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
2026-05-23
As of 2026-05-21 (Q2 2026), the US 30-year fixed mortgage rate jumped to 6.51%, a significant rebound from the previous reading of 6.36%. Driven by recent higher-than-expected US inflation data and surging energy prices, US Treasury yields have moved higher, pulling mortgage rates up with them. With borrowing costs climbing once again, the affordability for homebuyers in the housing market will be further squeezed in the short term.
2026-05-22
Japan's CPI annual growth rate for April 2026 (Q2 2026) fell to 1.4%, continuing its decline from the previous 1.5% (Q1 2026) and coming in below market expectations. The sharper-than-expected cooling of inflation data mainly benefited from the government's cost-of-living subsidies and a drop in education expenses. However, against the backdrop of a weak yen and high oil prices, the market still expects the Bank of Japan (BOJ) to maintain its pace of monetary normalization, with upside risks to inflation going forward.
For the week ending May 16, 2026, US initial jobless claims fell to 209,000, a decrease from the previous reading of 211,000 and better than market expectations. In a "low-layoff" environment where companies are reluctant to cut jobs easily, the probability of a short-term interest rate cut by the Federal Reserve has been dampened. However, continuing jobless claims edged up slightly, indicating underlying concerns in the labor market.
The latest continuing jobless claims in the US for Q2 2026 remained flat at 1.782 million, lower than the market expectation of 1.79 million. This data confirms the current labor market status of "low hiring, low firing" and strengthens the Federal Reserve's confidence in maintaining higher interest rates for a longer period.
Japan's newly released Q2 2026 core CPI annual growth rate dropped to 1.4%, significantly lower than the previous 1.8% and market expectations of 1.7%. Government energy subsidies and the slowdown in food prices were the main drivers of the cooling. In the short term, the pressure on the BOJ to tighten is eased, but attention must be paid to the medium-term risk of an energy price rebound.
2026-05-21
Japan's newly released Q2 2026 total exports YoY growth rate surged to 14.8%, significantly surpassing the previous value of 11.7% and the market consensus of 9.3%, recording the most striking increase recently. Benefiting from the surge in global AI infrastructure demand driving semiconductor equipment shipments, along with the weak yen effect, Japan's trade performance has shown immense resilience. Going forward, it is necessary to closely monitor the potential backlash of Middle Eastern geopolitical risks on energy import costs.
Japan's newly released Q2 2026 total exports reached 10,507,345 million yen. Although slightly retreating from the previous Q1 2026 figure of 11,003,319 million yen, the YoY growth rate was as high as 14.8%, significantly surpassing market expectations of 9.3%. Benefiting from the global AI boom that drove a surge in semiconductor shipments, Japan's exports continued a strong positive growth trend. Looking ahead, AI demand will provide short-term support, but supply chain risks triggered by Middle East geopolitics remain a medium-term concern.
Japan's trade balance for Q2 (April) 2026 recorded a surplus of 301.905 billion yen. Although narrowing from the previous value of 666.977 billion yen, it significantly beat the market consensus of a deficit. Benefiting from a weak yen and strong demand from the US and China, exports grew by 14.8% year-on-year, becoming the largest support. Looking ahead, geopolitical tensions in the Middle East and energy price fluctuations remain key variables influencing the trade surplus.
Impacted by the recent rebound in mortgage rates, the latest US MBA Purchase Index for Q2 2026 dropped to 170.4 from the previous 177.7. Rising oil prices and geopolitical risks have pushed up Treasury yields, causing the 30-year mortgage rate to rise to 6.56%. Looking ahead, the high and volatile borrowing costs in the short term will remain the primary headwind suppressing housing market demand.
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.