Global Datanote: CPI, Indonesia, April

• In one line: Electricity discounts are now well and truly a thing of the past.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Detailed Inflation, Eurozone, March 2025

In one line: Falling oil prices and a stronger euro are gifts to ECB doves.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, US, March, 2025

• In one line: Tariffs will snatch defeat from the jaws of victory.

Samuel TombsGlobal

Global Datanote: CPI, Indonesia, March

• In one line: Short-lived, policy-induced deflation is over.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Bi-weekly CPI and IGAE, Mexico, March/January, 2025

• In one line: Weak economic activity curbing inflation.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: February CPI & January IP, India

• In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Switzerland, February 2025

In one line: A trough, we think. 

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, February

• In one line: A surprising—though likely temporary—dip into outright deflation.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: US CPI, January

• In one line: Seasonals still failing to offset new year price rises; February data will reassure the FOMC.

Samuel TombsGlobal

Global Datanote: January CPI & December IP, India

• In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, January

• In one line: A huge, albeit temporary, gift from the new government.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Final Inflation, December, December 2024

In one line: Upside risks building in energy, but the Q1 core looks benign on our forecasts.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, India, December

• In one line: Carpet being rolled out for a February rate cut.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Brazil, December, 2024

• In one line: A modest downtick in late Q4, but the outlook is grim. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Chile, December, 2024

• In one line: Undershooting expectations; a relief for the BCCh.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Indonesia, December

• In one line: Reassuringly unchanged readings to close out 2024.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Nov. CPI & Oct. IP, India

In one line: No major surprises; red carpet being relaid for rate cuts.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, November, 2024

• In one line: Core inflation continues to fall, allowing Banxico to cut rates further.

Andrés Abadía (Chief LatAm Economist)Global