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Events
Databanks
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Argentina databank Apr 30 -
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 Apr 28
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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 9
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank Mar 25
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Panama databank Jan 28
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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 Apr 11
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank Mar 6
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Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Russian Government predicts prolonged recession
RUSSIA / FSU POLITICS · In Brief · 09 Apr 2020
On April 6 RBK published a summary of the Kremlin's two stress testes that it has developed to estimate the financial robustness of 646 firms which the government considers strategically important. The rosier of the two scenarios says that the quarantine will last into June 2020 and Urals oil wil...
South Africa extends COVID-19 lockdown while the economy is feeling the effects of the pandemic
SOUTH AFRICA · Report · 09 Apr 2020
Midnight today will mark the second week of South Africa’s COVID-19 lockdown, implemented by President Ramaphosa hoping to "flatten the infection curve" of the virus. The lockdown was scheduled to end on April 16. However, due to the nature of the virus, there had been speculation that the lockdo...
Turkish Macroeconomics in the Time of Corona The Shock, the Context, the Response and the Outlook
TURKEY · Presentation · 09 Apr 2020
In this presentation, Murat Ucer discusses Turkey's state of activity and balance of payments issues amid the coronavirus epidemic. He evaluates the country's fiscal and monetary response, including lower rates and the expansion of the monetary base, and concludes that a more comprehensive fiscal...
China virus check – week ending April 4
CHINA ADVISORY · Report · 09 Apr 2020
Our latest data for economic activity in China shows: 1) Rising coal use in the power industry and iron ore blast furnace operating rates. 2) Traffic congestion grows – a good sign for the return of economic activity. 3) Metro rail traffic is rising in all four cities we track. 4) Expre...
Russian consumer spending drops dramatically
RUSSIA / FSU POLITICS · In Brief · 09 Apr 2020
Consumer spending in Russia has fallen by 33% in a month. This is due to the lockdown.Non-working started on March 28 and will continue to the end of April. From March 28 to April 5. VTB account holders spend 33% less than usual. Sberbank account holders spent 23% less than the same period in 201...
Partial truce between Bolsonaro and Mandetta; Congress votes on emergency aid to states
BRAZIL POLITICS · Report · 08 Apr 2020
The meeting of President Jair Bolsonaro with the Minister of Health, Luiz Henrique Mandetta, which took place this morning, may have sealed a momentary “truce” in the relationship between the two. When leaving the Planalto Palace, Mandetta declared to journalists, “I´m good, just work." In an int...
Russian economic policy: Searching for a pass between Scylla and Charybdis
RUSSIA ECONOMICS · Report · 08 Apr 2020
As the number of newly registered daily coronavirus cases in Russia exceeded 1,100 for a third day in a row, thus bringing the total number to 8,672 people as of April 8 (morning data), it looks increasingly likely that tighter lockdown measures are likely and they may last longer than was annou...
Ukraine banking bill stalled
RUSSIA / FSU POLITICS · In Brief · 08 Apr 2020
On April 7 politicians in the Ukrainian Parliament proposed 16 000 amendments to the banking law known as the 'anti-Kolomoisky bill'. The amendments seemed intended to stymie the legislative process. They will take at least weeks to debate. Ihor Kolomoisky used to own PrivatBank which was nationa...
GlobalSource Partners' Analyst Webinar Series: China - On the road to recovery? featuring Andrew Collier
CHINA ADVISORY · Report · 08 Apr 2020
Live from Hong Kong, Andrew Collier discusses the latest signals from China regarding its recovery from the coronavirus, as well as the prospects for the fiscal and economic measures the country is taking to spur growth.
CPI-inflation fell in March by less than expected, core inflation continued to rise
HUNGARY · In Brief · 08 Apr 2020
It was widely expected by analysts that the headline rate of CPI-inflation would fall sharply in March, due to collapsing fuel prices. The consensus expectation (Portfolio.hu) was 3.7% yoy, down from 4.4% yoy in February. However, the actual number was 3.9% yoy, as a result of a 0.2% rise of cons...
Some Russian internal borders closed due to coronavirus
RUSSIA / FSU POLITICS · In Brief · 08 Apr 2020
Some Russian regions have closed their borders to other regions. Murmansk and Chechnya are among those. Goods are allowed to be moved but passengers are not. This ban on inter-regional travel will hurt the economy even more. However, if a lockdown is strict then a region stands a better chance of...
Corona is not our only problem
TURKEY · In Brief · 08 Apr 2020
Turkey’s corona outbreak has now spread throughout the country, as the map published by the Ministry of Health illustrates (See below). In addition 135 townships and villages are completely quarantined, as I write these lines. When we issue our Monthly---the Gods we pray to permitting—this weeken...
EBRD financing a Russian company
RUSSIA / FSU POLITICS · In Brief · 08 Apr 2020
On April 7 it was announced that European Bank of Reconstruction and Development (EBRD ) was financing a Russian company for the first time since 2014. This finance is from its emergency coronavirus support fund. EBRD has always kept an office in Moscow because it has a portfolio with some compan...
Minister Carrasquilla on the flexible credit line with the IMF
COLOMBIA · In Brief · 07 Apr 2020
During a debate in Congress today, carried out using one of the many VC apps out there, Minister Carrasquilla addressed the question of increases in the fiscal package to face the negative effects of COVID-19 across different sectors of the economy. He mentioned four circles or areas of attention...
Payment of emergency aid to informal workers starts this week; lack of agreement on the Mansueto Plan
BRAZIL POLITICS · Report · 07 Apr 2020
The Minister of Citizenship, Onyx Lorenzoni (DEM-RS) announced that, as of Thursday, April 9, the government should start paying the emergency aid of R$ 600 for informal workers. According to the president of Caixa Econômica Federal, Pedro Guimarães, the benefit will be released this week for tho...