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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
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 10 Jan 2024
Dec 28 S&P: The agency confirms KazMunaiGas' credit rating at BB+ with "stable" outlook CPC: The company suspended oil transportation through the Tengiz-Novorossiysk pipeline from Dec 25 to Dec 28 Prime-Minister: Kazakhstan's GDP growth is expected at 5% in 2023 Gazprom: By mid-year, the company ...
Discussions on the payroll tax continue, the Voa Brasil program should begin in the first week of February, and the Minister of Mines and Energy and the Minister of Agrarian Development are expected to restructure the Social Biofuel Seal
BRAZIL POLITICS · Report · 10 Jan 2024
In Brasília, the discussion about the exemption or return of the payroll tax continues to be the focus of the political debate. Yesterday, the president of the National Congress, Rodrigo Pacheco (PSD-MG), met with Senate leaders to discuss the issue. He is looking for a negotiated solution in ord...
The mood has soured
UKRAINE · Report · 09 Jan 2024
The mood has soured dramatically, amid discussions focusing on the West's indecisiveness, potential cuts in military supplies, delayed financing from the United States and looming tightened recruitment measures. Yet if we set aside the issue of soured sentiments, we can see that Ukraine's pos...
Industrial slump in Europe is taking its toll: an awful output number is reported for November
HUNGARY · In Brief · 09 Jan 2024
KSH says that industrial output fell 2.3% mom, 5.4% yoy in November. The latter follows -3.1% yoy in October and -5% yoy in Q3. The cumulative 11-month output growth was -4.8% yoy. Details are not available yet, but KSH briefly said that in November, only oil refining and chemical products grew, ...
Steel demand in China
CHINA ADVISORY · Report · 09 Jan 2024
China’s property industry, one of the major buyers of steel, is in decline. Property accounts for about one third of steel demand in China. The top 100 developers suffered declines of 4 percent sequentially and 30 percent year on year for contracted sales in November, according to CRIC estimates....
Pacheco will meet with party leaders to discuss the payroll tax issue, Eletrobras and the AGU met to discuss the government’s participation in the company, and Lula is expected to appoint Lewandowski to the Ministry of Justice
BRAZIL POLITICS · Report · 09 Jan 2024
Today, the president of the Senate, Rodrigo Pacheco (PSD-MG), will meet with party leaders to discuss the provisional measure (MP) on the repayment of the payroll tax. Yesterday, representatives from Eletrobras and the Attorney General's Office (AGU) had their first meeting with the AGU's Federal...
Economics: Continuing tear in construction is a major driver of GDP growth, but the data is both uneven and demanding of further review
MEXICO · Report · 08 Jan 2024
Mexico’s economy is currently estimated by analysts to have grown 3.2% in 2023, a result in line with what the Ministry of Finance projected in the general economic assumptions text (CGPE) and significantly higher than the roughly 1.0% increase the market consensus anticipated at the beginning of...
Politics: Opposition in need of new strategies as support slips despite widespread discontent with the incumbents
MEXICO · Report · 08 Jan 2024
As we continue our analysis of the latest GEA-ISA quarterly poll of registered voters, we see that while support for Claudia Sheinbaum remained largely unchanged at slightly above 50%, she grew her lead over Xóchitl Gálvez, for whom support fell by 4pp. The gap separating them widened from 19 to ...
The Challenges Facing the Government In 2024
BRAZIL ECONOMICS · Report · 08 Jan 2024
We’re starting 2024 – the first year of the new Fiscal Framework. Although the successive cuts of the SELIC rate have made monetary policy looser, it is still sufficiently restrictive to reduce economic growth. How will the government react to a reduction of GDP growth from 3.1% to 1.5%? The conf...
Philippines inflation: establishing a downtrend?
PHILIPPINES · Report · 08 Jan 2024
The January 5 release of the December 2023 inflation rate report in the Philippines indicates another possible downtrend of the country’s price movements. The first episode occurred last year, when inflation fell from a peak of 8.7% in January 2023 and dropped consistently in the following months...
President Lula holds an event in defense of democracy, Pacheco should discuss the payroll tax relief issue, and Lula is expected to sanction the Multi-Year Investment Plan this week
BRAZIL POLITICS · Report · 08 Jan 2024
President Lula recalls the vandalism of public buildings that took place on January 8 last year in an event to be held today at the National Congress. The opposition believes the government should not be politicizing the event and released a statement last week criticizing what it called “the abu...
Could inflation surprise on the upside in 2024?
ISRAEL · Report · 08 Jan 2024
1. Policy rates were cut to 4.5% due to moderating inflation and a strong shekel; fiscal concerns were secondary. 2. We revised our inflation forecast up to 2.8% in 2024. 3. Higher shipping costs, pent-up demand, and a rebound in housing rentals are likely to push inflation higher.
Retail sales was trying to climb out of the ditch with moderate success in November
HUNGARY · In Brief · 08 Jan 2024
Retail sales grew by 0.8% mom in November, the best figure seen since March 2022, according to this morning's report by KSH. On fix basis (Dec 2010 =100), the volume of turnover developed as follows: The encouraging increase in November must have been greatly supported by the 3.1% compensatory in...
Will inflation surprise on the upside in 2024?
ISRAEL · In Brief · 07 Jan 2024
Rate cut on decelerating inflation Policy rate declined by 0.25% to 4.5% last Monday with the Bank of Israel noting that inflation has moderated significantly in recent months, the shekel has appreciated and other central banks are expected to loosen. The Governor noted that inflation y/y is expe...
New year, old agenda
TURKEY · Report · 07 Jan 2024
Our politics coverage starts with a preview of four major events that will define the course of Turkish politics. President Erdogan and nationalist ally Bahceli are likely to emerge victorious from end-March municipal polls, after which they will tackle the unfinished business of amending the con...