Global Datanote: Exports, Korea, September, 2025

In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.

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: 20-Day Exports, Korea, September 2025

In one line: Korea’s September WDA exports plunge, led by US and China.

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: Bank Indonesia Decision, September 2025

• In one line: Third time (un)lucky.

Global Datanote: 20-Day Exports, Korea, August, 2025

In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.

Global Datanote: Export, Korea, August

• In one line: WDA-export growth holds up despite tariff ructions   

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: 20-Day Exports, Korea, July

In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty 

Global Datanote: Reserve Bank of India Decision, August 2025

• In one line: Holding—understandably—in spite of the tariff let-down.

Global Datanote: 20 Day Exports, Korea, June

In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry

Global Datanote: Bank Indonesia Decision

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

Global Datanote: Bank of Thailand Decision

• In one line: Pausing, for now.

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.