GlobalSource Partners | Country Insights

Last week's economic releases provided further evidence that the Israeli economy continues to expand at a relatively solid pace. The most encouraging developments were the rebound in credit-card spending, the improvement in current business conditions and continued strength in imports. The fiscal...

The MPC waits, but November now carries a hike decision, a vacant board and a Sejm vote on the governor

POLAND · In Brief · 13 Oct 2026

No rates change in October The MPC held the reference rate at 3.75% on October 7 (lombard 4.25%, deposit 3.25%), as we expected. At the delayed press conference on October 8 Glapinski said a November hike "isn't shaping up for now" but he does not rule it out, and that the November projection (me...

Politics: Huachicol—a never-ending scandal with serious consequences

MEXICO · Report · 13 Oct 2026

Huachicol, the theft and smuggling of fuel in Mexico, is a set of illegal markets: theft from Pemex pipelines and terminals, theft of LP gas and crude, and fiscal huachicol, in which US diesel and gasoline enter as additives or lubricants to avoid VAT and IEPS excise tax. Pemex’s official figure...

Czechia In Brief: First Electoral Test and Interest Rate Outlook

CZECHIA · In Brief · 12 Oct 2026

by Artur Radziwiłł and Jan Hagemejer Czechs voted on 9 and 10 October in municipal elections and the first round of the Senate renewal, the first electoral test since the new coalition took office and eight days after the Chamber rejected the opposition's no-confidence motion on 1 October with no...

TURKEY · Report · 11 Oct 2026

AKP scored a major coup in its endless recruitment drive by snagging CHP Izmir mayor Cemil Tugay. The logic is obvious, the more mayors migrate to, or municipalities are captured fair and foul, the more voting districts where AKP can increase its votes by providing superior service. But, does add...

GULF WEEKLY: Houthi strikes kill 6 in Saudi airports, UAE non-oil GDP contracts, Omani equities considered for EM upgrade

GULF COUNTRIES · Report · 09 Oct 2026

A skimmable summary overlaid with our analysis and links. Headlines: * Iranian attacks on shipping were the most intense since March, sharply reducing Hormuz transits. * Trump said there would not be major strikes on Iran before the midterms, after reports of planning. * Yemeni forces recapt...

Panama Removed from EU Tax Blacklist After Six Years of Unsuccessful Attempts

PANAMA · In Brief · 09 Oct 2026

Panama was officially removed from the European Union’s list of non-cooperative jurisdictions for tax purposes on Friday, October 9, marking the end of more than six years on the bloc’s tax blacklist. The announcement was made early in the morning by Economy and Finance Minister Felipe Chapman, f...

Political update – October 9, 2026: Electoral deadlock and the road to a new government

ISRAEL · Report · 09 Oct 2026

With three weeks to go, our weekly average of polls from Israel’s three main television channels (Kan 11, Channel 12 and Channel 13) shows the two blocs remain tied at around 52 seats each. Since August, Eisenkot’s bloc has fallen from around 59 seats to 52 seats while Netanyahu’s bloc has remain...

Polls show Senator Flávio Bolsonaro leading in the runoff, Lula’s campaign is trying to correct some of the mistakes made in the first round, and radio and television campaign advertising for the runoff resumes today

BRAZIL POLITICS · Report · 09 Oct 2026

Two presidential polls released yesterday show Senator Flávio Bolsonaro (PL) leading in the runoff. According to PoderData, the senator has 49% of the vote, compared with 44% for Lula. Datafolha shows a 49% to 45% split. Lula’s campaign is trying to correct some of the mistakes made during the fi...

TOPIC OF THE WEEK: Who Buys the Bonds? Armenia and Georgia’s 2027 Funding Test

CAUCASUS / CENTRAL ASIA · Report · 09 Oct 2026

Armenia and Georgia have now both entered the formal 2027 budget cycle. Armenia’s government submitted its 2027 budget proposal on October 1, which came only a day after Georgia’s government had presented its own 2027 budget package together with a document titled “Basic Data and Directions” for ...

Fiscal pressures mount amid external uncertainty, but economic growth remains resilient

DOMINICAN REPUBLIC · Report · 09 Oct 2026 · 2 responses

The Dominican economy faces heightened international uncertainty, marked by rising energy prices and inflationary pressures. Nevertheless, it maintained growth of 4.5% y/y in January–August 2026, though growth slowed to 3.8% in August. Annual inflation declined to 5.13%, but remains elevated. ...

This year’s weakness

CHILE · Report · 08 Oct 2026

Q3 started out on a weak note. The July and August IMACEC readings were both well below consensus, while consumption-related indicators have remained broadly stagnant since the beginning of 2026. A significant part of the recent weakness has reflected temporary factors, particularly in mining, bu...

The debate on the 6x1 proposal continues in the Senate, Lula said his campaign this year was the least organized of his political career, and the TSE will hear an appeal involving the gubernatorial elections in Rio

BRAZIL POLITICS · Report · 08 Oct 2026

The debate over ending the 6-on, 1-off (6x1) work schedule continues to advance in the Senate. Yesterday, the Senate held the second discussion session on the proposal. Today, it will hold the third. Lula said this year’s campaign has been the “least organized” he has ever participated in over th...

Bi-Weekly Economic News Summary

KAZAKHSTAN · In Brief · 07 Oct 2026

Sep 24 Kazakhstan Stock Exchange: Kazakhstan held a global call with investors as part of the preparation for a new 5Y sovereign Eurobond issue. EBRD: The bank has kept its forecast for Kazakhstan’s GDP growth in 2026 unchanged at 4.7%. Halyk bank: The bank intends to issue discount bonds worth K...

Webinar replay: Brazil elections - Outlook for the runoff

BRAZIL POLITICS · Report · 07 Oct 2026

What does the path to the presidency look like for Brazil's presidential candidates? Which way is the country leaning? Watch our webinar replay featuring GlobalSource Partners' Brazil Analyst Lucas de Aragao discussing the results of the first round and the outlook for the runoff elections.