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Events
Databanks
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Argentina databank Jul 25 -
Brazil Economics databank Jul 15
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Central America databank Jul 31
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Chile databank Jul 17
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China databank Mar 21
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Colombia databank Aug 1
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Ecuador databank Jul 22
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Gulf Countries databank Aug 15
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Hungary databank Jul 21
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India databank Jun 26
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Mexico databank Jul 1
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Panama databank Jul 17
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Peru databank Aug 14
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Philippines databank Aug 6
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Poland databank Jul 16
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Russia Economics databank Aug 14
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South Africa databank Jul 11
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Turkey databank Aug 11
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Ukraine databank Aug 15
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Venezuela databank Jul 7
COUNTRY INSIGHTS
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 25 Feb 2022 · 1 response
Russia’s war in Ukraine hit the markets badly all across the board. The impact on the economy is yet to be seen as consumer behavior may change again amid a shock the nation (at least part of it) felt on February 24. The already imposed sanctions on Russia will obviously squeeze the country’s fin...
GULF WEEKLY: GCC urged to act on Ukraine, Iran deal looked close, Saudi bank moots major acquisition
GULF COUNTRIES · Report · 25 Feb 2022 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * Oil and gas prices surge and then fall back to near pre-invasion levels. * Ukraine lobbies Qatar, and the US lobbies Saudi and UAE (the latter on a pending UNSC vote). * There was more optimistic talk about the Iran deal...
Russia’s invasion of Ukraine may impact agribusiness in Brazil, the STF judges whether retirees can use all their social contributions, and there will be no legislative activity next week due to Carnival
BRAZIL POLITICS · Report · 25 Feb 2022
The increase in the price of commodities, such as wheat and soybeans, in addition to oil, can put pressure on inflation in Brazil. There are supply concerns about important production chains in industries such as semiconductors, vehicles and medicines. The problem has been used by senators to def...
Webinar Replay: China Outlook for 2022 featuring Michael Pettis
CHINA FINANCIAL · Report · 25 Feb 2022
Click on our Calendar Events page to watch the replay of our February 23, 2022 webinar with GlobalSource Partners' China Financial Analyst Michael Pettis as he interprets the recent GDP data and its implications for China's monetary policy and its economic rebalancing over the medium term.
China’s proxy stimulus
CHINA ADVISORY · Report · 25 Feb 2022 · 1 response
China is avoiding a direct fiscal or monetary stimulus in favor of small-scale stimulus through proxies. In fact, Beijing is purposely withdrawing support for the property sector to avoid inflating the bubble. This may be inadequate to stimulate the economy to the degree that many investors are e...
Russian troops on the edge of Kyiv
RUSSIA / FSU POLITICS · In Brief · 25 Feb 2022
On February 25 President Zelensky said the Russian Army is deliberately targeting civilians in the Ukrainian capital. There are constant explosions. Russian paratroopers now control Gomostel Airfield near Kyiv: Russia claims to have destroyed 11 airfields. Ukraine stated 137 of its military were ...
Fighting at air base outside Kyiv
RUSSIA / FSU POLITICS · In Brief · 24 Feb 2022
On February 24 Russian troops arrived at the Antonov Air Base by helicopter, the Ukrainian Army said. Kyiv is 110km from the Belarusian Border. It is worrying for Ukraine that Russian troops have penetrated so deeply so fast. Some pundits predict that Kyiv will fall in 48 hours. There are others ...
Sober government communication on Ukraine, orderly MNB rate hike today
HUNGARY · In Brief · 24 Feb 2022
The MNB carried out the expected 30 bps sterilisation rate hike today, raising the 1-week deposit rate to 4.6% at this week's deposit tender. The MNB did not react to the forint's significant weakening, caused by the outbreak of the war in Ukraine and the fall of EURUSD, during the day.The govern...
Belarus not fighting in Ukraine
RUSSIA / FSU POLITICS · In Brief · 24 Feb 2022
On February 24 Lukashenka stated that his armed forces are not participating in the fighting in Ukraine. Thousands of Russian troops are in Belarus for a military exercise earlier this month. Some Russian soldiers crossed the border into Ukraine on February 24.Belarus conformed that it was inform...
Senate postpones vote on fuel bills, the STF resumes judgment of the increase in the party fund and Bolsonaro’s participation in the CEO Conference yesterday had repercussions
BRAZIL POLITICS · Report · 24 Feb 2022
The Senate postponed the vote on the bills dealing with fuel until March 8. The governors do not want the bill on the ICMS, and the government is resisting the bill that deals with the price stabilization fund. Further changes to the text may be made. In a very long vote, the rapporteur of the pa...
Budget 2022 showcases a commodity tax bonanza, presents considerable social spend, and an improved debt trajectory for South Africa
SOUTH AFRICA · Report · 24 Feb 2022
As he delivered his 2022 State of the Nation Address (SONA), President Ramaphosa made it clear that South Africa is currently facing “extreme fiscal constraints”, and this is the backdrop against which Finance Minister Enoch Godongwana yesterday delivered Budget 2022. Throughout his speech, the M...
Russia invades Ukraine
RUSSIA / FSU POLITICS · In Brief · 24 Feb 2022 · 1 response
On February 24 Russian forces crossed the border into what even Russia recognizes as Ukrainian territory. There have been artillery bombardments, air strikes and missile strikes. The Ukrainians claimed to have shot down Russian fighter jets. Russian troops advanced from Russia and Belarus. This w...
A new political cycle has opened up
VENEZUELA · Report · 24 Feb 2022
Once again, the Venezuelan political conflict is being reconfigured. The view now is widespread that a new political cycle has opened up and the 2024 presidential elections are the key milestone. The opposition is undergoing reconfiguration, in a process that’s chaotic but will lead to the fo...
Bond issuance reduced in March due to robust fiscal data
ISRAEL · In Brief · 24 Feb 2022
The MoF reduced the weekly bond issuance to 1.0bn ILS in March from 1.15bn in February on the back of very positive fiscal data in January and expectations that the deficit will undershoot target. Bond redemptions will reach 3.1bn in March, close to the level of issuance of 4.0bn. Following the s...
Ukraine calls up reserves as Russia urges its citizens to leave Ukraine
RUSSIA / FSU POLITICS · In Brief · 23 Feb 2022
On February 23 Ukraine announced the call-up of part-time military personnel. They can be activated for up to 1 year. The State Security Council has suggested a 30-day state of emergency but it is up to the Ukrainian Parliament to decide this.President Zelensky says he still wants a diplomatic so...