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Events
Databanks
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Argentina databank May 13 -
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 16
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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 May 13
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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
WEBINAR - LATIN AMERICA: FISCAL PRESSURES AND POLITICAL SHIFTS...
COUNTRY INSIGHTS
Dangerous liaisons
TURKEY · Report · 26 Aug 2022
As we approach the end of the summer, the Nation Alliance under the de facto leadership of CHP leader Kilicdaroglu has been leading in the polls, as well as in terms of controlling the narrative. The opposition strategy to win elections is firmly focused on forcing President Erdogan to commit ...
GULF WEEKLY: Saudi hints at oil cuts, UAE ambassador returns to Iran, tourism recovers in Bahrain
GULF COUNTRIES · Report · 26 Aug 2022 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * The Saudi oil minister roiled markets by hinting at possible production cuts. * This came as Iran submitted a “reasonable” response to the EU on the nuclear deal text. * The UAE is sending its ambassador back to Iran afte...
Lula interviewed by Globo’s Jornal Nacional last night, Simone Tebet to be interviewed tonight, and Bolsonaro said he expects Minister de Moraes to publish the reasoning behind his decision to authorize the Federal Police operation
BRAZIL POLITICS · Report · 26 Aug 2022
Former President Lula was interviewed by Jornal Nacional in a friendly environment, without embarrassing questions and without being interrupted as he spoke. Overall, he did well. Today, the MDB's presidential candidate, Simone Tebet, will be the final interviewee of the series. Also today, free ...
Putin orders Russian Military to recruit 137,000 people
RUSSIA / FSU POLITICS · In Brief · 26 Aug 2022 · 1 response
On August 25 the president said the million-strong Armed Forces need to expand to over 1.15 million. The figures exclude civilians working for the military. The expansion is to be completed by January 2023. Russia will find it very difficult to achieve this. People in their early 20s were born in...
Russia reintroduces Soviet heroine mother award
RUSSIA / FSU POLITICS · In Brief · 26 Aug 2022
On August 16 Russia brought back the title of "Heroine Mother" for those who give birth to ten children or more. Putin has long lamented Russia's fertility rate of 1.6. He wanted to boost it to 1.9, which would still be below the replacement level of 2.1. A mother of 10 children shall receive USD...
So far, so good
PHILIPPINES · Forecast · 25 Aug 2022
It has been a slow crawl out of the pandemic for the economy. 1H2022 output has surpassed the pre-pandemic level but the economy has emerged only to face a gloomy world economic outlook, with elevated commodity prices, tighter financial conditions and slowing global growth. The government lacks t...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 25 Aug 2022
The situation in the Russian FX market remains calm. The exchange rate fluctuated in a relatively narrow range of R/$ 59-61. Trading activity was rather moderate amid the summer holidays and more or less neutral news flow. One of the most intriguing events happened on Aug 18 as a daily turnover i...
2022 Budget amendment Bill with higher deficit but no change in financing needs
DOMINICAN REPUBLIC · In Brief · 25 Aug 2022
The government delivered to the National Congress the Budget Amendment Bill for 2022, which increases the deficit to 3.6% of GDP, 0.6 pp higher than initially formulated. The novelty is that, thanks to the increase in tax revenues and savings in interest payments due to liability management opera...
Armenia and Azerbaijan negotiate in Brussels
RUSSIA / FSU POLITICS · In Brief · 25 Aug 2022
On August 24 representatives of the two hostile countries met under the auspices of the EU. In August 2022 there was sniping across the ceasefire line between Armenia and Azerbaijan. Armenia accused the other side of being the aggressor. The EU's statement about the talks was notable for its non-...
Ukraine celebrates independence day as Johnson visits
RUSSIA / FSU POLITICS · In Brief · 25 Aug 2022
On August 24 Ukraine marked 31 years of independence. It also happened to be 6 months since the war began. Zelensky vowed to recover all national territory without making concessions. He referred to the Russian Army as ''terrorists''. Charred Russian tanks were displayed in Kyiv. UK Prime Minist...
Lula will be interviewed by Globo’s Jornal Nacional tonight, the Brasmarket poll shows that Bolsonaro is in the lead, and the government reinstated the IPI on 109 products
BRAZIL POLITICS · Report · 25 Aug 2022
Former President Lula's performance in this interview is expected to be a deciding factor regarding whether he will participate in the first electoral debate of the campaign, scheduled for Sunday, August 28, on TV Bandeirantes, and, consequently, Jair Bolsonaro's participation in the debate. The ...
Consolidated budget surplus narrows in July as republican budget deficit widens – as planned
KAZAKHSTAN · In Brief · 25 Aug 2022
The Ministry of Finance of Kazakhstan reported that in 7M22, the authorities were able to accumulate KZT11.853 trln of revenues in the consolidated budget out of KZT18.612 trln targeted for the full year. This budget accounts for budgets of all levels, the National Fund, and state social funds, a...
The winding road to recognition
VENEZUELA · Report · 25 Aug 2022
With his sights set on 2024, when he hopes to secure his third term, Maduro needs to keep his fiscal austerity program on track while facing growing demands for better salaries and services. He needs to revive his electoral machinery, diminished by the civil service's weakening and the disillusio...
Deflation continues while economic activity seemingly stabilizes
RUSSIA ECONOMICS · In Brief · 24 Aug 2022
Rosstat reported another week of deflation as in seven days ending on August 22 the consumer price index fell by 0.15% w-o-w. It brought the MTD deflation to 0.38%. Inflation YTD decelerated to 10.56%. It is likely that in August, deflation could exceed 0.5% m-o-m and bring down the y-o-y inflati...
Lower-than-budgeted revenue for the first two quarters, the search for independent presidential hopefuls begins, and the populist approach to the social crisis continues at a slower pace
PANAMA · Report · 24 Aug 2022 · 1 response
The fiscal balance for the NFPS during the first six months of the year showed an increase in revenue in real terms and reductions in current and investment expenditure, also in real terms, compared with 2021. Current savings were negative (0.35% of GDP) but better than the -0.8% of last year. Th...