Global Datanote: Official Manufacturing PMI, China, October 2025

In one line: Investment stimulus should lift China's manufacturing index from October's trough

Global Datanote: ECB Rate Decision, October 2025

• In one line: Nothing to see here, move along. 

Global Datanote: BCCh Rate Decision, Chile, October, 2025

• In one line: On hold, waiting for clearer disinflation.

Global Datanote: Bank Indonesia Decision, October 2025

• In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.

Global Datanote: Bangko Sentral ng Pilipinas Decision, October 2025

• In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.

Global Datanote: Bank of Thailand Decision, October 2025

• In one line: Expect this to be a temporary pause from the new Governor and Co.

Global Datanote: Reserve Bank of India Decision, September 2025

• In one line: Pause continues, but further easing is still very much on the table.

Global Datanote: Manufacturing PMIs, China, September 2025

In one line: Broad improvement ahead of investment stimulus

Global Datanote: BoJ Decision, Japan, September 2025

In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan

Global Datanote: LPR, China, September 2025

In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market

Global Datanote: Bank Indonesia Decision, September 2025

• In one line: Third time (un)lucky.

Global Datanote: Exports, China, August, 2025

In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength

Global Datanote: PPI, China, July, 2025

• In one line: China’s producer prices continue to fall amid involution and weak demand

Global Datanote: PPI, China, August, 2025

• In one line: Improvement in producer deflation appears mainly driven by short-term factors, more than policy yet

Global Datanote: Manufacturing PMIs, China, August

• In one line: Modest activity gains

Global Datanote: Bangko Sentral ng Pilipinas Decision, August 2025

• In one line: A less-dovish cut, but expect at least one more before the end of 2025.

Global Datanote: BoK Policy Decision, Korea, August

In one line: BoK stays put amid US pressure not to weaken currency

Global Datanote: Bank Indonesia Decision, August 2025

• In one line: Acting now, while the space to do so comfortably remains available.

Global Datanote: BoJ Decision, Japan, July

In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser 

Global Datanote: Official Manufacturing PMI, China, July

In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead