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.

Global Datanote: CPI, India, November 2025

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

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.

Global Datanote: Reserve Bank of India Decision, December 2025

• In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.

Global Datanote: GDP, Third Quarter, Brazil, 2025

• In one line: Growth almost stalls as industry steadies and agriculture rebounds.

Global Datanote: ISM Manufacturing Survey, US, November 2025

• In one line: Core goods inflation likely to retreat in H1 2026.

Global Datanote: Industrial Production, India, October 2025

• In one line: Made to look much worse by Diwali distortions.

Global Datanote: RatingDog Manufacturing PMI, China, November 2025

In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders

Global Datanote: CPI, Indonesia, November 2025

• In one line: The turn in rising food inflation is here.

Global Datanote: Trade, Indonesia, October 2025

• In one line: Export growth finally comes back down to earth; 2027 should be a bit better.

Global Datanote: Manufacturing PMI, ASEAN, November 2025

• In one line: Strengthening to a 38-month high.

Global Datanote: Employment, US, October 2025

• In one line: Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.

Global Datanote: Bank Indonesia Decision, November 2025

• In one line: Easing should resume in December, with a final 25bp move.

Global Datanote: Economic activity index, Brazil, September, 2025

• In one line: Activity slips again as headwinds build.

Global Datanote: BCRP Rate Decision, Peru, November, 2025

• In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.