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
2026-05-18
In the early part of Q2 2026 (April), the year-on-year growth rate of China's total retail sales of consumer goods dropped sharply to 0.2% from the previous 1.7%, falling far below the market expectation of 2.0% and marking the worst performance since late 2022. The heavy slump in large-ticket consumption related to automobiles and real estate was the primary drag, highlighting the extreme vulnerability of the domestic demand recovery momentum.
China's Q2 (April) 2026 urban surveyed unemployment rate was reported at 5.2%, a significant drop from the previous Q1 reading of 5.4% and better than the market expectation of 5.3%. The unemployment rates in major cities and for the migrant labor force improved simultaneously, indicating that the post-holiday resumption of work has driven a short-term rebound in labor demand. However, the macroeconomic situation of "strong supply and weak demand" remains, and the upcoming graduation season may pose severe challenges to youth employment.
2026-05-16
The latest US 30-year fixed mortgage rate edged down to 6.36%, ending a two-week upward streak. Although borrowing costs saw a slight reprieve, the 10-year US Treasury yield remains high amid Middle East geopolitics driving up oil prices and inflation expectations, limiting the room for mortgage rates to fall significantly in the short term.
2026-05-15
The year-on-year growth rate of China's outstanding financial institution loans fell to 5.6% in Q2 2026, lower than the previous Q1 2026 value of 5.7% and market expectations of 5.8%, continuing to hit a record low. Driven by active household deleveraging and shifts in corporate financing structures, new RMB loans for the month experienced a rare contraction, reflecting that domestic demand and confidence in the real economy still need to be boosted.
According to the latest data, total U.S. retail sales in Q2 2026 reached 757,085 million USD, an increase of approximately 0.67% compared to 752,063 million USD in the previous period (Q1), achieving three consecutive gains. This growth was primarily driven by a surge in oil prices triggered by geopolitics, which boosted gas station revenues; however, core consumption excluding volatile items still demonstrated solid support.
US Q2 2026 retail sales grew by 0.49% MoM, significantly slowing from the previous Q1 2026 figure of 1.66%, yet remaining in line with the market expectation of 0.5%. Driven by geopolitically elevated oil prices, surging energy spending has squeezed discretionary consumption. However, tax refunds and the wealth effect provided support, with overall data indicating that US domestic demand remains somewhat resilient under inflationary pressures.
Japan's Q2 2026 Corporate Goods Price Index (PPI) jumped to 132.8, significantly exceeding the previous value of 129.5, with an annual growth rate of 4.9% far exceeding expectations. Affected by the Middle East situation and the weak yen, imported energy costs surged, driving up commodity prices across the board. The market expects this wave of inflationary pressure to transmit rapidly, forcing the Bank of Japan to initiate an early rate hike in June.
US initial jobless claims for the latest week climbed to 211,000, an increase of 11,000 from the previous week's 200,000, and higher than the market expectation of 205,000. Although the data hit a recent high, the four-week moving average and continuing jobless claims still indicate that the labor market retains a certain degree of resilience. This higher-than-expected rise may provide the Federal Reserve with more room for evaluation in its future interest rate decisions.
The latest U.S. data for Q2 2026 shows continuing jobless claims increased by 16,000 from the previous reading to 1.782 million, but remained below market expectations of 1.79 million. Although initial claims also rose simultaneously, the overall labor market exhibits a two-way tug-of-war characterized by a "low-hire, low-fire" dynamic. Under the recent pressure of rising inflation, the probability of a short-term interest rate cut by the Federal Reserve has dropped significantly.