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.

Global Datanote: CPI, India, October 2025

• In one line: Headline is going nowhere for the rest of this year.

Global Datanote: CPI, Chile, October, 2025

• In one line: Inflation eases, pointing to softer Q4 average.

Global Datanote: CPI, Mexico, October, 2025

• In one line: Headline inflation drops again in October, supporting Banxico’s cautious easing path.

Global Datanote: Bank Negara Malaysia Decision, October 2025

• In one line: Resilience to US tariffs, give no reason to cut rates.

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

• In one line: Cautious COPOM holds steady amid uncertainty.

Global Datanote: Manufacturing PMI, ASEAN, October 2025

• In one line: The post-“Liberation Day” recovery in sentiment continues.

Global Datanote: ISM Manufacturing Survey, US, October 2025

• In one line: Tariff-led jump in goods inflation likely to be temporary.

Global Datanote: CPI, Indonesia, October 2025

• In one line: Raising our 2026 average inflation forecast to just over 3%.

Global Datanote: Trade, Indonesia, September 2025

• In one line: A deceptively quiet end to Q3 for trade.

Global Datanote: Inflation, Switzerland, October 2025

• In one line: Down, but the SNB will ignore it.

Global Datanote: Official Manufacturing PMI, China, October 2025

In one line: Investment stimulus should lift China's manufacturing index from October's trough

Global Datanote: Advance GDP, Mexico, Q3, 2025

• In one line: A poor Q3, but early Q4 indicators hint at tentative stabilisation.

Global Datanote: BCCh Rate Decision, Chile, October, 2025

• In one line: On hold, waiting for clearer disinflation.

PM Datanote: CPI, US, September 2025

Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.

Global Datanote: Flash Mfg PMI, Japan, October, 2025

In one line: Fading demand weighs on flash PMI manufacturing activity

Global Datanote: Economic activity index, Mexico, August, 2025

• In one line: Uneven performance, but risks remain tilted to the downside.

Global Datanote: Bank Indonesia Decision, October 2025

• In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.