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Events
Databanks
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Argentina databank Dec 9 -
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
Topic of the week - 2Q25 CCA Slide deck
CAUCASUS / CENTRAL ASIA · Report · 27 Jun 2025
The quarterly slide deck for the Caucasus and Central Asia is a 208-slide detailed description of the economic status-quo in Armenia, Azerbaijan, Georgia, Uzbekistan, Tajikistan and Kyrgyzstan as of the second quarter of the year. It covers various topics, including growth, economic structure, in...
The House and Senate approved the overturning of the IOF decree, the House also passed a bill that increases the total number of deputies, and the STF discusses the liability of big tech companies
BRAZIL POLITICS · Report · 26 Jun 2025
Both the Lower House and the Senate have approved a legislative decree overturning President Lula’s executive order that raised the Financial Transactions Tax (IOF)—a symbolic defeat for the administration in Congress that underscores growing dissatisfaction even among allied parties. Yesterday, ...
Economic performance set to stabilize in 2H25
RUSSIA ECONOMICS · In Brief · 26 Jun 2025
Rosstat reported that in May and 5M25, Russian industrial output grew by 1.8% and 1.3% y-o-y. The mining segment contracted by 1.1% and 2.7%, while the manufacturing grew by 4.0% and 4.2% (y-o-y in May alone and 5M25 in both cases). Even though y-o-y numbers looked unimpressive compared to last y...
Shekel strength supported by fundamentals but may reflect short-term overshooting
ISRAEL · In Brief · 26 Jun 2025
Since the successful military operation against Iran, the shekel has strengthened by nearly 4.5% against the U.S. dollar, reaching its strongest level since the end of 2022. It has also been appreciated by 4.5% against the euro. Chart 1: ILS exchange rate vs USD, EUR, and nominal effective rate T...
Armenia: PM Pashinyan resorts to desperate means to cling to power
CAUCASUS / CENTRAL ASIA · In Brief · 26 Jun 2025
Pashinyan is getting rid of the opposition. I have spent a lot of time in the last month or so writing about Armenia, and it seems for good reason. The loss in the municipal elections in Gyumri, the rising momentum to impeach Pashinyan, and the PM's ill-fated attack on the Church are a few exampl...
Copom’s odyssey
BRAZIL ECONOMICS · Report · 25 Jun 2025
The main purpose of the latest Copom Minutes is to prevent the market from anticipating the beginning of the monetary easing cycle. The concern, naturally, is that market behavior could affect the yield curve and thereby undo part of the monetary tightening promoted by the Central Bank, which bro...
The House may vote to overturn the presidential decree on the IOF, the STF will resume adjudication of the liability of big tech companies, and the CNPE may announce a change in the blends of gasoline and diesel
BRAZIL POLITICS · Report · 25 Jun 2025
The President of the Lower House, Hugo Motta (Republicanos-PB), announced that the House will vote today on a bill to overturn the presidential decree that raised the IOF (Financial Transactions Tax). If the bill does reach a floor vote today, it is likely to pass. The Supreme Federal Court (STF)...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 25 Jun 2025
Jun 11 President: Kazakhstan is ready to supply Slovakia with oil, gas, and uranium. Jun 13 Ministry of Foreign Affairs: The US has expressed its willingness to cooperate with Kazakhstan in the field of critically important minerals. Jun 14 Atomic Energy Agency: Rosatom will lead the consortium f...
Post-ceasefire economic update: recovery, risk, and resilience
ISRAEL · In Brief · 24 Jun 2025
After twelve days of fighting, during which the United States joined the attack on Iran’s nuclear facilities, a ceasefire came into effect that is likely to end the war. The war concluded with significant damage to Iran’s nuclear infrastructure and missile systems, without deteriorating into a br...
No change in the base rate today - the MNB has become more pessimistic about the inflation outlook
HUNGARY · In Brief · 24 Jun 2025
Today, the Monetary Council left the base rate unchanged at 6.5% and the interest rate corridor also an unchanged +/-1%-point around the base rate. After the meeting, governor Varga spoke about the main points of the Q2 inflation report, which is set to be presented in detail on Thursday this wee...
Justice Toffoli holds a hearing on compensation for victims of the INSS scheme, Haddad and Padilha address the new SUS program, and the Mines and Energy Ministry may announce new gasoline blend percentages
BRAZIL POLITICS · Report · 24 Jun 2025
Supreme Federal Court (STF) Justice Dias Toffoli has scheduled a conciliation hearing for today to address compensation for retirees and pensioners who were victims of fraudulent membership-related deductions from their INSS benefits. Today, Finance Minister Fernando Haddad and Health Minister Al...
Economics: Latest aggregate demand figures reflect contraction in several areas of the Mexican economy
MEXICO · Report · 24 Jun 2025
On Wednesday, June 18, aggregate demand and supply figures for the first quarter of 2025 were released showing that aggregate demand (equal to supply) contracted an annual -0.1% based on original figures. That slippage came mainly in response to a significant drop in gross fixed capital formation...
Entrenched polarization and other weekly topics
BRAZIL POLITICS · Report · 23 Jun 2025
The government may present party leaders with a proposal for a 10% across-the-board cut in tax benefits. According to Deputy Finance Minister Dario Durigan, the Manaus Free Trade Zone and personal income tax deductions would be preserved. Arthur Lira (PP-AL) is expected to present his report on t...
Politics: Tension on multiple fronts marks US-Mexican relations
MEXICO · Report · 23 Jun 2025
US-Mexican relations, while always having their ups and downs, are today marked by considerable tensions. Such tensions have been exacerbated in recent weeks due to Washington’s aggressiveness on three fronts. The first is immigration, with intensified ICE raids across the United States, a corres...
Poland and Ukraine spar over historiography: Ukraine’s WW II narratives trigger preventive Polish veto of EU and NATO accession
RUSSIA / FSU POLITICS · Report · 23 Jun 2025
• Poland is one of Ukraine’s strongest allies and highly opposed to Russia, but relations between Poland and Ukraine have been blighted by key issues. • Ukraine and Poland disagree over the commemoration of Ukrainian nationalists, who killed up to 100,000 Poles during WW II and afterwards. • Po...