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UPCOMING WEBINAR - PERU FIRST ROUND RESULTS - WHAT'S NEXT?...

Congress may vote on the presidential veto on the sentencing framework, the proposal on Central Bank autonomy may be put to a vote next week, and Dario Durigan discussed potential support for indebted rural producers
BRAZIL POLITICS · Report · 09 Apr 2026

The President of the Senate, Davi Alcolumbre (União-AP), signaled yesterday that he intends to put to a vote the presidential veto on the sentencing framework bill related to those involved in the January 8, 2023, attacks. He also stated that he plans to convene a joint session “as soon as possib...

The Iran Ceasefire: Some positive signs but Lebanon remains an immediate obstacle
GULF COUNTRIES · Report · 08 Apr 2026

* The US and Iran agreed to a two-week ceasefire 90 minutes before Trump's deadline to destroy Iranian civilian infrastructure, brokered by Pakistan. * There have already been ceasefire violations. Iran's Lavan Island refinery was struck, and it used this as justification for strikes against mos...

Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 08 Apr 2026

Mar 26 Government: Kazakhstan excluded Shell’s and Eni's participation in the Karachaganak gas processing plant project. Banking system: Abu Dhabi Commercial Bank intends to establish a subsidiary bank in Kazakhstan. KMG: The company’s net profit decreased by 2% in 2025. KMG: Joint project with R...

Peru: Fujimori keeps her lead, second place is tied
PERU · In Brief · 08 Apr 2026

Two more polls have been released since Sunday, one from Ipsos on Tuesday, and another from Datum today. In both polls, Keiko Fujimori from Fuerza Popular leads, and news was that Ricardo Belmont from Obras has taken the second position.  Interesting, Datum calculated a simulacrum of the election...

CPI-inflation moved a bit upwards in March, caps on fuel prices had a substantial impact
HUNGARY · In Brief · 08 Apr 2026

Even though all eyes are kept on election news in these days, this morning's KSH release of the March CPI-inflation data still appears significant, offering some insight into prospects for the rest of the year. Note: Year-on-year changes in percent; Sources: KSH and own estimates Unsurprisingly, ...

The proposal on the 6x1 work schedule is expected to be put to a vote by the end of May, the House may vote on the proposal regarding the SUAS, and Durigan presented a program aimed at addressing household debt
BRAZIL POLITICS · Report · 08 Apr 2026

Yesterday, the President of the Lower House, Hugo Motta (Republicanos-PB), reaffirmed that the proposal to eliminate the 6x1 work schedule (PEC 221/19) is expected to be voted on the floor by the end of May. Today, the Lower House may vote on Constitutional Amendment Proposal (PEC) 383/17, which ...

Economic trends don’t look great, while statistics still puzzles
RUSSIA ECONOMICS · In Brief · 08 Apr 2026

According to Rosstat’s preliminary estimate, the Russian nominal GDP reached R213.5 trln (about $2.55 trln) and grew by 1.0%. On April 10, the statistical agency will publish GDP sectoral breakdown by production activity and by end-use, including quarterly data. So far, the 4Q25 numbers are unava...

The government announced a new set of measures to curb rising fuel prices, an MP should establish a subsidy of R$850 per ton of imported LPG, and a decree was issued to eliminate PIS/Cofins taxes on aviation fuel
BRAZIL POLITICS · Report · 07 Apr 2026

The federal government announced yesterday a new set of measures to curb rising fuel prices driven by the war in Iran. The main initiative is the establishment of a diesel subsidy, applicable to both imported fuel and domestically produced output. To mitigate the impact on vulnerable households, ...

Stagflation is no longer a risk—it is now a policy test
PHILIPPINES · Report · 07 Apr 2026

The Philippines is entering a more dangerous phase of inflation, with March 2026 data confirming a shift from temporary supply shocks to a broader, more persistent inflation cycle. Rising oil prices, food costs, and early signs of second-round effects are pushing inflation beyond target, while ex...

Bahamas calls election while Jamaica survives Melissa with financial credibility intact
JAMAICA / BAHAMAS · Report · 07 Apr 2026

The Bahamas Prime Minister Philip “Brave” Davis has announced that Parliament will be dissolved on Wednesday, April 8 with writs of election to be issued the following day for a May 12 election. In his statement, the Prime Minister said: “As we move through this election season, I ask every B...

Better at fighting; worse at governing
UKRAINE · Report · 07 Apr 2026

Ukraine’s improved “middle-strike” capability is emerging as one of the more important battlefield shifts of the current phase of the war. What initially looked like another round of optimistic reporting is increasingly supported by the gap between Russia’s still-high assault intensity and its ne...

Rejection weighs more heavily on Lula and other weekly topics
BRAZIL POLITICS · Report · 06 Apr 2026

President Lula may sign a provisional measure on diesel subsidies, along with support measures for the aviation sector. The government may also submit a proposal to Congress to end the 6x1 work schedule. With the nomination of Jorge Messias to the Supreme Federal Court, the government is resuming...

Vance visit, explosives near Turk Stream not to have any significant impact on election chances
HUNGARY · In Brief · 06 Apr 2026

President Trump not having the time in these days, it is Vice President Vance who is set to come to Budapest, to promote PM Orbán's election chances, for a two-day visit beginning tomorrow. No one knows what else could happen at his talks with the Hungarian government, but it is a widespread view...

Synthesis of the Brazilian Economy
BRAZIL ECONOMICS · Report · 06 Apr 2026

SURPRISES IN THE ELECTORAL LANDSCAPE AND THE SUPREME COURT UNDER SCRUTINY The deadline for officeholders to step down from their positions and of the party-switching window accelerated the definition of presidential candidacies for the October election, bringing a new development with the pote...

Peru: Fujimori and Alvarez lead in the polls
PERU · In Brief · 06 Apr 2026

Last night pollsters released their latest poll and Keiko Fujimori from Fuerza Popular kept their lead in most polls. Surprising was the run of Carlos Álvarez from Pais para todos, a well known right-wing comedian and he overtook Rafael López Aliaga from Renovation Popular as the second runner.  ...