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Events
Databanks
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Argentina databank Jan 23 -
Brazil Economics databank Jan 20
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Central America databank Dec 19
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Chile databank Jan 23
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China databank Mar 21
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Colombia databank Dec 19
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Dominican Republic databank Jan 27
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Ecuador databank Jan 21
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Gulf Countries databank Jan 23
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Hungary databank Jan 23
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India databank Jun 26
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Mexico databank Jan 15
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Panama databank Nov 12
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Peru databank Dec 12
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Philippines databank Jan 8
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Poland databank Nov 3
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Russia Economics databank Jan 16
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South Africa databank Jan 6
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Turkey databank Dec 24
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Ukraine databank Nov 10
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Venezuela databank Jan 7
NEWS FLASH
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COUNTRY INSIGHTS
Macroeconomic and geopolitical developments – Weekly report, January 26, 2026
ISRAEL · Report · 26 Jan 2026
This week’s update is dominated by geopolitical uncertainty, with rising tensions surrounding Iran. At this stage, a U.S. military strike is not a certain outcome, and developments could still evolve toward increased diplomatic pressure or a negotiated arrangement. Nevertheless, the risk of escal...
Macroeconomic and geopolitical developments – Weekly report, January 20, 2026
ISRAEL · Report · 20 Jan 2026
The past week was dominated by the December CPI and full-year inflation data for 2025. Annual inflation stood at 2.6%, returning to the target range for the first time in three years. The Bank of Israel has begun easing, but in our view further rate cuts are more likely toward the end of Q2 2026....
December CPI flat; annual inflation drops to 2.6%, within target after three years above it; The rate-cutting cycle is expected to continue into 2026
ISRAEL · In Brief · 16 Jan 2026
We attach a brief update following last night’s CPI release. A fuller analysis, including our inflation forecasts for 2026–2027, will follow early next week. December CPI flat, in line with expectations; annual inflation eases to 2.6%, within target after three years above it Israel’s consumer pr...
Recent data point to a sustained recovery in economic activity in Q4, alongside cooling consumer confidence
ISRAEL · In Brief · 15 Jan 2026
The Monthly Index of Economic Activity, published by the Bank of Israel, rose 0.3% in December, in line with its long-term growth trend. The index, which reflects the average monthly growth estimate for the period from October to December, suggests that growth in the fourth quarter resumed its ri...
Fiscal deficit in 2025 falls to 4.7%, well below forecast
ISRAEL · In Brief · 14 Jan 2026
Israel’s fiscal deficit narrowed more than expected in 2025, falling to 4.7% of GDP from 6.8% in 2024 and below the original 5.2% target. Nominal government spending rose by 4.8%, while revenues surged by 13.8%. Tax collections surprised on the upside even after accounting for the tax hikes imple...
Macroeconomic and geopolitical developments – Weekly report, January 12, 2026
ISRAEL · Report · 12 Jan 2026
The past week was marked by the Bank of Israel’s rate cut and the market’s reaction to this somewhat unexpected move. This came alongside heightened geopolitical developments, most notably the expanding protests in Iran. While the latter do not yet have a direct impact on Israel’s macro outlook, ...
Business-sector survey signals acceleration in activity toward year-end
ISRAEL · In Brief · 07 Jan 2026
The latest Business Survey for December 2025, which provides the closest local proxy to a PMI and covers both the industrial and services sectors, points to a further acceleration in activity toward year-end. The net balance for current activity rose to 20.88 points from 19.68 in November, althou...
Macroeconomic and geopolitical developments – Weekly report, January 6, 2026
ISRAEL · Report · 06 Jan 2026
The year ends on a calmer note, with Israel’s macro-economic environment improving. Still, it is constrained by tight labor markets, and fiscal uncertainty exists. Domestic demand indicators point to solid fourth-quarter momentum, the shekel remains firm, and risk premia have continued to decline...
Bank of Israel cuts rates for a second time, signals a dovish stance; 2026 growth forecast revised higher
ISRAEL · In Brief · 05 Jan 2026
Contrary to market expectations, the Bank of Israel surprised with a second consecutive rate cut. As we noted yesterday, the prevailing macroeconomic conditions supported further easing, leaving little justification for keeping rates at their current level. The policy statement conveyed a more do...
Interest rate review: Bank of Israel seen holding rates tomorrow, despite our view that there is room for further easing
ISRAEL · In Brief · 04 Jan 2026
The Bank of Israel is scheduled to announce its monetary-policy decision for February tomorrow. The near-market consensus is that the policy rate will remain unchanged, reflecting the Bank of Israel’s concerns over a still-tight labor market (with unemployment at around 3%), the risk of pent-up d...
Gasoline price to drop 3.3% on January 1st, supporting continued monetary easing
ISRAEL · In Brief · 30 Dec 2025
Starting January 1st, the price of gasoline in Israel will be reduced to NIS 6.85 per liter. The decline reflects a 10.76% drop in global oil prices and a 2.26% appreciation in the shekel-dollar exchange rate. The 3.66% decline in fuel prices points to a particularly low CPI reading in January, i...
Government advances political inquiry into October 7 as families demand state commission
ISRAEL · In Brief · 22 Dec 2025
Israel’s Ministerial Committee for Legislation approved on Monday a proposed law by MK Ariel Kallner (Likud), backed by Prime Minister Benjamin Netanyahu, to establish a political, non-state commission of inquiry into the failures surrounding the October 7 attack and the ensuing war. Under the pr...
Macroeconomic and geopolitical developments – Weekly report, December 22, 2025
ISRAEL · Report · 22 Dec 2025
Data released over the past week support the view that Israel’s economy is transitioning to a more stable growth phase, with activity expanding at an above-trend pace. Inflation surprised to the downside, easing to 2.4% in November, with underlying measures such as services inflation pointing to ...
Labor market remains tight despite post-war normalization
ISRAEL · In Brief · 17 Dec 2025
Labor market remains tight despite post-war normalization Labor-market indicators continue to point to a tight labor market that may sustain wage pressures and slow the pace of interest-rate cuts, even after the ceasefire. Two new releases this week suggest that labor demand remains strong, while...
November CPI surprises slightly to the downside, inflation eases to 2.4%
ISRAEL · In Brief · 16 Dec 2025
Israel’s consumer price index, published yesterday, surprised slightly to the downside, falling by 0.5% in November, compared with our forecast of a 0.4% decline and a 0.3% decline in the consensus forecast. As a result, annual inflation eased to 2.4%, its lowest level since November 2021. The de...