World

We’ve added the IMF PortWatch dataset, including specific items tracking shipping chokepoints. This daily dataset is updated by the IMF on a weekly basis. 

The chart below highlights the impact of current conflict in the Middle East on shipping routes: most of the maritime traffic that usually navigate via the Red Sea, through the Bab el-Mandeb strait and Suez Canal, is now rerouted through the Cape of Good Hope for security purposes.  

United States

We’ve complemented our existing coverage on construction spendings with the addition of non-residential private construction spendings for data centers. 

In the chart below, we can see the rising impact of data centers in the office private construction spendings, now representing more than 30% of the total construction spendings for the office space. In terms of contribution to the overall growth, construction spendings for data centers now offset the decrease in construction spendings happening in the general office space since 2022, keeping the overall private office construction spendings growth afloat.