Global Datanote: Trade, Indonesia, November 2025

• In one line: Slump in export growth should soon bottom-out.

Global Datanote: Manufacturing PMI, ASEAN, December 2025

• In one line: H2 surge in manufacturing ends on a soft note.

Global Datanote: GDP, US, Q3 2025

In one line: Q3's strength is unlikely to be sustained.

Global Datanote: LPRs, China, December 2025

In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks

Global Datanote: National CPI, Japan, November 2025

In one line: Treading sideways

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision, December 2025

• In one line: No rate cut needed.

Global Datanote: Bank Indonesia Decision, December 2025

• In one line: Look for a change in strategy—to RRR cuts—next year.

Global Datanote: Bank of Thailand Decision, December 2025

• In one line: Expect a quick follow-up cut in February.

17 December 2025 Global Monitor Kast's mandate for reforms in Chile is more than a routine alternation of power

• US - Lackluster payrolls, but not alarming enough for a January easing
• EUROZONE - ECB preview: EZ policy rates to stay on hold all the way until 2027
• UK - CPI preview 2: headline falling to 3.5%, but services up to 4.7%
• CHINA+ - China’s domestic demand still in the slow lane as policy boost fades
• EM ASIA - “End” to BSP’s easing will come when rates fall to 4.25%
• LATAM - Kast’s mandate signals Chile’s return to discipline, and market confidence

Global Datanote: CPI, India, November 2025

• In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.

Global Datanote: SNB Rate Decision, Q4 2025

• In one line: On hold, as we expect it to be until early 2027. 

Global Datanote: Bangko Sentral ng Pilipinas Decision, December 2025

• In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.

Global Datanote: Inflation IPCA, Brazil, November, 2025

• In one line: Inflation under control, opening the door to gradual rate cuts.