Global Datanote: Politburo, China, Q2

In one line: China's Q2 Politburo meeting downplays trade risks, focuses on domestic issues like price wars

Global Datanote: Exports, China, June 2025

In one line: Better external sector performance likely to support Q2 GDP due tomorrow

Global Datanote: Bank Indonesia Decision

• In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.

Global Datanote: PPI, China, June 2025

• In one line: Producer deflation worsens due to weather hitting construction, a jump in renewable energy generation and trade frictions

Global Datanote: Caixin Manufacturing PMI, China, June

In one line: Caixin PMI concurs with official index in showing manufacturing activity rebound

Global Datanote: Official manufacturing PMI, China, June

In one line: Manufacturing activity index rises thanks to eased tariff tensions and domestic policy support

Global Datanote: Bank of Thailand Decision

• In one line: Pausing, for now.

Global Datanote: Loan Prime Rates, China, June

In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June

Global Datanote: BoJ Decision, Japan, June

In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June

Global Datanote: Bangko Sentral ng Pilipinas Decision

• In one line: Rightly unfazed, for now, by the upswing in oil prices.

Global Datanote: Bank Indonesia Decision

• In one line: Sticking to the gradualist approach, for now.

Global Datanote: Exports, China, May

In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.

Global Datanote: Reserve Bank of India Decision

• In one line: Front-loading most of this year’s remaining cuts.

Global Datanote: Official Manufacturing PMI, China, May

In one line: China's manufacturing activity shrinks at a slower pace in May due to US tariff reprieve

Global Datanote: Bank of Korea Decision, Korea, May

In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact

Global Datanote: Caixin Manufacturing PMI, China, May

 Plunge in Caixin manufacturing gauge won't trigger a knee-jerk policy response

Global Datanote: Bank Indonesia Decision

• In one line: Back in business; at least 75bp in more cuts to come this year.

Global Datanote: Bank of Thailand Decision

• In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.

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

• In one line: The BCCh holds fire, as global risks intensify.