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Events
Databanks
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Argentina databank Oct 28 -
Brazil Economics databank Sep 15
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Central America databank Oct 29
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Chile databank Oct 29
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China databank Mar 21
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Colombia databank Oct 1
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Dominican Republic databank Oct 21
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Ecuador databank Oct 23
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Gulf Countries databank Oct 31
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Hungary databank Oct 17
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India databank Jun 26
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Mexico databank Oct 21
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Panama databank Jul 17
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Peru databank Sep 29
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Philippines databank Oct 8
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Poland databank Sep 29
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Russia Economics databank Oct 16
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South Africa databank Oct 3
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Turkey databank Oct 27
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Ukraine databank Aug 15
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Venezuela databank Oct 6
NEWS FLASH
UPCOMING WEBINAR - NAVIGATING AN OIL GLUT: FISCAL AND RATING RISKS FOR ...
COUNTRY INSIGHTS
Governor Tarcísio requested to visit former President Bolsonaro, the opposition is calling for an inquiry into potential irregularities in Bolsonaro’s sentencing, and Motta will meet with party leaders to set the voting agenda
BRAZIL POLITICS · Report · 16 Sep 2025
Governor Tarcísio de Freitas canceled his trip to Brasília yesterday. Instead, he requested authorization from the Supreme Federal Court (STF) to visit the former president. That meeting is scheduled for September 29. The opposition is now calling for a Joint Parliamentary Committee of Inquiry (C...
Legal steps after Bolsonaro's conviction and other weekly topics
BRAZIL POLITICS · Report · 15 Sep 2025
This week will continue to reflect the trial of former President Jair Bolsonaro, with his allies pushing for a vote on the amnesty bill. The government, meanwhile, is trying to include in Congress’s agenda an income tax exemption for individuals earning up to R$5,000 per month. In the Senate, the...
The other deficit
BRAZIL ECONOMICS · Report · 15 Sep 2025
The balance of payments has been marked by a rapid increase in the current account deficit, while the financial account remains relatively stable. Most of the deterioration in the current account stems from rising imports in a context of demand pressures, but there is also a worsening in some ser...
Politics: Scandal puts massive and new forms of fuel theft back in focus
MEXICO · Report · 15 Sep 2025
A new chapter has opened in the saga of Mexico’s history with massive fuel theft. The issue had been before the public for quite some time, when fuel theft, known as huachicol, was considered to be limited to siphoning off massive quantities of gasoline at Pemex pipelines around the country. But ...
Fast-track executive action
ECUADOR · Report · 15 Sep 2025
President Daniel Noboa cannot be accused of procrastination in the past three months. Since he assumed office last May, he has sent three symbolic bills with the character of economic urgency for approval by the legislature: the National Solidarity Bill, the Intelligence Bill and the Public Integ...
Economics: A first glance at the 2026 Economic Package sent to Congress on September 8
MEXICO · Report · 15 Sep 2025 · 1 response
On Monday, September 8, the Ministry of Finance and Public Credit (SHCP) sent the 2026 Economic Package to Congress. It includes the government’s forecasts for the country’s macroeconomic outlook, as well as proposals of revenue, expenditures, and the public sector fiscal deficit, which includes ...
Kazakhstan macro: looking for 2026 budget challenges
KAZAKHSTAN · Report · 15 Sep 2025
Despite the nation’s budget performance appearing stable in 7M27, with high inflation and a weaker tenge boosting revenues tied to the exchange rate, some questions remain about the 2025 and 2026 budgets. The republican budget saw its total revenue grow by 12.4% in 7M26, with tax revenue increasi...
The opposition continues to push for an amnesty bill for Bolsonaro, the government is prioritizing the income tax exemption bill, and the House may vote on the Social Electricity Tariff measure for low-income households
BRAZIL POLITICS · Report · 15 Sep 2025
Following the conviction by the First Panel of the Supreme Federal Court (STF) of former President Jair Bolsonaro (PL) and seven other defendants accused of attempting a coup d’état, the opposition is pushing for consideration of a bill granting amnesty to all those accused. The government’s coal...
Macroeconomic and geopolitical developments – Weekly report, September 15, 2025
ISRAEL · Report · 15 Sep 2025
The focal point last week was Israel’s unprecedented strike in Doha against the Hamas leadership. From Israel’s perspective, the operation fell short of its objective, as senior Hamas figures were apparently not present in the targeted building. The move drew criticism abroad, including from Wash...
Prime Minister Holness wins first third term for a JLP government in a close election
JAMAICA / BAHAMAS · Report · 15 Sep 2025
In a hard-fought, close election, Prime Minister (PM) Andrew Holness was re-elected for the first third term for a Jamaica Labour Party (JLP) government, and now equals former Peoples National Party (PNP) PM PJ Patterson in having been elected three times (Jamaica does not have term limits). The ...
CHP convention hearing postponed to 24 October
TURKEY · In Brief · 15 Sep 2025
Contrary to majority expectations, the Ankara court trying allegations that CHP Grand Convention, when Ozgur Ozel dethroned Kemal Kilicdaroglu, was rigged, postponed its hearing to 24 October. It is not certain that the bench will reach a verdict, than, either. As I write these lines at 2 PM Ista...
Q2 current account surplus narrows; Israelis invest more abroad, while foreign inflows remain resilient
ISRAEL · In Brief · 15 Sep 2025
Yesterday we got some surprisingly weak data from Israel’s current account. The surplus narrowed dramatically to just $0.6 billion in Q2 2025, down from $5.4 billion in Q1. This is the lowest surplus recorded since Q4 2012, signaling a worrying trend for the Israeli economy. The trade deficit wid...
August CPI preview: high monthly inflation of 0.6% is expected, but yearly inflation to fall below the upper bound of the target
ISRAEL · In Brief · 14 Sep 2025
On Monday ((tomorrow), Israel will release the August CPI print, which we will be watching closely. We expect a 0.6% monthly increase, which would bring annual inflation down to around 2.8%, below the Bank of Israel’s 3% upper target range for the first time since September 2024. August has histo...
Lower rates, higher political tensions
TURKEY · Report · 14 Sep 2025
There are more than 50% odds that on Monday an Ankara court will declare the Grand Convention of CHP, where Ozel toppled Kemal Kilicdaroglu, null and void, reinstating the latter as trustee chairman. The first essay explains why: Kilicdaroglu’s views are very convenient for Erdogan, who shows no ...
Mixed messages from the IMF Article IV. The copper mine at Donoso faces an uncertain road ahead. Moody's credit review in November will determine the investment grade status of the sovereign rating.
PANAMA · Report · 12 Sep 2025
The IMF's latest Article IV report shows that Panama’s economic outlook remains cautiously optimistic. Growth is projected around 4%, potentially reaching 5% if large infrastructure projects move forward. A key IMF warning is the need to increase foreign direct investment and external financing t...