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Databanks
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Argentina databank Apr 30 -
Brazil Economics databank Apr 14
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Central America databank May 1
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank May 12
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Dominican Republic databank Apr 28
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Ecuador databank Apr 22
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Gulf Countries databank May 9
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank May 12
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Panama databank Jan 28
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Peru databank Apr 28
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Philippines databank May 8
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Poland databank Apr 29
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Russia Economics databank May 12
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank May 5
NEWS FLASH
LIVE WEBINAR TODAY - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND ...
COUNTRY INSIGHTS
Expect a pickup in economic activity over the rest of 2023
CHINA FINANCIAL · Report · 28 Sep 2023
Special points to highlight in this issue: * Data releases in August suggest that we will see an increase in economic activity over the rest of the year, and perhaps even a partial reversal of the relative weakening this year of consumption as a share of GDP. There is a sense that the PBoC an...
Azerbaijan arrests leader of Nagorno Karabakh
RUSSIA / FSU POLITICS · In Brief · 27 Sep 2023
On September 27 Reuben Vardanyan was arrested as he tried to go to Armenia. Vardanyan was a Russian citizen of Armenian ethnicity. He renounced his Russian citizenship when he became Minister of State for Artsakh (i.e., the Armenian backed entity in Nagorno Karabakh) in 2022. He is a big prize, a...
Belarus tried to force dissidents abroad to come home
RUSSIA / FSU POLITICS · In Brief · 27 Sep 2023
On September 14 Minsk announced that its passport can only be renewed in Belarus. Belarusians abroad were previously able to renew their passports at the embassy. Exiled opposition leader Svetlana Tsikhanouskaya said this is an attempt to make dissidents return to the country, where they will be ...
The first EV battery cell plant
INDONESIA · Report · 27 Sep 2023
In mid-September, Indonesian President Joko Widodo visited the construction of the new battery plant in Karawang, West Java, Indonesia. This plant is expected to be the largest in Southeast Asia. It is being is built by a joint venture between LG Energy Solution and Hyundai and KIA Motor. The pla...
Unlocking the grain corridor
UKRAINE · Report · 27 Sep 2023
Provisional reports suggest that the main Russian defense line has been breached to the north of Tokmak. Fighting continues, but the redeployment of competent Russian paratrooper divisions from other front sectors to the Tokmak area clearly signifies a crisis there. Meanwhile, in sectors stripped...
Lula will meet with Campos Neto and Haddad today, Haddad will have additional important meetings, and the rapporteur of the Tax Reform proposal postponed the submission of his report once again
BRAZIL POLITICS · Report · 27 Sep 2023
Today, President Lula will meet with the president of the Central Bank (BC), Roberto Campos Neto, and with the Minister of Finance, Fernando Haddad. The meeting was requested by the president of the BC. It will be an institutional meeting for rapprochement. Before he meets with Lula, Haddad will ...
Signs of growth deceleration
ISRAEL · In Brief · 27 Sep 2023
High-tech service export growth appears to have stalled. In July, high tech service exports (Israel’s main economic driver making up 8% of GDP including all computer services) declined by 0.9% m/m following growth of 1.8% in June. Annual growth in May-July was only 0.5% saar following growth of 2...
Rising energy prices are affecting the BOP, inflation, central bank policy and growth
HUNGARY · Report · 26 Sep 2023
The renewed rise of oil and gas prices is set to have a moderately negative effect on the BOP, inflation and growth prospects, as well as on central bank policies. No major revision of plans seems to be needed, but the MNB will likely become keener to keep the forint stable in the short term, pos...
Russian macro: Budget deficit to shrink in 2024 and beyond amid higher revenues, moderate spending
RUSSIA ECONOMICS · Report · 26 Sep 2023
In recent weeks, Russian government officials have made several statements that sounded quite optimistic. Strangely enough, the authorities expressed some concerns about the weakened ruble and started talking about some potential administrative measures to “stabilize” the currency. However, such ...
The AGU filed a case in the STF to overturn the limit on civil liens, the leaders of the House will meet today to discuss this week’s voting agenda, and Augusto Aras’s term as the PGR ends today
BRAZIL POLITICS · Report · 26 Sep 2023
Yesterday, the Attorney General's Office (AGU) asked the Supreme Federal Court (STF), in a direct act of unconstitutionality (ADI), to overturn the limit for civil liens established under the Jair Bolsonaro (PL) government and proposed the payment of part of the court sentences as a financial exp...
The shekel will react to progress surrounding a possible Saudi deal
ISRAEL · Report · 26 Sep 2023 · 1 response
1. The shekel appreciated last week, in part due to optimism regarding a possible normalization of relations with Saudi Arabia. 2. If this trend continues it will increase the chances of a rate-hold decision on October 23. 3. The labor market remains tight, with unemployment down and job va...
Politics: Marcelo Ebrard and the MC party are left charting out increasingly complicated decision trees
MEXICO · Report · 26 Sep 2023
After he lost the final opinion polls that formed the basis of the Morena presidential nomination process, Marcelo Ebrard stated there was no longer any place for him in the governing party and that he, nevertheless, would be on the ballot in 2024. But within a matter of days, it became clear tha...
Armenians fleeing Nagorno Karabakh
RUSSIA / FSU POLITICS · In Brief · 26 Sep 2023
On September 26 thousands of Armenian civilians left Nagorno Karabakh. The region is legally Azerbaijani but has a huge Armenian majority. Its population is 120,000. It is estimated that 13,000 have fled since September 22. The Prime Minister of Armenia said ethnic cleansing is being committed in...
The shekel will react to progress surrounding a possible Saudi deal
ISRAEL · In Brief · 26 Sep 2023
Geopolitics: Last week, the shekel appreciated by 0.7% against the basket of currencies, despite declining global equities (usually correlated with shekel weakness as institutions must purchase FX in order to maintain their FX exposure target). This appreciation is due in part to increasing optim...
Economics: Growth in aggregate demand in the 2nd quarter concentrated in total investment and private consumption
MEXICO · Report · 25 Sep 2023
The aggregate supply and demand figures for the second quarter, released on September 18, showed very significant gross fixed capital formation growth in construction and in the imported machinery and equipment component, as well as in private consumption. Within private consumption, very high gr...