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On original and mortal sins
ARGENTINA · Report · 17 Mar 2025

Critics of the Caputo Plan of December 2023 would have preferred that the myriad exchange controls that constitute the so-called "cepo cambiario" (hereinafter, "cepo") had been eliminated at the start of the plan or shortly thereafter. According to them, the failure to do so by the government is ...

Inflation in Israel slows in February below expectations; No imminent rate change expected
ISRAEL · In Brief · 16 Mar 2025

Inflation continues to ease: February CPI reading remains flat and below forecasts The Consumer Price Index (CPI) for February remained unchanged, below our expectations for a 0.2% increase, bringing the annual inflation rate down to 3.4%, from 3.8% in January. Core inflation indicators have also...

The mood music and stark realities
TURKEY · Report · 16 Mar 2025

In wone of his most rambling contributions to our Sunday Weekly, the politics author hereby suspends his baseline political scenario of early elections latest by end-March 2026. Alas, he has nothing to replace it with. The first essay explains why numerous connivences to ban Imamoglu will neither...

A postmortem for Ukraine’s Kursk offensive as Russia rejects ceasefire terms
RUSSIA / FSU POLITICS · Report · 14 Mar 2025

- Russia launches successful offensive in Kursk sector, ejecting Ukrainian troops from most of the territory. - Russia could continue advancing into Ukraine’s territory across the Kursk border if no ceasefire is agreed, as Ukraine evacuates villages in the Sumy Region. - Ukraine ...

GULF WEEKLY: Saudi non-oil GDP rises, Kuwait’s cabinet approved the debt law, SWFs make large acquisitions
GULF COUNTRIES · Report · 14 Mar 2025 · 1 response

A skimmable summary overlaid with our analysis and links. Headlines: * Saudi non-oil GDP growth accelerated to 3.9% in 2024, led by trade & hospitality and finance. * A Neom audit report raised concerns about rising costs and unrealistic revenue projections. * PIF’s video game subsidiary bou...

Webinar Replay - Debt and deficits in emerging markets: South Africa, Indonesia and Brazil - The good, the bad and the ugly?
BRAZIL ECONOMICS · Report · 14 Mar 2025

Visit our calendar page to watch the replay of our webinar featuring Iraj Abedian (South Africa), Alexandre Schwartsman (Brazil), and Cyrillus Harinowo (Indonesia) discussing public debt in these key emerging economies and where the good, the bad and the ugly of emerging markets fiscal policymak...

41% of Brazilians rate Lula’s administration poorly, the STF should analyze the indictment against Bolsonaro for the alleged attempted coup on March 25, and Congress may approve the 2025 Federal Budget next week
BRAZIL POLITICS · Report · 14 Mar 2025

An Ipsos-Ipec poll released yesterday shows that President Lula’s (PT) administration is considered bad or very bad by 41% of Brazilians. According to the polling institute, the negative ratings (bad or very bad) has increased by seven percentage points compared to the December poll. The presiden...

Reflections on economic growth: dynamics and risks
PHILIPPINES · Report · 14 Mar 2025

At end-January 2024, the Philippines’ statistical authority announced that the country’s economy expanded by 5.6%, just a tad higher than the 5.5% growth in 2023. Growth was propelled by financial and insurance activities up 8.5 percent; construction up 7.8 percent; and wholesale and retail trade...

Growth reportedly soared in February – economic surprise or statistical puzzle?
KAZAKHSTAN · In Brief · 14 Mar 2025

The Bureau of National Statistics reported in February that the short-term indicator (that captures activity in industry, agriculture, construction, transportation/warehousing, communications, and trade) soared as in 2M25, it grew by 7.3% y-o-y. In January, it was up by 4.5 y-o-y, followed by a s...

Topic of the week - 1Q2025 CCA Slide deck
CAUCASUS / CENTRAL ASIA · Report · 14 Mar 2025

The quarterly slide deck for the Caucasus and Central Asia is a 216-slide detailed description of the economic status-quo in Armenia, Azerbaijan, Georgia, Uzbekistan, Tajikistan and Kyrgyzstan as of the first quarter of the year. It covers various topics, including growth, economic structure, inf...

A Provisional Measure was published addressing payroll-deductible credit for private sector workers, the government requested changes to the Annual Budget Law, and the Camex may meet to approve import tax changes on some foods
BRAZIL POLITICS · Report · 13 Mar 2025

Yesterday, a Provisional Measure was published addressing payroll-deductible credit for private sector workers. On March 21, workers will be able to access the Digital Work Card app and request credit proposals from government-approved financial institutions. Yesterday, the federal government req...

Revised balance of payments statistics shed some light on recent FX trends and budget revenues
RUSSIA ECONOMICS · In Brief · 13 Mar 2025

The Central Bank just published its flash estimate of the key constituencies of the balance of payments for 2M25 and revised data for 4Q24. The revisions appeared quite significant, and the CBR referred to some updated foreign trade statistics it recently collected. We recently mentioned on sever...

Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 13 Mar 2025

The Russian market remains positive, assuming the possibility of a peace settlement in Ukraine. The latter encouraged investors to bet on further strengthening of the ruble, and it went from R/$89 to R/$85 after the start of negotiations between the US and Ukraine in Saudi Arabia. However, other ...

South Africa’s Budget 2025 finally presented after a GNU stalemate—yet it remains contested
SOUTH AFRICA · Report · 13 Mar 2025

Finance Minister Enoch Godongwana delivered Budget 2025 yesterday, which was also the first budget under the relatively new Government of National Unity (GNU). The significant shift in South Africa’s political administration has been most evident in the events leading up to this year’s budget ann...

Construction declines slowed real GDP growth
DOMINICAN REPUBLIC · Report · 12 Mar 2025

Economic activity recorded a significant slowdown in January. The y/y real GDP monthly growth rate was only 2.2%, less than half of the 5% average observed in 2024. The main explanation was the -7.3% contraction of the construction sector. Monthly inflation in February stood at 0.32%, while th...

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