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china autos

In the World 13th April 2026

Total vehicle sales in China fall 0.6% year-on-year in March to 2.899 million units, down 15.2% in February

Link Securities | The China Association of Automobile Manufacturers (CAAM) reported that total vehicle sales in China fell by 0.6% year-on-year in March (down 15.2% in February), reaching 2.899 million units. It should be noted that February sales plummeted as volumes were affected by the significant reduction in working days, since the Lunar New Year holidays fell in February this year rather than January last year. It is also worth…

eeuu madeinCM

In the World 10th April 2026

US economy growing at slower-than-expected rate, PCE moderates by 0.1 percentage points, as expected

Bankinter | The US economy is growing at a slower-than-expected rate and the PCE has moderated by 0.1 percentage points, as expected. US GDP for Q4 2025 was revised downwards to 0.5% quarter-on-quarter annualised, below the expected 0.7% and the initial estimate, with private consumption slowing to 1.9% versus the expected 2% and investment falling to 2.3% versus the expected 3.3%. In year-on-year terms, growth remains at 2.0% year-on-year, in…

petroleo rusiaCM

In the World 8th April 2026

Potential short-term easing in crude oil risk premiums, falling by around 14% to below $100

Norbolsa | US President Donald Trump unexpectedly announced a two-week ceasefire with Iran, shortly before his ultimatum for Tehran to reopen the Strait of Hormuz or face severe attacks on its civilian infrastructure expired. This change in tone follows previous warnings of a sharp escalation, highlighting the high sensitivity of the conflict to political factors and last-minute negotiations. Pakistan’s mediation, led by military chief Asim Muniry and Prime Minister Shehbaz…

US jobs data 1

In the World 26th March 2026

Final figure for Q4 2025 US labour costs: 4.4% year-on-year, compared with preliminary figure of 2.8%

Bankinter | Unit labour costs in Q4 2025 (final figure) rose by 4.4%, exceeding the expected 3.6% versus the preliminary 2.8% and compared with the previous drop of 1.8%. Productivity moderated to 1.8%, in line with expectations, from the preliminary 2.8% and 5.2% in Q3 2025. Analysis team’s view: cost pressures in the labour market increased in Q4 2025. It should be noted that Q4 2025 GDP (during which the…

ormuz

In the World 25th March 2026

Tensions in oil market set to persist for months, even if Washington’s diplomatic efforts bear fruit

Intermoney | For the US administration, retail energy prices will be a cause for concern. The national average price of diesel has already exceeded $5 per gallon, the highest level since 2022. If Washington’s diplomatic initiative bears fruit (it has presented a fifteen-point peace plan to Tehran via mediators), crude oil futures could experience a sharp fall, although such a decline may not be permanent given the underlying supply strain…

iran eeuu

In the World 23rd March 2026

IEA director describes this crisis as worse than both 1970s oil crises combined

Norbolsa | Trump has given Iran 48 hours to open the Strait of Hormuz, failing which he will begin targeting its power facilities, but Iran is threatening to attack the critical infrastructure of all its neighbours. In addition to the latest ‘threats’, there is concern that we are now entering the fourth week of the conflict, with no sign of a solution, which increases the likelihood of facing more far-reaching…

eeuu.Co2

In the World 20th March 2026

US producer prices surprise with rise, prior to Middle East conflict, to 3.4% annual rate in February, up from 2.9% previously

Singular Bank | According to the BLS, in February, the US producer price index continued to accelerate its growth rate to 0.7% month-on-month (against 0.5% in January), in contrast to the moderation estimated by the consensus of analysts (0.3%). In turn, on a year-on-year basis, the PPI rose by 3.4% (against 2.9% in January). This trend occurred before the start of the conflict in the Middle East, so its impact…

EEUU manufacturas

In the World 17th March 2026

US industrial production rises 0.2% in February compared with January, capacity utilisation remains stable at 76.3%

Link Securities | According to the Federal Reserve, industrial production in the US rose by 0.2% in February compared with January, slightly less than the 0.3% expected by the consensus of FactSet analysts. Meanwhile, manufacturing output grew by 0.2% in February compared with January, a figure in line with analysts’ expectations. Similarly, mining output rose by 0.8% over the month, whilst utility output fell by 0.6%, with electricity companies remaining…

china yuan mirada

In the World 16th March 2026

Chinese industrial production rises 6.3% in January and February, exceeding 5% forecast and December’s 5.2%

Link Securities | The Chinese government has released certain economic figures for the January–February 2026 period: Thus, industrial production rose by 6.3% year-on-year in the two-month period of January and February, exceeding the 5% consensus forecast by analysts and the 5.2% recorded in December. Industrial robots, smartphones and integrated circuits stood out in this figure. Production of personal computers, solar panels and steel fell, whilst passenger vehicle production contracted by…

eeuu empleo 640x420 1

In the World 16th March 2026

US economy growing at slower pace than expected, but PCE comes in as positive surprise

Bankinter | The US economy is growing at a slower pace than expected, although the PCE comes in as a positive surprise. (i) Q4 2025 GDP revised significantly downwards: 0.7% q/q annualised against the expected 1.4% and preliminary figure of 4.4%. Consumption was also revised downwards: 2% against the expected 2.4% and preliminary figure of 3.5%. Of particular note is the rebound in the GDP deflator, revised upwards to 3.8%…