GlobalSource Partners | Country Insights

A skimmable summary overlaid with our analysis and links. Headlines: * Iranian attacks on shipping were the most intense since March, sharply reducing Hormuz transits. * Trump said there would not be major strikes on Iran before the midterms, after reports of planning. * Yemeni forces recapt...

Panama Removed from EU Tax Blacklist After Six Years of Unsuccessful Attempts

PANAMA · In Brief · 09 Oct 2026

Panama was officially removed from the European Union’s list of non-cooperative jurisdictions for tax purposes on Friday, October 9, marking the end of more than six years on the bloc’s tax blacklist. The announcement was made early in the morning by Economy and Finance Minister Felipe Chapman, f...

Political update – October 9, 2026: Electoral deadlock and the road to a new government

ISRAEL · Report · 09 Oct 2026

With three weeks to go, our weekly average of polls from Israel’s three main television channels (Kan 11, Channel 12 and Channel 13) shows the two blocs remain tied at around 52 seats each. Since August, Eisenkot’s bloc has fallen from around 59 seats to 52 seats while Netanyahu’s bloc has remain...

Polls show Senator Flávio Bolsonaro leading in the runoff, Lula’s campaign is trying to correct some of the mistakes made in the first round, and radio and television campaign advertising for the runoff resumes today

BRAZIL POLITICS · Report · 09 Oct 2026

Two presidential polls released yesterday show Senator Flávio Bolsonaro (PL) leading in the runoff. According to PoderData, the senator has 49% of the vote, compared with 44% for Lula. Datafolha shows a 49% to 45% split. Lula’s campaign is trying to correct some of the mistakes made during the fi...

TOPIC OF THE WEEK: Who Buys the Bonds? Armenia and Georgia’s 2027 Funding Test

CAUCASUS / CENTRAL ASIA · Report · 09 Oct 2026

Armenia and Georgia have now both entered the formal 2027 budget cycle. Armenia’s government submitted its 2027 budget proposal on October 1, which came only a day after Georgia’s government had presented its own 2027 budget package together with a document titled “Basic Data and Directions” for ...

Fiscal pressures mount amid external uncertainty, but economic growth remains resilient

DOMINICAN REPUBLIC · Report · 09 Oct 2026 · 1 response

The Dominican economy faces heightened international uncertainty, marked by rising energy prices and inflationary pressures. Nevertheless, it maintained growth of 4.5% y/y in January–August 2026, though growth slowed to 3.8% in August. Annual inflation declined to 5.13%, but remains elevated. ...

This year’s weakness

CHILE · Report · 08 Oct 2026

Q3 started out on a weak note. The July and August IMACEC readings were both well below consensus, while consumption-related indicators have remained broadly stagnant since the beginning of 2026. A significant part of the recent weakness has reflected temporary factors, particularly in mining, bu...

The debate on the 6x1 proposal continues in the Senate, Lula said his campaign this year was the least organized of his political career, and the TSE will hear an appeal involving the gubernatorial elections in Rio

BRAZIL POLITICS · Report · 08 Oct 2026

The debate over ending the 6-on, 1-off (6x1) work schedule continues to advance in the Senate. Yesterday, the Senate held the second discussion session on the proposal. Today, it will hold the third. Lula said this year’s campaign has been the “least organized” he has ever participated in over th...

Bi-Weekly Economic News Summary

KAZAKHSTAN · In Brief · 07 Oct 2026

Sep 24 Kazakhstan Stock Exchange: Kazakhstan held a global call with investors as part of the preparation for a new 5Y sovereign Eurobond issue. EBRD: The bank has kept its forecast for Kazakhstan’s GDP growth in 2026 unchanged at 4.7%. Halyk bank: The bank intends to issue discount bonds worth K...

Webinar replay: Brazil elections - Outlook for the runoff

BRAZIL POLITICS · Report · 07 Oct 2026

What does the path to the presidency look like for Brazil's presidential candidates? Which way is the country leaning? Watch our webinar replay featuring GlobalSource Partners' Brazil Analyst Lucas de Aragao discussing the results of the first round and the outlook for the runoff elections.

The União Progressista party federation announced support for Flávio, the Senate will hold the second session on the 6x1 proposal, and Flávio’s campaign coordinator said the Senate should act to impeach STF justices

BRAZIL POLITICS · Report · 07 Oct 2026

The PP and União Brasil, which make up the União Progressista federation and remained neutral in the first round, announced yesterday (Oct. 6) their support for Senator Flávio Bolsonaro (PL) in the runoff of the presidential election, as we had anticipated. The endorsements Flávio Bolsonaro has r...

September CPI moderately below expectation

HUNGARY · In Brief · 07 Oct 2026 · 1 response

As reported yesterday, the median analyst expectation for September headline CPI-inflation was 1.8% yoy, up from 1.3% in the previous month. But the actual figure was 0.2% mom, 1.6% yoy only. Fuel prices indeed rose 5.9% mom, maybe a bit less than expected, but non-fuel inflation was actually -0....

The PP will meet to decide the party’s position in the runoff, the PSD announced that it would remain neutral, and the Senate is expected to hold the first debate on the 6x1 constitutional amendment proposal

BRAZIL POLITICS · Report · 06 Oct 2026

Today, the Progressistas (PP) will meet to decide the party’s position in the presidential runoff. The party remained neutral in the first round. The PP elected 41 members of the Lower House and will hold six seats in the Senate in the next Congress. The expectation is that the party will endorse...

Three new data reports (industry, retail sales, budget) and one data preview (CPI)

HUNGARY · In Brief · 06 Oct 2026

Well, this is more good than bad, but not entirely good, we would say. 1. Industrial output grew 1% mom, 8.7% yoy in August. This looks quite impressive on the fixed-base chart (Dec 2010 = 100) below, though it still does not reflect a broad-based upswing of industrial activity. The upturn was co...

Weekly Report - October 5, 2026: Fuel-tax cut lowers near-term inflation; BoI set to pause; Israeli bonds outperform; election race remains tight

ISRAEL · Report · 05 Oct 2026

Israel returned from the holiday period with financial markets and the economic data calendar moving back toward normal activity. The main macro development during the holiday period was the Finance Minister's decision to largely offset the latest increase in gasoline prices through an additional...