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
2026-02-14
Latest data shows China's financial institution loan balance YoY growth slipped to 6.1% in Dec, down further from 6.4% in Nov, continuing to refresh historical lows. Affected by the prolonged real estate slump and deflationary pressure, credit appetite for both residents and enterprises remains weak, strengthening market calls for monetary easing in early 2026.
The year-over-year growth rate of the US Consumer Price Index (CPI) for December 2025 dropped to 2.4%, a significant retreat from the previous value of 2.7% and marking a new low since the fourth quarter. As the data further approaches the 2% inflation target, the market expects the Federal Reserve to adopt a more aggressive easing policy in 2026.
The US Consumer Price Index (CPI) annual rate for December dropped sharply from the previous value of 2.65% to 2.35%, hitting a new low since April 2025 and beating market expectations. This decline was primarily driven by significantly lower energy prices and moderating housing cost increases, indicating that inflationary pressure has largely subsided and reinforcing market confidence in the Federal Reserve adjusting monetary policy in 2026.
The annual growth rate of the US Core CPI for December fell to 2.5%, not only lower than the previous value of 2.6% but also significantly better than the market consensus of 2.7%, marking a new low since early 2021. Although shelter inflation remains sticky, the slowdown in wage growth and the easing of supply chain pressures have driven the data downward. The market is focusing on the Federal Reserve's January interest rate decision and prudently assessing the impact of potential future tariff policies on commodity prices.
The latest 30-year fixed mortgage rate edged down to 6.09% (previous value 6.11%), marking a new low since September 2022 and a significant improvement from 6.87% in the same period last year. Benefiting from the 10-year US Treasury yield sliding to 4.13% and cooling inflation expectations, the market estimates that rates could further test the 5.9% range by the end of 2026.
2026-02-13
US initial jobless claims for the week ending February 6 recorded 227,000, and while down from the previous value of 231,000, it remained higher than market expectations of 222,000. Meanwhile, continuing jobless claims climbed to 1.862 million, and coupled with a rising four-week moving average, this indicates that under the influence of early-year seasonal fluctuations and winter storms, the labor market is showing cooling signs characterized by a "hiring slowdown, layoffs remain low" dynamic.
The U.S. Department of Labor announced that for the week ending January 30, continuing jobless claims climbed to 1.862 million, an increase of 18,000 from the previous reading of 1.844 million, and higher than the market consensus of 1.85 million. Although recent data has been affected by winter storms and seasonal fluctuations, the overall level remains in a historically low range, indicating a low willingness among companies to lay off staff and that the labor market is maintaining a stable trend of a "soft landing."
2026-02-12
China's year-on-year CPI growth rate for December 2025 dropped significantly from 0.8% in the previous month to 0.2%, indicating that end-user demand froze again at year-end and recovery momentum was significantly impeded. Although the data barely stayed in positive territory, core inflation remains sluggish due to the weakening wealth effect in real estate and the drag from pork price fluctuations. The market widely expects the PBOC to increase monetary easing in the first quarter of 2026 to combat deflation risks.
Japan's December Producer Price Index (PPI) rose to 128.4, a 0.23% MoM increase and a continued climb, indicating that corporate inflationary pressure has not dissipated. Despite a retreat in energy prices, soaring prices for non-ferrous metals and agricultural products have kept overall data resilient, strengthening market expectations for the Bank of Japan's (BOJ) policy normalization.