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: Industrial Production, India, November

• In one line: A credible pop in growth, Diwali noise aside.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Mexico, December, 2024

• In one line: The downtrend is on track. 

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: HICP Inflation, ECB inflation expectations and unemployment, Eurozone

In one line: ECB doves were saved by France and Italy.

Claus Vistesen (Chief Eurozone Economist)Global

8 January 2025 Global Monitor Stagflationary data will keep the MPC cautious

• US - Payroll growth likely was sluggish again in December
• EUROZONE - All set for another ‘gradualist’ 25bp rate cut from the ECB
• UK - Forecast review: slow growth and fast inflation to keep MPC cautious
• CHINA+ - Korean business sentiment dives due to political crisis; trade risks rise
• EM ASIA - A few silver linings in otherwise soft December ASEAN PMI
• LATAM - Kicking off 2025 with monetary policy and economic challenges

ian shepherdson (Chief Economist, Chairman and Founder)Global

Global Datanote: Sentix & Final PMIs, Eurozone, Jan/Dec

In one line: Relief in the PMIs; investor sentiment and seasonals signal further gains ahead.

Claus Vistesen (Chief Eurozone 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: Manufacturing PMI, ASEAN, December

• In one line: Let down by developed members.

Miguel Chanco (Chief EM Asia Economist)Global