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Events
Databanks
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Argentina databank Jul 11 -
Brazil Economics databank Jun 16
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Central America databank Jun 27
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Chile databank May 27
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China databank Mar 21
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Colombia databank Jul 7
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Dominican Republic databank Jun 18
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Ecuador databank Jun 20
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Gulf Countries databank Jul 11
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Hungary databank Jun 23
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India databank Jun 26
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Mexico databank Jul 1
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Panama databank May 13
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Peru databank Jun 27
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Philippines databank Jul 8
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Poland databank Apr 29
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Russia Economics databank Jul 11
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South Africa databank Jul 11
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank Jul 7
NEWS FLASH
UPCOMING WEBINAR - CAUCASUS AND CENTRAL ASIA: POLITICAL PASSIONS IN THE...
COUNTRY INSIGHTS
Despite the Fed's more hawkish message, a February rate cut cannot be ruled out
ISRAEL · Report · 05 Feb 2024
1. Domestic private consumption has recovered rapidly, in part due to the lack of Israelis traveling abroad. 2. The shekel appreciated sharply last week, partly due to optimism regarding a possible ceasefire. 3. A rate cut in February is possible, depending on January’s CPI, the shekel and ...
Fiscal sustainability over growth in the Philippines?
PHILIPPINES · Report · 05 Feb 2024
We were most disappointed that Socio-Economic Planning Secretary Arsenio Balisacan should explain that lower public spending in the last quarter of 2023, and in the same context, its flat growth rate for the whole year of 2023, was due to the government’s fiscal consolidation plan. The government...
Russian Deputy Foreign Minister in South Korea
RUSSIA / FSU POLITICS · In Brief · 05 Feb 2024
On February 4 the visit by Andrei Rudenko to Seoul took place. Russo-South Korean relations were discussed as well as the Ukraine War. Rudenko met his South Korean opposite number. Rudenko has special responsibility for Asia-Pacific matters in the Russian Foreign Ministry. South Korea voiced its ...
February rate cut cannot be ruled out
ISRAEL · In Brief · 04 Feb 2024
Private consumption continues to rebound, but slows in January: December witnessed a 12% m/m jump in credit card purchases following 8% increase in November, erasing the 16% contraction in October. Real-time data from the BoI reflect a further 4% increase in January, with a slowdown in the second...
Change at the CBRT and other news
TURKEY · Report · 04 Feb 2024 · 1 response
The CBRT Governor Hafize Gaye Erkan has departed under vague circumstances, to be replaced by Deputy Governor Fatih Karahan. Her successor’s reign will not witness a change in monetary policy settings, but could arguably create an opportunity to tighten it modestly. The political lesson from this...
Putin addresses ''Everything for Victory'' conference as ware causes labor shortages
RUSSIA / FSU POLITICS · In Brief · 04 Feb 2024
On February 3 Putin spoke at the conference, which revived a World War II slogan as its title. The Russian president said that Russia must produce everything it needs or national sovereignty will be jeopardized. He returned to his favorite themes of national defense. He warned that if Russia is n...
In the midst of a storm
VENEZUELA · In Brief · 02 Feb 2024
In the midst of a storm Given the political disqualification of María Corina Machado using a Supreme Court of Justice (TSJ) judgment that violates all principles of due process and breaches provision 3.11 of the Barbados Agreement, the U.S. State Department reacted by suspending General License 4...
Maduro’s Unnecessary and Costly Disruption
VENEZUELA · Report · 02 Feb 2024
This article was originally published in Americas Quarterly on January 31, 2024. Few expected a complete resolution of Venezuela’s political crisis this year. But many did hope, at least, for substantial progress towards a democratic transition that would put the country’s citizens first, capp...
GULF WEEKLY: Saudi slows oil expansion, IMF reveals stronger Oman surpluses, Kuwait budgets a big deficit, US soldiers killed in Jordan
GULF COUNTRIES · Report · 02 Feb 2024
A skimmable summary overlaid with our analysis and links. Headlines: * Brent crude eased back to $79, and OPEC+ delayed making a decision on Q2 output. * An Iraqi militia drone killed 3 US soldiers, the first during the Gaza war, with retaliation expected. * Qatar participated in Gaza ceasef...
The verdict from the Supreme Court is out: Martinelli will not run in the 2024 elections; he will go to prison and pay a fine.
PANAMA · In Brief · 02 Feb 2024
Today, the Supreme Court rejected the appeal for annulment filed by Martinelli's legal team, marking the last opportunity for the former president to challenge the verdict of a 128-month prison sentence and a fine of USD$19.2 million for money laundering (in the "New Business" case) to purchase a...
Kazakhstan macro: 2024 Budget risks arising from strong tenge, low 2023 tax revenues
KAZAKHSTAN · Report · 02 Feb 2024
According to the Ministry of Finance's recently published 2023 annual budgetary statistics, it appeared that the republican budget deficit didn’t deviate much from the target even though tax revenues lagged well behind the plan. The government lacked tax revenues due to an overvalued tenge. The l...
Lula participates in Marta Suplicy’s accession to the PT, Congress resumes activity next week, and the government may launch the Voa Brasil program
BRAZIL POLITICS · Report · 02 Feb 2024
Today, President Lula participates in Marta Suplicy’s accession ceremony to the PT. Marta left the MDB and returned to the PT to run as vice mayor alongside Guilherme Boulos (PSOL) for mayor of São Paulo. Next week, the National Congress will resume activity. Some issues will be prioritized with ...
Turkey's banks shutter accounts of Russian corporations
RUSSIA / FSU POLITICS · In Brief · 02 Feb 2024
On February 1 the Russian business newspaper Vedomosti reported the news and cited sources such as business owners. Ankara has caved in to pressure from the US. Affluent Russians often have citizenship of other countries such as Israel or Cyprus, which makes it easy to get around sanctions. Middl...
Webinar replay - Philippines: Outlook, risks and challenges for Marcos 2.0
PHILIPPINES · Report · 02 Feb 2024
Visit our calendar page to watch replay of our webinar featuring GlobalSource Partners' Philippines Analyst Diwa Guinigundo discussing the Philippines' macro and political outlook in 2024.
TOPIC OF THE WEEK: Tajikistan sees large improvement in CA in 3Q23, thus allaying fears related to ability to repay debt
CAUCASUS / CENTRAL ASIA · Report · 02 Feb 2024 · 1 response
Questions about fast-declining FX reserves in Tajikistan over the course of 2023 led us to investigate in more detail the reasons behind this development back in Nov. We concluded then that the precipitous decrease in FX reserves was almost exclusively driven by the steep deterioration of the cur...