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Events
Databanks
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Argentina databank Dec 9
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Brazil Economics databank Nov 17
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Central America databank Nov 26
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Chile databank Nov 28
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China databank Mar 21
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Colombia databank Dec 3
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Dominican Republic databank Nov 21
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Ecuador databank Nov 20
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Gulf Countries databank Dec 5
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Hungary databank Nov 24
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India databank Jun 26
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Mexico databank Dec 10
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Panama databank Nov 12
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Peru databank Nov 4
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Philippines databank Nov 7
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Poland databank Nov 3
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Russia Economics databank Nov 14
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South Africa databank Dec 9
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Turkey databank Oct 27
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Ukraine databank Nov 10
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Venezuela databank Dec 2
NEWS FLASH
UPCOMING WEBINAR - CHILE ELECTION BRIEFING: THE NEXT ADMINISTRATION...
COUNTRY INSIGHTS
Is the emerging trading pattern stable?
CHINA FINANCIAL · Report · 19 Sep 2025
Special points to highlight in this report: The fight against involution seems to be working. Price declines moderated in August while most measures of production were below expectations. The question is whether Beijing can repress involution while still maintaining GDP growth targets, or will...
Topic of the week - 3Q2025 CCA Slide deck
CAUCASUS / CENTRAL ASIA · Report · 19 Sep 2025
The quarterly slide deck for the Caucasus and Central Asia is a 206-slide detailed description of the economic status quo in Armenia, Azerbaijan, Georgia, Uzbekistan, Tajikistan and Kyrgyzstan as of the third quarter of the year. It covers various topics, including growth, economic structure, inf...
Israel labor & demography: three prints, one message
ISRAEL · In Brief · 18 Sep 2025
We got three data points this week on the labor market and demography, and they all point the same way: the labor market remains tight. Demand for workers is increasing, while labor supply is constrained by reservist service and net emigration. That combination keeps wage and price pressures aliv...
The SA Reserve Bank halts monetary policy easing
SOUTH AFRICA · Report · 18 Sep 2025
The SA Reserve Bank’s Monetary Policy Committee (MPC) voted to keep the benchmark interest rate unchanged at the conclusion of this week’s meeting. This leaves the repo rate at 7% and the prime lending rate at 10.5%. The SARB noted that, since September last year, rates have been lowered by a cu...
The House approved urgent status for the Amnesty Bill, the House also approved the Privileges PEC, and the government pushed through the Social Electricity Tariff to provide subsidized power to low-income families
BRAZIL POLITICS · Report · 18 Sep 2025
The Lower House plenary approved urgent status for the Amnesty Bill for those imprisoned in connection with the January 8 attacks (PL 2162/23). The measure passed with 311 votes in favor and 163 against. Centrist parties only backed urgency for the amnesty after the PL overwhelmingly supported th...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 18 Sep 2025
Sep 4 Oil transportation: Russian Rosneft has reached an agreement with Chinese partners to supply an additional 2.5 million tons of oil via Kazakhstan. Parliament: Kazakhstan's parliament approved a law enabling authorities to monitor suspicious money transfers. National pipeline company: In Aug...
Bolsonaro’s health condition has worsened again, the House may vote on the urgent status of the amnesty bill, and the opposition appointed Congressman Eduardo Bolsonaro as minority leader
BRAZIL POLITICS · Report · 17 Sep 2025
Former President Jair Bolsonaro’s health condition has worsened again, and he was readmitted to the hospital yesterday. There is no expected date for him to be discharged. His health situation is worrying his allies. Today, the Lower House may vote on the urgent status of the amnesty bill. The la...
Slide presentation: And now for something completely different: Brazil
BRAZIL ECONOMICS · Presentation · 17 Sep 2025
Is Brazil’s economy overheating? Wages are increasing well above productivity growth and tariffs imposed by the U.S. create new challenges for exports. Will changes to fiscal and monetary policy be able to address the country's challenges? View the slide presentation from our webinar, "And now f...
Ukraine’s 2026 budget: social spending up, election calculations in play
UKRAINE · In Brief · 17 Sep 2025
The Cabinet submitted the draft 2026 spending plan to parliament on September 15th, in accordance with the Budget Code. Central budget revenues are projected at UAH 2.9 trillion (29.1% of GDP), up by UAH 407.5 billion ($9.8 billion) from the current target. State expenditures are set at UAH 4.8 t...
Inflation resurges
VENEZUELA · Report · 16 Sep 2025
Venezuela has entered a new cycle of accelerating inflation. We revise up our exchange rate and inflation forecasts for the period from September 2025 through December 2026. The bolivar’s defense capacity is weakening on low international oil prices, limitations imposed by oil licenses, and a ...
August print analysis: Housing and seasonality pushed inflation up;
ISRAEL · In Brief · 16 Sep 2025
August’s CPI rose 0.7% m/m slightly above our expectations for 0.6% rise, bringing headline inflation to 2.9% y/y, slightly below the upper bond of the target range of the central bank (1%-3%). The print was a classic summer seasonal reading: Airfares increased 17% and domestic holidays 12%, both...
Governor Tarcísio requested to visit former President Bolsonaro, the opposition is calling for an inquiry into potential irregularities in Bolsonaro’s sentencing, and Motta will meet with party leaders to set the voting agenda
BRAZIL POLITICS · Report · 16 Sep 2025
Governor Tarcísio de Freitas canceled his trip to Brasília yesterday. Instead, he requested authorization from the Supreme Federal Court (STF) to visit the former president. That meeting is scheduled for September 29. The opposition is now calling for a Joint Parliamentary Committee of Inquiry (C...
Legal steps after Bolsonaro's conviction and other weekly topics
BRAZIL POLITICS · Report · 15 Sep 2025
This week will continue to reflect the trial of former President Jair Bolsonaro, with his allies pushing for a vote on the amnesty bill. The government, meanwhile, is trying to include in Congress’s agenda an income tax exemption for individuals earning up to R$5,000 per month. In the Senate, the...
The other deficit
BRAZIL ECONOMICS · Report · 15 Sep 2025
The balance of payments has been marked by a rapid increase in the current account deficit, while the financial account remains relatively stable. Most of the deterioration in the current account stems from rising imports in a context of demand pressures, but there is also a worsening in some ser...
Politics: Scandal puts massive and new forms of fuel theft back in focus
MEXICO · Report · 15 Sep 2025
A new chapter has opened in the saga of Mexico’s history with massive fuel theft. The issue had been before the public for quite some time, when fuel theft, known as huachicol, was considered to be limited to siphoning off massive quantities of gasoline at Pemex pipelines around the country. But ...