capex: Forecast
IC Design Revenue
Server Shipment
Top 10 MLCC Suppliers' Capex: Forecast
LCD Panel Makers' Revenue
AMOLED Capacity Input Area by Vendor: Forecast
Smartphone Panel Shipments by Supplier
Notebook Panel Shipments (LCD only): Forecast
Smartphone Panel Shipments by Sizes: Total
Notebook Panel Shipments (LCD only)
PV Supply Chain Module Capacity: Forecast
PV Supply Chain Cell Capacity: Forecast
PV Supply Chain Polysilicon Capacity
PV Supply Chain Wafer Capacity
Global PV Demand: Forecast
Smartphone Production Volume
Notebook Shipments by Brand
Smartphone Production Volume: Forecast
Wearable Shipment
TV Shipments (incl. LCD/OLED/QLED): Total
China Smartphone Production Volume
ITU Mobile Phone Users -- Global
ITU Internet Penetration Rate -- Global
ITU Mobile Phone Users -- Developed Countries
Electric Vehicles (EVs) Sales: Forecast
Global Automotive Sales
AR/VR Device Shipment: Forecast
China: Power Battery: Battery Output Power: Lithium Iron Phosphate Battery: Month to Date
CADA China Vehicle Inventory Alert Index (VIA)
Micro/Mini LED (Self-Emitting Display) Market Revenue
Micro/Mini LED (Self-Emitting Display) Market Revenue: Forecast
LED Chip Revenue (Chip Foundry+ In House Used): Forecast
GaN LED Accumulated MOCVD Installation Volume
Video Wall-Display LED Market Revenue: Forecast
Consumer & Others LED Market Revenue
2026-04-04
The US unemployment rate for March 2026 (Q1) unexpectedly fell to 4.3%, lower than the market expectation of 4.4%, slightly pulling back from the previous reading. During the same period, new nonfarm payrolls reached 178,000, far exceeding the expected 60,000, primarily driven by the healthcare and construction sectors. The overall data indicates that the US job market maintains its resilience under a "low hiring, low firing" state, reducing the risk of a hard economic landing in the short term.
According to the latest data from DataTrack, US nonfarm payrolls surged by 178,000, not only far exceeding market expectations of 60,000 but also strongly reversing the gloom of the previous reading's decrease of 92,000. This growth primarily benefited from the resolution of healthcare strikes and warmer weather, but the decline in the labor force participation rate and Middle East geopolitical risks still hide underlying concerns. The overall stellar performance has significantly reduced the probability of near-term interest rate cuts by the Federal Reserve (Fed).
In the first quarter of 2026 (as of March 21), US continuing jobless claims climbed to 1.841 million, an increase of 22,000 from the previous observation, meeting market expectations. Against the backdrop of declining initial jobless claims, the data reflects a "low-hire, low-fire" characteristic in the labor market. Although companies are not laying off workers significantly, the duration of unemployment for job seekers re-entering the workforce is being noticeably prolonged.
The latest data for Q2 2026 shows that the US 30-year fixed mortgage rate climbed to 6.46%, continuing its upward trend from 6.38% in the previous quarter. This was primarily driven by geopolitical tensions in the Middle East, which pushed up oil prices and inflation expectations, leading to an increase in the 10-year Treasury yield and subsequently dampening loan demand during the traditional spring home-buying season.
2026-04-03
Japan's Q1 2026 Services PMI recorded 53.4, a slight decline from the previous 53.8, but still better than the market expectation of 52.8. Despite maintaining expansion for 12 consecutive months, business confidence has plummeted to a new post-pandemic low, dragged down by the war in the Middle East and surging energy costs. Growth in both new orders and employment has slowed, indicating that short-term recovery momentum faces the challenge of inflationary headwinds.
The recently released U.S. trade deficit in goods and services for Q1 2026 reached $57.347 billion, widening from the previous $54.455 billion but lower than the market estimate of a nearly $60.0 billion gap. The strong rebound in imports was primarily driven by the demand for AI-related capital goods and semiconductors, while exports also hit a record high fueled by natural gas and gold, highlighting the resilience of both U.S. domestic and external demand.
For the week ending March 28, 2026, US initial jobless claims dropped to 202,000, a decrease of 8,000 from the previous week's 210,000, significantly below the market expectation of 212,000. The data highlights a "low-hiring, low-firing" environment where corporate willingness to lay off workers remains sluggish, further weakening the Federal Reserve's rationale for advancing rate cuts in the short term.
2026-04-02
The latest US Q1 2026 total retail sales reached $738.366 billion, a 0.66% increase from the previous value of $733.537 billion, surpassing the market estimate of 0.5%. This rebound was primarily led by spending in autos, health care, and apparel, sweeping away the weakness caused by severe cold weather in the previous month. However, under the expectations of sticky inflation and high interest rates, the medium- to long-term real consumption momentum still faces tests.
According to the given data, the seasonally adjusted unemployment rate in the EU for Q1 2026 rebounded to 5.9%, a mild increase from the previous 5.8%. However, an external official report from Eurostat indicates that the unemployment rate during the same period actually dropped to 5.8%, outperforming market expectations. Future labor market changes will highly depend on the progress of the European Central Bank's interest rate cuts and the uniformity of regional economic recovery.