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Events
Databanks
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Argentina databank May 5 -
Brazil Economics databank Apr 16
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Central America databank Apr 28
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Chile databank Apr 30
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China databank Mar 21
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Colombia databank May 6
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Dominican Republic databank Mar 26
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Ecuador databank Apr 23
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Gulf Countries databank May 8
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Hungary databank Apr 29
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India databank Jun 26
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Mexico databank Apr 30
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Panama databank Mar 6
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Peru databank Apr 30
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Philippines databank May 8
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Poland databank Mar 24
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Russia Economics databank Apr 14
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South Africa databank May 8
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Turkey databank May 11
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Ukraine databank Mar 9
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Venezuela databank May 7
NEWS FLASH
UPCOMING WEBINAR - IRAN WAR AND TURKEY'S MACRO OUTLOOK: WHAT CHANGED?...
COUNTRY INSIGHTS
Tariffs on gold, silver, platinum
INDIA · Report · 13 May 2026
The Indian macroeconomy is navigating a dual external shock originating from the Persian Gulf: a contraction in export demand alongside a pronounced escalation in petroleum import costs. The optimal macroeconomic adjustment to these terms-of-trade frictions operates through the price mechanism, s...
Lula is focused on measures aimed at improving his approval ratings, the Public Security PEC is expected to move forward next week, and debate over ending the 6x1 work schedule continues according to the timeline
BRAZIL POLITICS · Report · 13 May 2026
President Lula remains firmly focused on measures aimed at improving his approval ratings. Yesterday, two new initiatives were announced. The federal government launched the “Brazil Against Organized Crime” program. Lula also signed a provisional measure eliminating the so-called “clothing tax,” ...
Upcoming Webinar - Iran War and Turkey's macro outlook: What changed?
TURKEY · Report · 13 May 2026
Date: 14 May 2026 Time: 10:00 AM Eastern Time What impact will the war in Iran have on Turkey's economic outlook? Will the conflict create short-term economic pain but potentially lead to long-term gains? What is the trajectory of monetary policy, and how is the CBRT positioning itself? How e...
The macroeconomic adjustment to the 2026 external shock
INDIA · Report · 13 May 2026
The Iran conflict was a terms-of-trade shock to the Indian economy: to energy prices and to the export of goods, services and expatriate labor to Persian Gulf. The macroeconomic vulnerability in India is located in the institutional reluctance to permit price-clearing mechanisms to operate, to de...
Dr. Carter is going home tonight (and some other timely updates)
HUNGARY · In Brief · 13 May 2026
Dr. Carter (see picture below) is a fictional character from the once world famous television series ER (Emergency Room), of course, arguably the favourite of that show among the Hungarian audience. What makes mentioning him timely today is that Hungary has also had its own ER series over the pas...
South African President tripped by the "Farmgate Saga",- with his back against the ropes , fighting for political survival
SOUTH AFRICA · In Brief · 12 May 2026
On May 8th the Constitutional Court, the highest court in the land, issued a rare verdict instructing the Parliament to commence an inquiry into the conduct of the President by establishing an Impeachment Committee based on the findings of the 2022 Phala Phala Report produced by Parliament's Inde...
Justice Marques will assume the presidency of the TSE, Durigan expects the bill authorizing the government to use oil revenues to be voted on this week, and Ciro Gomes said he will not be running for President
BRAZIL POLITICS · Report · 12 May 2026
Justice Kassio Nunes Marques officially assumes the presidency of Brazil’s Superior Electoral Court (TSE) today. He will lead the court during the 2026–2028 term and will therefore preside over this year’s elections. Yesterday, Finance Minister Dario Durigan stated that he expects the complementa...
Ukraine reaches solid financial ground; finally, a better outlook amid endless war
UKRAINE · Report · 12 May 2026
Ukraine’s near-term outlook has improved materially on financing, but not on peace. Presidential Chief of Staff Kyrylo Budanov’s optimistic comments to Bloomberg about “good progress” in negotiations briefly lifted Ukrainian Eurobonds, yet this looked more like market overreaction than a signal o...
Budget deficit narrows in April on stronger-than-expected tax revenues
ISRAEL · In Brief · 12 May 2026
The budget deficit over the past 12 months narrowed to 3.8% of the GDP in April, down from 4.2% in March and 4.7% in February. The better-than-expected figure was driven by stronger tax revenues, which rose by 5% year-on-year in real terms. Direct and indirect tax revenues both increased by aroun...
The succession chessboard in three key states and other weekly topics
BRAZIL POLITICS · Report · 11 May 2026
The Special Committee in the Lower House discussing the end of the 6x1 work schedule will hear from Finance Minister Dario Durigan and the head of the Presidential Secretariat-General, Guilherme Boulos. Justice Kassio Nunes Marques will be sworn in as president of the Superior Electoral Court (TS...
Politics: Key legislative takeaways from the Congressional period that ended on April 30
MEXICO · Report · 11 May 2026
The congressional session that concluded on April 30 was one of the least productive in recent memory, despite Morena holding a legislative supermajority. Three bills stood out among the 61 approved across both chambers. The first is the electoral reform. The bill that was ultimately passed bo...
Is Indonesia growing faster?
INDONESIA · Report · 11 May 2026
Indonesia is entering an interesting period. As just released by the Central Board of Statistics, Indonesia's economy grew 5.61% Y/Y in the first quarter of 2026. At a time when the global economy is in the midst of major geopolitical uncertainty, especially due to the US, Israel vs. Iran war, In...
With a little help from my (not so close) friends
BRAZIL ECONOMICS · Report · 11 May 2026
Brazilian trade balance should benefit considerably from the oil shock, given the country’s position as a net exporter of this product. Our projections indicate that the oil trade surplus could approach USD $56 billion in 2026. Moreover, there is a deepening trade relationship with China and the ...
Weekly report, May 11, 2026: Iran rejects ceasefire proposal; Israeli politics heats up, while markets focus on April CPI, the shekel, and the upcoming rate decision
ISRAEL · Report · 11 May 2026
Key developments and outlook: - Iran rejected the U.S. proposal to end the war: Israel assassinated a senior Hezbollah commander in Beirut, while fighting in southern Lebanon and exchanges of fire in the Gulf region continue. A diplomatic settlement appears unlikely in the near term, with the...
The committee on the 6x1 work schedule will hear from the Finance Minister, the rapporteur for the bill on the MEI revenue threshold should present his work plan, and Justice Marques will assume the presidency of the TSE
BRAZIL POLITICS · Report · 11 May 2026
The Special Committee in the Lower House discussing the end of the 6x1 work schedule will hold two public hearings this week. On Tuesday (May 12), the committee will hear from Finance Minister Dario Durigan. The rapporteur for Complementary Bill (PLP) No. 108/21, which raises the maximum annual g...