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: ISM Manufacturing Survey, US, September, 2025

• In one line: Manufacturing is going nowhere fast.

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

• In one line:  Activity loses momentum in August due mainly to weak mining.

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: Manufacturing PMIs, China, September 2025

In one line: Broad improvement ahead of investment stimulus

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: LPR, China, September 2025

In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market

Global Datanote: Bank Indonesia Decision, September 2025

• In one line: Third time (un)lucky.

Global Datanote: Exports, China, August, 2025

In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength

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

In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.

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: PPI, China, July, 2025

• In one line: China’s producer prices continue to fall amid involution and weak demand

Global Datanote: PPI, China, August, 2025

• In one line: Improvement in producer deflation appears mainly driven by short-term factors, more than policy yet

Global Datanote: CPI, Mexico, August, 2025

• In one line: Headline inflation eases, but core remains sticky.

Global Datanote: ISM Manufacutring Survey, US, August 2025

• In one line: Jump in new orders obscures underlying weakness

Global Datanote: GDP, Second Quarter, Brazil, 2025

• In one line: Growth slows as capex falls, but services hold up. 

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: Bank Indonesia Decision, August 2025

• In one line: Acting now, while the space to do so comfortably remains available.