Services
GLOBAL COVERAGE
- ARGENTINA
- BRAZIL ECONOMICS
- BRAZIL POLITICS
- CAUCASUS / CENTRAL ASIA
- CENTRAL AMERICA
- CHILE
- CHINA
- CHINA ADVISORY
- CHINA FINANCIAL
- COLOMBIA
- DOMINICAN REPUBLIC
- ECUADOR
- GULF COUNTRIES
- HUNGARY
- INDIA
- INDONESIA
- ISRAEL
- JAMAICA / BAHAMAS
- KAZAKHSTAN
- MEXICO
- NIGERIA
- PANAMA
- PERU
- PHILIPPINES
- POLAND
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- TURKEY
- UKRAINE
- VENEZUELA
Events
Databanks
-
Argentina databank May 13 -
Brazil Economics databank Apr 14
-
Central America databank May 1
-
Chile databank Apr 7
-
China databank Mar 21
-
Colombia databank May 12
-
Dominican Republic databank Apr 28
-
Ecuador databank Apr 22
-
Gulf Countries databank May 16
-
Hungary databank Apr 22
-
India databank Apr 28
-
Mexico databank May 12
-
Panama databank May 13
-
Peru databank Apr 28
-
Philippines databank May 8
-
Poland databank Apr 29
-
Russia Economics databank May 12
-
South Africa databank May 6
-
Turkey databank Apr 24
-
Ukraine databank May 12
-
Venezuela databank May 5
NEWS FLASH
WEBINAR - LATIN AMERICA: FISCAL PRESSURES AND POLITICAL SHIFTS...
COUNTRY INSIGHTS
Politics: AMLO makes considerable progress in his political-military project and his drive to split the opposition
MEXICO · Report · 12 Sep 2022
In the past week and a half President López Obrador succeeded in his controversial proposal for putting the ostensibly civil National Guard under the direct control of the Ministry of Defense until 2024. The initiative fast tracked through both chambers of Congress and deepened divisions within o...
The federal budget still in surplus in 8M22 but is likely to turn into deficit already in 9M22 as expenditures to catch up with amended plan
RUSSIA ECONOMICS · In Brief · 12 Sep 2022
The Ministry of Finance reported that the federal budget revenues and expenditures reached R17.60 trln and R17.46 trln accordingly implying as surplus of R0.14 trln. In August alone revenues reached R1.83 trln while expenditures were at R.2.17 trln. Hence, the federal budget deficit in August was...
Minister Rosa Weber assumes the presidency of the STF today, the Court adjudicates the case suspending the law that institutes the national nursing salary floor, and the latest poll shows the distance between Lula and Bolsonaro at 6 percentage points
BRAZIL POLITICS · Report · 12 Sep 2022
Minister Rosa Weber will remain in the position only until October 2023, as she will turn 75 years old and will have to retire, as per the Constitution. Even with the change of command in the Court, the relationship between the Executive and the Judicial branches is likely to remain unstable. For...
Economics: The current administration’s record of excess optimism points to what we can expect from the 2023 budget
MEXICO · Report · 12 Sep 2022
The main macroeconomic assumptions contained in the government’s General Economic Policy Criteria (CGPE) projections for 2022 proved to be excessively optimistic, just as we predicted when they were handed to Congress last September. Today, the country faces a context marked by steep inflation a...
Economic growth remains robust into Q3
ISRAEL · Report · 12 Sep 2022
1. The latest CBS business survey points to steady growth and improved expectations going forward. 2. The fiscal accounts reflect a surplus of 0.6% in the last 12 months, similar to last month's reading. 3. We expect a CPI of -0.2% in August due to the sharp decline in petrol prices.
Ukraine suffers blackouts as Russia attacks facilities
RUSSIA / FSU POLITICS · In Brief · 12 Sep 2022
On September 11 Kyiv reported that there were power cuts and water outages in much of the country. Kharkiv was severely impacted. Ukraine has made major gains in the east. Russia claims that it was withdrawing to regroup but they have had to leave behind dozens of tanks. Some Ukrainians claimed t...
Ukrainians advance into Donbas
RUSSIA / FSU POLITICS · In Brief · 11 Sep 2022
On September 11 the Ukrainians continued to move south and east from Kharkiv. There were unconfirmed reports of fighting near Donetsk Airport. Ukraine claims to have liberated Izyum, taken hundreds of prisoners and advanced 70km. The Russians reinforced Kherson in August 2022. This required them...
Economic growth remains robust into Q3
ISRAEL · In Brief · 11 Sep 2022
The Business Sentiment Survey points to steady and strong growth. The current conditions index increased by 1.2 points to a level above that of 2019. The expectations for activity in the next three months pushed higher to a net balance of +8.3 points. The hi-tech sector remains optimistic regar...
Taşıma suyla değirmen dönmez*
TURKEY · Forecast · 11 Sep 2022 · 4 responses
The key questions of near-term Turkish macroeconomics, which we’ve all been grappling with for some time, are unchanged. Can Ankara avoid another major “currency event” until May 2023 -- the date we now think the elections will be held -- and if it can, could it also tangibly turn the economy aro...
Russians totally withdrew from the North of Kharkiv region
UKRAINE · In Brief · 11 Sep 2022
We have astonishing flow of news from the frontline. Ukrainian forces are retaking villages and towns one by one. There is a huge amount of captured Russian weaponry and ammunition. The updated reports tell that Russian forces totally withdrew from the North of Kharkiv region. This means that the...
First indication on the possible loss of EU funds
HUNGARY · In Brief · 11 Sep 2022
It is the EU's ongoing rule-of-law procedure against Hungary again. Brief recap: On July 22, the EU Commission (the commissioner for budget affairs) wrote a letter to the government, summarising its standing problems with Hungary's way to use EU funds, and opening up the last round of the procedu...
Canary in the coal mine
PHILIPPINES · In Brief · 11 Sep 2022
Last week, the Senate Blue Ribbon Committee investigating the controversy surrounding the August 9 order of the Sugar Regulatory Administration (SRA) to import 300,000 metric tons of sugar concluded its public hearings. It recommended the filing of administrative and criminal charges against the ...
Ukraine claims it has made major advances around Kharkiv
RUSSIA / FSU POLITICS · In Brief · 10 Sep 2022
On September 10 the Ukrainian offensives to the east of Kharkiv continued. Kharkiv is Ukraine's second biggest city and has been in Ukrainian hands throughout the war. The Ukrainians claim to have driven the Russians back almost to the border. Russia is shelling Kharkiv still and doing significan...
Izyum cauldron: Russian frontline broken near Kharkiv
UKRAINE · In Brief · 09 Sep 2022
Over the last three days we have observed a breathtaking development at the front. While all eyes were on the South, the Ukrainian army unleashed a swift offensive near Izyum (close to Kharkiv). Recall, back in May, the Izyum direction was one of the key priorities for Kremlin to capture Luhansk ...
Current account and trade balance widen in August, albeit more slowly
RUSSIA ECONOMICS · In Brief · 09 Sep 2022
The CBR reported that the current account and the trade balance (including goods and services) widened to $183.1 bn and $213.6 bn in 8M22. In1H22 these figures were at $144.9 bn and 167.1 bn accordingly implying that in July and August combined the current account reached $38.2 bn and the goods a...