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Above the noise. Our experts are trusted economists, former finance ministers and central bank heads, and the go-to authorities in their countries. Our clients recognize us as "brilliant thinkers and writers, with the relationships and knowledge to go beyond consensus." We provide candid, unbiased, unfiltered insights that contribute to better investment and business decisions.

Country Insights

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Moreno aims at recovering his public image
ECUADOR - Report 24 May 2018

An encouraging and positive President Moreno gave his first report to the Nation as is customary after the first year in office. The change in style from his predecessor was evi...

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Interest rate cuts aborted as pressure on inflation mounts
SOUTH AFRICA - Report 24 May 2018

The Monetary Policy Committee (MPC) of the South African Reserve Bank today voted to keep the bench mark interest rate at 6.5%. This was following its decision to cut rates by 2...

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Truckers’ strike
BRAZIL POLITICS - Report 24 May 2018

The government is going through a very delicate moment, perhaps one of the worst since Michel Temer became president. Even during the explosion of the JBS crisis, the governmen...

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Muddle-through, it is
TURKEY - In Brief 24 May 2018

I am writing this note to augment Dr. Murat Ucer’s commentary on CBRT action, titled “CBRT Finally Acts, Avoids the Worst – For Now”.Our audience should recall, that Murat and I...