GlobalSource Partners | Country Insights

Sentiment within Washington's ruling circles appears to be gradually shifting in Ukraine's favor. President Volodymyr Zelensky’s July 28 meeting in Washington with U.S. President Donald Trump was the first to unfold amid relatively positive sentiment, and information backdrop. There is bipartisan...

Party negotiations continue to intensify over the next two days, the Federal Police asked the STF to open another investigation into Lula’s son, and the Copom meets to decide on the benchmark interest rate

BRAZIL POLITICS · Report · 04 Aug 2026

Today is the second-to-last day for political parties to hold their national conventions. Negotiations are expected to intensify over the next two days. Senator Tereza Cristina (PP-MS) said yesterday that she still believes there is a possibility of being chosen as the vice-presidential running m...

Paks nuclear power plant is almost fully turned off, but economic impact is likely to be limited

HUNGARY · In Brief · 04 Aug 2026

As we reported a few days ago, Central Europe, and indeed the western part of the continent as well, is suffering from a severe drought, combined with unusually high peak daily air temperatures. Over the last few days, water levels in the Danube river have fallen to about half a meter lower than ...

Current account turned positive in 2Q26 and could stay in green in 2026 as a whole

KAZAKHSTAN · In Brief · 04 Aug 2026 · 1 response

The current account moved into surplus in 2Q26, hitting about $3.0 bln after a $2.0 bln deficit in 1Q26, bringing the 1H26 surplus to roughly $1.0 bln. This is a sharp turnaround from the $3.6 bln deficit in 1H25 and the $12.5 bln shortfall for all of 2025. In 4Q25, the deficit widened to $5.2 bl...

Weekly report, August 3, 2026: Markets remain resilient despite geopolitical uncertainty

ISRAEL · Report · 03 Aug 2026

The weekend was dominated by reports that the United States was preparing strikes against Iran's energy infrastructure, including power plants. The prospect of attacks on critical energy facilities pushed oil prices higher and increased concerns that Israel could be drawn into the war. However, P...

Economics: July data reveal pockets of recovery but multiple vulnerabilities on the economic front

MEXICO · Report · 03 Aug 2026

Mexico's economy enters the second half of 2026 with a headline growth figure that overstates the strength of the underlying recovery. The second-quarter rebound rests heavily on volatile components—agriculture, mining, wholesale trade, and an unusually large jump in residential construction that...

Essential CIS Politics: July 17 - August 3, 2026

CIS POLITICS · Report · 03 Aug 2026

Key stories * Ukraine War overview: Russia advanced over 700 square kilometers in July, one of its most successful months since April 2022, getting close to the last of the cities of Ukraine’s fearsome Fortress Belt in Donetsk. Both sides intensified infrastructure strikes; Ukraine targeted R...

President Ferdinand Marcos Jr's performance scorecard: mixed...

PHILIPPINES · Report · 03 Aug 2026

The Marcos administration's first four years have been marked by a mixed but consequential economic record. Its strongest achievement has been the restoration of macroeconomic stability after the COVID-19 crisis. Inflation has eased from its post-pandemic highs, economic growth has remained among...

Synthesis of the Brazilian Economy

BRAZIL ECONOMICS · Report · 03 Aug 2026

THE FROGS AND THE SCORPION As the nominal public deficit reached 10% of GDP in the 12 months ended in June, what previously concerned only economists, part of the financial market, and a few politicians has spilled over into broader circles, reaching the electoral arena.

A pivotal week for Flávio and other weekly topics

BRAZIL POLITICS · Report · 03 Aug 2026

The period for party conventions ends on Wednesday (August 5). This will be a decisive week for Senator Flávio Bolsonaro (PL), who is seeking to bring the União Progressista Federation (União Brasil–PP) and the Republicanos party onto his presidential ticket. Congress and the Judiciary resume the...

No respite for the CBRT in the July data

TURKEY · Report · 03 Aug 2026

Consumer price rose by 1.8%, m/m, in July, broadly in line with expectations, with the 12-month CPI inflation easing slightly to 31.8%, from 32.1% in June. Producer price inflation came in at 1.5%, with the 12-month PPI inflation rate also falling modestly to 27.8%, from 28.1% in the previous mon...

The PT officially launched Lula’s reelection bid, the first presidential debate is scheduled for August 23, and the Copom will meet to decide on the benchmark interest rate this week

BRAZIL POLITICS · Report · 03 Aug 2026

At the PT's national convention held this Sunday (August 2) in São Paulo, the party officially launched President Luiz Inácio Lula da Silva's (PT) bid for reelection. Vice President Geraldo Alckmin (PSB) will once again serve as his running mate, recreating the ticket that won the 2022 election. ...

Inflationary pressures and political tensions accompany stronger economic growth

DOMINICAN REPUBLIC · Forecast · 03 Aug 2026

The Dominican economy performed considerably better in H1 2026 than expected at the beginning of Q2, despite heightened geopolitical uncertainty following the escalation of the U.S.–Iran conflict. Economic activity accelerated to 4.7% and 6.4% y/y in May and June, lifting H1 growth to 4.5%, drive...

Politics: 2027 electoral scenarios and their implications

MEXICO · Report · 03 Aug 2026

Morena enters the 2027 midterms as the dominant force. Its ceiling, however, is already visible: vote intention hovers between 39% and 47%, with another six to nine points from the PT and PVEM, and the realistic direction of the trend is downward. The party's assets — a consolidated social base, ...

GULF WEEKLY: War restarts after pause, Saudi deficit narrows, Kuwait privatizes pipelines

GULF COUNTRIES · Report · 31 Jul 2026

A skimmable summary overlaid with our analysis and links. Headlines: * After a brief pause, the US-Iran conflict restarted, although oil remains well down from last week, at about $87. * The Houthis and allied Iraqi militias attacked Saudi oil sites and tankers, prompting counterstrikes. * T...