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
China: Vehicle Inventory Alert Index
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
2024-11-14
The U.S. CPI showed a slight increase in October, as reported by the U.S. Bureau of Labor Statistics on November 13. The October CPI annual growth rate stood at 2.6%, marking a 0.2 percentage point increase from the previous month, while the month-over-month rate held steady at 0.2%. Core CPI, which excludes volatile food and energy prices, exhibited an annual increase of 3.3% and a monthly rise of 0.3%, both figures unchanged from the prior month and in line with market expectations. Read more at Datatrack Breaking down the components, the increase in CPI was primarily driven by: Energy prices, which continued to decline by 4.6% month-over-month, but at a narrower pace than the 6.0% drop observed in the prior month. Used car prices rose by 2.7% month-over-month, a notable increase of 2.4 percentage points compared to the previous month. Housing services prices increased by 0.4% month-over-month, up from a 0.2 percentage point gain in the prior month. Specifically, rent and owners' equivalent rent rose by 0.3% (unchanged from the previous month) and 0.4% (up from 0.3%) respectively. (Source: BLS, TrendForce) Overall, the upward movement in inflation primarily reflected a narrowing decline in energy prices and a resurgence in used car prices, with a reduced base effect also contributing to the annual increase. Despite these factors, there was no indication of a significant acceleration in overall inflation. Housing services inflation continues to exhibit some persistence; however, there is positive news as the annual growth rate for new lease rents in Q3 2024 was just 1.01%, down by approximately 11 percentage points from its 2022 peak and remaining at historically low levels, indicating that further cooling may be on the horizon. (Source: BLS, TrendForce) Following the data release, market expectations for a December rate cut by the Federal Reserve remained unchanged, with U.S. Treasury yields experiencing a modest decline. This suggests that markets still anticipate potential easing in the Fed's rate path heading into 2025. (Source: FedWatch)