PM Datanote: CPI, US, September 2025

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

Global Datanote: Flash PMIs, EZ, October 2025

In one line: Driven higher by pick up in German activity. 

Global Datanote: Flash PMIs, Germany, October 2025

In one line: Here comes the turn in Germany.

Global Datanote: INSEE Consumer Confidence & Flash PMIs, France, October 2025

In one line: PMIs remain terrible, but INSEE survey data look better.

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

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

Global Datanote: Exports, National CPI, Japan, September

In one line:  BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing

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.

Global Datanote: Final Inflation, Eurozone, September 2025

• In one line: Core is too strong for another rate cut in Q4. 

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

• In one line: A modest improvement, but risks remain biased to the downside.

Global Datanote: CPI, India, September 2025

• In one line: Food & beverage deflation is back, and will likely deepen this month.

Global Datanote: CPI, Mexico, September, 2025

• In one line: Disinflation holds, but core pressures persist.

Global Datanote: CPI, Brazil, September, 2025

• In one line: Inflation rises marginally, but disinflation remains on track.

Global Datanote: Bangko Sentral ng Pilipinas Decision, October 2025

• In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.

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: Inflation, Switzerland, September 2025

• In one line: At 0.2% for third straight month.

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: CPI, Indonesia, September

• In one line: Food inflation is firming up fast, but core disinflation is a strong anchor.