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Upcoming webinar - Colombia elections: Outlook for the runoff
COLOMBIA · Report · 04 Jun 2026

Date: 5 Jun 2026 Time: 10:00 AM EDT What does the path to the presidency look like for Colombia's presidential candidates? Which way is Colombia leaning?  Following the first round of Colombia's presidential elections, join us for our live Zoom webinar featuring GlobalSource Partners' Col...

Armenia elections: Outlook and implications - Slide presentation and webinar replay
CAUCASUS / CENTRAL ASIA · Presentation · 04 Jun 2026

Can Nikol Pashinyan retain power after the loss of Nagorno-Karabakh? Can the opposition unite behind a single credible challenger? Could Armenia face another period of instability if the result is disputed? Get insight into Armenia's parliamentary elections with the slide presentation and repl...

Economic trends look unimpressive but the trajectory is unclear
RUSSIA ECONOMICS · In Brief · 04 Jun 2026

We recently noted that official industrial statistics have been hard to use since the start of this year, as the time series for industry and its segments seems to mix two different base years. Starting in 2026, Rosstat began using 2023 fixed prices, while until 2025 it used 2018 fixed prices and...

Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 03 Jun 2026

May 21 Ministry of Justice: Naftogaz of Ukraine is seeking to validate in commercial arbitration in Kazakhstan its $1.44 bln claim against Gazprom for unpaid gas transit fees after the service was halted in 2022. Earlier, Naftogaz had won a similar arbitration against Gazprom in the Netherlands. ...

The potential 25% tariff on all imports from Brazil has become a major issue in the presidential campaign, the 6x1 proposal will be analyzed in the CCJ first, and Lula will hold a cabinet meeting today
BRAZIL POLITICS · Report · 03 Jun 2026

The threat by the United States to impose a 25% tariff on Brazilian exports has become a major issue in the presidential campaign. The Lula administration is attempting to link the issue to Senator Flávio Bolsonaro. Yesterday, Senate President Davi Alcolumbre (União Brasil-AP) stated that the con...

PM Magyar in Berlin, Paris and the MNB headquarters
HUNGARY · In Brief · 03 Jun 2026

Immediately after his early Monday visit at the residence of President Sulyok, and the subsequent announcement that Tisza will seek the removal of eight constitutionally independent top public officials, including the President, PM Magyar went over to the MNB headquarters, to see Governor Varga t...

Institutional instability and economic collateral damage
PHILIPPINES · In Brief · 02 Jun 2026 · 1 response

Two weeks ago, we argued that if something in the Philippine political system must finally fall into the ravine, it should not be constitutional accountability. It should be the culture of impunity that has long weakened Philippine democracy. Yet recent developments in the Senate suggest the oppo...

The USTR proposed imposing a 25% tariff on all imports from Brazil, Alcolumbre should meet with party leaders to discuss the 6x1 proposal, and São Paulo’s Civil Police launched an investigation into a suspected scheme
BRAZIL POLITICS · Report · 02 Jun 2026

Yesterday evening, the U.S. Trade Representative (USTR) proposed imposing a 25% tariff on all imports from Brazil, except for goods classified as being subject to "national security tariffs". According to the document released late at night, the measure is justified by a series of actions, polici...

Upcoming webinar: Armenia elections - outlook and implications
CAUCASUS / CENTRAL ASIA · Report · 02 Jun 2026

Date: 3 Jun 2026 | Time: 10:00 AM EDT Can Nikol Pashinyan retain power after the loss of Nagorno-Karabakh? Can the opposition unite behind a single credible challenger? Could Armenia face another period of instability if the result is disputed? Join us for our live Zoom webinar featuring Globa...

Kast’s State of the Union: Fiscal Stress
CHILE · In Brief · 02 Jun 2026

Three months into office, President José Antonio Kast’s first June 1 “State of the Union” should have been a victory lap. Instead, it was an attempt to reset the government’s political narrative. The speech clarified the administration’s priorities on security, fiscal correction, and growth. It a...

High-tech sector continues to drive shekel strength and economic growth
ISRAEL · In Brief · 01 Jun 2026

If we seek to understand the sources of the substantial foreign-currency inflows into Israel and the factors underlying the exceptional appreciation of the shekel, the recently published data on high-tech services exports and capital raised by Israeli start-up companies provide an important part ...

Economics: Data published during May confirm the economy remains weak, with higher risks ahead
MEXICO · Report · 01 Jun 2026

Economic indicators published in May reflect a Mexican economy cooling in the first quarter of the year, weighed down by weakness in domestic demand. The economy entered 2026 on a weak footing, with GDP growth virtually flat at 0.2% YoY in the first quarter, suffering from contractions in the pr...

Lula's electoral strategy and other weekly topics
BRAZIL POLITICS · Report · 01 Jun 2026

Congress is expected to have a light schedule this week due to the Corpus Christi holiday. On Friday, the United States' designation of the Comando Vermelho (CV) and Primeiro Comando da Capital (PCC) as terrorist organizations officially takes effect. President Lula will convene his cabinet on We...

'Fidesz-puppets' to be sacked in about a month, PM Magyar claims
HUNGARY · In Brief · 01 Jun 2026

On May 31, the deadline set by PM Magyar for eight constitutionally independent top public officials to step down voluntarily expired. They include the President of the Republic, the Prosecutor General and the heads of the Constitutional Court, the Supreme Court, the National Bureau for the Judic...

Peru: Keiko Fujimori keeps the lead in the runoff
PERU · In Brief · 01 Jun 2026 · 1 response

Yesterday was the last day for publishing opinion polls on the runoff between Keiko Fujimori (KF) from Fuerza Popular, and Roberto Sánchez (RS) from Juntos por el Perú, due on Sunday June 7th. In addition, last night was the last debate between the two candidates.  Three polls were published on S...

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