Global Datanote: Inflation, Switzerland, June 2025

In one line: Back above zero, but unlikely to stay there for long.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: CPI, Indonesia, June

• In one line: Expect a further rise in food inflation in the July report.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Tokyo CPI, Japan, June

In one line: Tokyo inflation cools, thanks to restart of energy subsidies

Duncan WrigleyGlobal

Global Datanote: National CPI, Japan, May

In one line: Japan's core inflation surprised on the upside, but unlikely to sway BoJ into hiking mode

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: CPI, India, May

• In one line: No signs yet of food disinflation stabilising.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Tokyo CPI, Japan, May

In one line: Japan's core CPI surprise points to continued squeeze on real wages

Kelvin Lam (Senior China+ Economist)Global

Global Datanote: CPI, Indonesia, May

• In one line: Near-zero inflation is once again around the corner.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, India, April

• In one line: More food disinflation to come in May; the 2025 consensus remains far too high.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: CPI, Indonesia, April

• In one line: Electricity discounts are now well and truly a thing of the past.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Detailed Inflation, Eurozone, March 2025

In one line: Falling oil prices and a stronger euro are gifts to ECB doves.

Claus Vistesen (Chief Eurozone Economist)Global

Global Datanote: CPI, US, March, 2025

• In one line: Tariffs will snatch defeat from the jaws of victory.

Samuel TombsGlobal

Global Datanote: CPI, Indonesia, March

• In one line: Short-lived, policy-induced deflation is over.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Economic activity index, Chile, February, 2025

• In one line: A poor headline, but the underlying trend remains positive.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Bi-weekly CPI and IGAE, Mexico, March/January, 2025

• In one line: Weak economic activity curbing inflation.

Andrés Abadía (Chief LatAm Economist)Global

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

• In one line: Better, but the overall picture is still one of subpar growth. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Trade, Indonesia, February

• In one line: February export pop isn’t so black and white.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Brazil, February, 2025

• In one line: Inflation pressures persist despite economic activity slowing.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: February CPI & January IP, India

• In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: US Employment, February

• In one line: A snapshot of a prior age, before the shift in federal government policies undermined confidence.

Samuel TombsGlobal