Global Datanote: Trade, Indonesia, July

• In one line: Still-robust export growth is driving the trade surplus to its highest in years.

Global Datanote: Industrial Production, India, July

• In one line: Recovering to a four-month high, with some help from base effects.

Global Datanote: BoJ Decision, Japan, July

In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser 

Global Datanote: Official Manufacturing PMI, China, July

In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead

Global Datanote: Loan Prime Rates, China, July

In one line: China keeps LPR unchanged, further easing expected in the second half of 2025

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: CPI, Brazil, July, 2025

• In one line: Inflation eases as demand cools.

Global Datanote: CPI, Mexico, July, 2025

• In one line: Disinflation resumes, but risks linger.

Global Datanote: ISM Manufacturing Survey, US, July, 2025

• In one line: A further climb in goods inflation is still in the pipeline. 

Global Datanote: Employment, US, July, 2025

• In one line: Revisions reveal a sharp slowdown; September easing incoming.

Global Datanote: CPI, Indonesia, July 2025

• In one line: Discount the base effects lifting food inflation; the headline should now stabilise.

Global Datanote: Manufacturing PMI, ASEAN, July

• In one line: Early US trade deals in July help ASEAN manufacturing find its feet, for now.

Global Datanote: Caixin Manufacturing PMI, China, July

In one line: China’s manufacturing sector rocked by trade uncertainty

Global Datanote: Monetary policy meeting, Brazil, July, 2025

• In one line: On hold, signalling caution amid heightened uncertainty.

Global Datanote: Flash manufacturing PMI, Japan, July

In one line: manufacturing index slammed by falling output; July should be low point after US-Japan trade deal