Global Datanote: Bank Indonesia Decision, September 2025

• In one line: Third time (un)lucky.

Global Datanote: CPI, India, August

• In one line: Expect this to be a temporary headline bounce.

Global Datanote: Industrial Production, India, July

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

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: BoK Policy Decision, Korea, August

In one line: BoK stays put amid US pressure not to weaken currency

Global Datanote: Bank Indonesia Decision, August 2025

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

Global Datanote: BoJ Decision, Japan, July

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

Global Datanote: Reserve Bank of India Decision, August 2025

• In one line: Holding—understandably—in spite of the tariff let-down.

Global Datanote: Industrial Production, India, June

• In one line: A ten-month low, as consumer sectors continue to broadly weaken.

Global Datanote: Bank Indonesia Decision

• In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.

Global Datanote: CPI, India, June

• In one line: Outright food deflation is here, as predicted.

Global Datanote: Industrial Production, India, May

• In one line: Consumer-facing industries are buckling.

Global Datanote: Bank of Thailand Decision

• In one line: Pausing, for now.

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

Global Datanote: Bangko Sentral ng Pilipinas Decision

• In one line: Rightly unfazed, for now, by the upswing in oil prices.

Global Datanote: Bank Indonesia Decision

• In one line: Sticking to the gradualist approach, for now.

Global Datanote: CPI, India, May

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

Global Datanote: Reserve Bank of India Decision

• In one line: Front-loading most of this year’s remaining cuts.

Global Datanote: Bank of Korea Decision, Korea, May

In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact

Global Datanote: Bank Indonesia Decision

• In one line: Back in business; at least 75bp in more cuts to come this year.