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
2026-04-16
China's Q1 2026 GDP was reported at 334,193 hundred million RMB, experiencing a seasonal pullback from the previous quarter, but the nominal annual growth rate reached 4.84%, and the official real growth rate reached 5.0%, surpassing the market consensus of 4.8%. The manufacturing sector and the tertiary industry became the main supports, although the situation of "strong supply and weak demand" and a sluggish housing market remain potential hidden concerns for the subsequent economic outlook.
China's real GDP growth rate in the first quarter of 2026 reached 5.0% year-over-year, accelerating significantly from 4.5% in the previous quarter and surpassing the market consensus of 4.8%. Benefiting from the export momentum of green energy products such as electric vehicles and the support of Lunar New Year consumption, the Chinese economy showed resilience in the first quarter, although external geopolitical conflicts remain a risk requiring close attention going forward.
China's Q1 2026 total retail sales of consumer goods recorded a YoY growth rate of 1.7%, which, although better than the previous quarter's 0.9%, was lower than the market consensus of 2.3%. Supported by communication equipment and service consumption, non-auto retail performance was relatively resilient; however, durable goods such as automobiles and home appliances suffered significant declines due to the property market downturn and a policy vacuum. Recovery is expected only after the future implementation of "trade-in" funds.
According to the latest data, China's surveyed urban unemployment rate for Q1 2026 climbed to 5.4%, higher than the previous value of 5.3% and the market expectation of 5.2%, hitting a 13-month high. Although exports drove first-quarter economic growth, the real estate slump and sluggish domestic demand have significantly intensified employment pressure for migrant workers and in large cities.
The US MBA Purchase Index for Q2 2026 (for the week ending April 10) slightly fell to 159.5 from 161.1 in the previous week, indicating persistent weakness in homebuying sentiment. Although the 30-year fixed mortgage rate dropped to 6.42%, triggering a refinancing boom, potential buyers remain on the sidelines amid economic uncertainty.
2026-04-15
Latest data shows the US Q1 2026 PPI YoY rose to 4.0%, up from the previous reading of 3.4%, but significantly lower than the market expectation of 4.6%. Although the Middle East conflict caused energy prices to surge, service sector costs unexpectedly remained flat, successfully preventing inflation from spreading more broadly. This data alleviates the tightening pressure on the Federal Reserve and is expected to support the performance of risk assets in the short term.
2026-04-14
In Q1 2026, the YoY growth rate of total loans by Chinese financial institutions fell to 5.7%, further declining from the previous 6.0% and hitting a new low. Under the dual impact of a sluggish property market and the seasonal effects of the Spring Festival, both household and corporate credit momentum showed signs of fatigue. The market expects the PBOC to maintain an accommodative stance, but future efforts to stabilize growth will increasingly rely on fiscal support.
Latest data shows that China's Q1 2026 (2026-03-01) trade surplus fell to USD 51.13 billion, narrowing significantly from the previous figure of USD 90.98 billion, and far below the market consensus of the USD 100 billion level. The main reason for this shrinking surplus is that the annual import growth rate unexpectedly surged by nearly 28%, reflecting strong domestic demand for AI infrastructure, while the slowdown in export growth was also impacted by geopolitics and shipping disruptions.
2026-04-10
According to the latest data, China's CPI annual growth rate for March 2026 (Q1) retreated to 1.0%, slowing from the previous month's high of 1.3%, primarily impacted by the fading consumption effect of the Spring Festival holiday. However, benefiting from surging global energy prices, while core inflation slowed, the PPI during the same period successfully ended its long-term deflation, reflecting that the overall price environment remains supported.