GlobalSource Partners | Country Insights

Senate President Davi Alcolumbre is expected to meet with party leaders to discuss the legislative path of the proposal to end Brazil’s 6x1 work schedule. The Senate’s Economic Affairs Committee is set to review the constitutional amendment granting financial autonomy to the Central Bank. A new G...

Politics: The Mexico-U.S. relations crisis and its implications for governance

MEXICO · Report · 08 Jun 2026

President Sheinbaum has chosen confrontation over cooperation, refusing U.S. extradition requests for ten Sinaloa officials — including a sitting governor, senator, and mayor — and framing her decision as a defense of national sovereignty. Her position, reinforced by AMLO's public backing, refra...

Weekly report, June 8, 2026: Bank of Israel signals faster rate cuts, shekel reverses course, elections likely in October, Iran-Israel tensions escalate again

ISRAEL · Report · 08 Jun 2026

Key developments and outlook: - The war between Iran and Israel resumed following an Iranian attack on northern Israel and an Israeli response targeting sites in Iran. The United States is attempting to contain the conflict in order to preserve momentum in the negotiations with Iran. - Isra...

Of mountains and mice

BRAZIL ECONOMICS · Report · 08 Jun 2026

A new round of U.S. tariffs on Brazilian products, if implemented, should have only a modest macroeconomic effect. We estimate that the measures would reduce Brazilian exports by between US$0.8 billion and US$2.8 billion, a small amount compared with the approximately US$360 billion exported annu...

Alcolumbre should meet this week with party leaders to discuss the 6x1 PEC, the House may vote this week on the fuel tax exemptions bill, and the STF should continue the trial on the Civil Rights Framework for the Internet

BRAZIL POLITICS · Report · 08 Jun 2026

A meeting is expected this week between Senate President Davi Alcolumbre (União-AP) and party leaders to discuss the legislative path of the constitutional amendment proposal (PEC) that would end Brazil’s 6x1 work schedule. The Lower House is expected to attempt a vote this week on Complementary ...

Armenian election results take an odd turn

CAUCASUS / CENTRAL ASIA · In Brief · 08 Jun 2026

In a rather odd development, the Central Election Commission announced changes in the results previously reported on its website. Trying to explain the changes would only spoil interpretation, so I take the liberty of simply citing CEC Chairman verbatim: "You have all seen the figures published o...

Armenian elections results: first thoughts

CAUCASUS / CENTRAL ASIA · In Brief · 08 Jun 2026

The CEC has just announced the preliminary results from yesterday's vote (final tally must be submitted by law within 7 days of the election). Here are the key takeaways as I see them:1. The election was hotly contested in a polarized society. The turnout, at roughly 59%, was higher than the 2018...

All eyes on CHP and reserves

TURKEY · Report · 07 Jun 2026

We’ve reported on Q1 growth and May inflation data last week, which, in a nutshell, leave us with a stagflationary picture, with economic activity barely moving sequentially, and annual CPI inflation edging up further to 32.6% (from 32.4% in April). The rebound in manufacturing sector PMI in M...

Colombia elections: Outlook for the runoff - Slide presentation and webinar replay

COLOMBIA · Presentation · 05 Jun 2026

What does the path to the presidency look like for Colombia's presidential candidates? Which way is Colombia leaning? Get insight into the results of the first round of Colombia's presidential elections and the outlook for the runoff with the slide presentation and replay from our recent w...

Peru: Fujimori and Sanchez are tied in the run to Sunday's election

PERU · In Brief · 05 Jun 2026

Last night, two confidential polls were released and show that both candidates, Keiko Fujimori and Roberto Sánchez are tied. The former has slipped, while the latter has advanced. The difference in these polls are 0.8 percentage points (pp) in favor of Sanchez in one poll, and 1.8 pp in favor of ...

GULF WEEKLY: Kuwait airport hit in resumed fighting, PMIs rise in Saudi Arabia and UAE, Bahrain issues bond

GULF COUNTRIES · Report · 05 Jun 2026

A skimmable summary overlaid with our analysis and links. Headlines: * Hopes for a US-Iran deal receded amidst tit-for-tat exchanges of fire and conflict in Lebanon. * An Iranian drone hit Terminal 1 of Kuwait airport, killing a passenger and injuring 63. * The UAE and Saudi Arabia ranked se...

Upcoming webinar - Peru: Elections and outlook for the next administration

PERU · Report · 05 Jun 2026

Date: 8 Jun 2026 | Time: 10:00 AM EDT Join us after the election of Peru's next president for a live Zoom webinar featuring GlobalSource Partners' Peru Analyst Alfredo Thorne discussing what the results mean for Peru's outlook, the next administration's priorities, and the challenges that will...

Robust external performance and moderate growth, with rising inflation and oil shock risks

DOMINICAN REPUBLIC · Report · 05 Jun 2026

The Dominican economy maintained a favorable performance through April 2026, although signs of moderation have begun to emerge. Economic activity expanded by 4% y/y during January–April, supported by sectors such as mining, tourism, education and financial services. Employment kept growing, but t...

May inflation: still badly stuck

TURKEY · Report · 05 Jun 2026

CPI inflation was 1.7%, m/m, in May, slightly above expectations, with annual consumer price inflation edging up to 32.6%, from 32.4% in April. With monthly domestic PPI inflation at 2.75% in May, the 12-month PPI rate also rose -- to 28.9%, from 28.6%.

Poland in mid‑2026: frozen politics and a cooling economy

POLAND · Report · 05 Jun 2026

Poland enters mid‑2026 with a mix of frozen politics and a cooling economy, which together create growing strategic risk. Party polling has barely moved in months: KO leads , PiS is clearly second, the two Konfederacjas occupy the right‑wing periphery, and the rest of the field is fragmented. Yet...