Global Datanote: ISM Manufacturing Survey, US, June

In one line: Supply-side disruptions giving way to weak demand

Oliver Allen (Senior US 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: Manufacturing PMI, ASEAN, June

• In one line: Post-export-front-loading clouds continue to darken.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Caixin Manufacturing PMI, China, June

In one line: Caixin PMI concurs with official index in showing manufacturing activity rebound

Duncan WrigleyGlobal

Global Datanote: Official manufacturing PMI, China, June

In one line: Manufacturing activity index rises thanks to eased tariff tensions and domestic policy support

Duncan WrigleyGlobal

Global Datanote: Banxico Announcement, Mexico, June, 2025

• In one line: Banxico cuts again, but rising inflation and a split Board signal a slower, more cautious easing cycle ahead.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Tokyo CPI, Japan, June

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

Duncan WrigleyGlobal

Global Datanote: Loan Prime Rates, China, June

In one line: BoJ slowed tapering pace for next fiscal year but stood pat on policy rates in June

Kelvin Lam (Senior China+ Economist)Global

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

Kelvin Lam (Senior China+ Economist)Global

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

• In one line: COPOM surprises with a 25bp hike but signals a pause.

Andrés Abadía (Chief LatAm Economist)Global