Services
GLOBAL COVERAGE
- ARGENTINA
- BRAZIL ECONOMICS
- BRAZIL POLITICS
- CAUCASUS / CENTRAL ASIA
- CENTRAL AMERICA
- CHILE
- CHINA
- CHINA ADVISORY
- CHINA FINANCIAL
- COLOMBIA
- DOMINICAN REPUBLIC
- ECUADOR
- GULF COUNTRIES
- HUNGARY
- INDIA
- INDONESIA
- ISRAEL
- JAMAICA / BAHAMAS
- KAZAKHSTAN
- MEXICO
- NIGERIA
- PANAMA
- PERU
- PHILIPPINES
- POLAND
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- TURKEY
- UKRAINE
- VENEZUELA
Events
Databanks
-
Argentina databank Sep 12 -
Brazil Economics databank Aug 18
-
Central America databank Aug 27
-
Chile databank Aug 26
-
China databank Mar 21
-
Colombia databank Sep 2
-
Dominican Republic databank Aug 21
-
Ecuador databank Aug 25
-
Gulf Countries databank Sep 12
-
Hungary databank Sep 11
-
India databank Jun 26
-
Mexico databank Aug 28
-
Panama databank Jul 17
-
Peru databank Aug 14
-
Philippines databank Sep 10
-
Poland databank Jul 16
-
Russia Economics databank Aug 14
-
South Africa databank Sep 5
-
Turkey databank Aug 11
-
Ukraine databank Aug 15
-
Venezuela databank Sep 2
NEWS FLASH
UPCOMING WEBINAR - TURKEY POLITICS: CHP VS. GOLIATH...
COUNTRY INSIGHTS
Politics: Presidential nomination battles heat up as it becomes less clear who the future candidates will be just two weeks out
MEXICO · Report · 21 Aug 2023
Claudia Sheinbaum remains the favorite for the Morena presidential nomination and Xóchitl Gálvez for the opposition Broad Front for Mexico (FAM) with just over two weeks to go before the two coalitions that will face off against each other next year choose their respective standard bearers. Howev...
Pithy data commentary
CAUCASUS / CENTRAL ASIA · Report · 21 Aug 2023
This is a summary of key data releases and news in the CCA: *Armenia: Core inflation in July drops to lowest since early 2020. *Armenia: Bond market reacts nimbly to rate cuts. *Armenia: Remittances in June entrench trend of normalization to pre-2022 levels. *Azerbaijan: Central Bank relaxe...
Slowing inflation could delay further tightening
ISRAEL · Report · 21 Aug 2023
1. Underlying inflation has moderated in recent months, pushing up the shekel depreciation threshold triggering a monetary response. 2. Second quarter GDP numbers point to deceleration. 3. There are growing signs of labor market slackness.
Mixed feelings about the fiscal figures of H1 2023
HUNGARY · In Brief · 21 Aug 2023
This time around, the MNB reported the general government sector's net financing requirement, which tends to be a good proxy for the general government balance figure, the main policy indicator of fiscal performance for any given period. For H1, the latter is due for release only on October 3. Th...
Lula participates in a BRICS meeting in South Africa, the House should vote on the fiscal framework this week, and Sen. Alencar should submit his report on the tie-breaking vote in the CARF
BRAZIL POLITICS · Report · 21 Aug 2023
President Lula participates in a BRICS meeting in South Africa. He should only announce changes to the ministerial team after he returns to the country next Sunday (27). This week, the House may vote on the new fiscal framework. Today (21), Arthur Lira (PP-AL) has a meeting with the rapporteur, D...
Russian spacecraft crashes on the moon
RUSSIA / FSU POLITICS · In Brief · 21 Aug 2023
On August 20 Luna-25 had a botched landing on the moon according to the Russian space agency (Roscosmos). Roscosmos lost contact with the craft. It is unclear what caused the problem. Luna-25 was scheduled to land on the moon on August 21. Roscosmos has growing problems due to being cut off from ...
A second electoral round with a huge surprise
ECUADOR · In Brief · 20 Aug 2023
With around 75% of votes counted at national level, it is certain that Ecuadorians will go to vote in a second round in which Luisa Gonzalez and Daniel Noboa will be seeking the presidency of the country. While the 33% vote for Gonzalez were somewhat expected and represents the hard vote for the ...
Zelensky visits Holland
RUSSIA / FSU POLITICS · In Brief · 20 Aug 2023
On August 20 Zelensky was in the Netherlands to thank the Dutch for the F16 fighter jets they are gifting to Ukraine. The planes will probably not arrive by the end of 2023. 11 European nations are training Ukrainians on F16s. Only the Netherlands and Denmark have pledged to donate F16s. The plan...
Chinese Defense Minister in Moscow
RUSSIA / FSU POLITICS · In Brief · 20 Aug 2023
On August 18 Li Shangfu ended a 4-day visit to Belarus and Russia. The aim of the trip was to deepen military ties. He met Putin, Lukashenko and the defense minister of both countries. Russian state media enthusiastically covered the visit. It proves that Russia is not alone in the world. Belarus...
Russian macro: the ruble - back to a normal trajectory
RUSSIA ECONOMICS · Report · 18 Aug 2023
After the Russian Central Bank hiked the key rate a few days ago, the ruble bounced back to the low USD/RUB 90s area, which currently seems a sort of comfortable equilibrium zone for the exchange rate. The CBR mentioned accelerating inflation as the main reason for the key rate hike, which seems ...
UN discusses Azerbaijani blockade of Armenian-held land
RUSSIA / FSU POLITICS · In Brief · 18 Aug 2023
On August 16 the UN Security Council discussed Azerbaijan's blockade of the Lachin Corridor. But it did not decide on action. The Red Cross has said that it urgently needs to deliver humanitarian aid. The UN wants this to resume. Lachin is critically short of medicine and food. The Armenian ambas...
GULF WEEKLY: Saudi extends debt maturity, Iranian FM meets MBS, UAE trades oil in rupees
GULF COUNTRIES · Report · 18 Aug 2023
A skimmable summary overlaid with our analysis and links. Headlines: * Saudi Arabia extended the average maturity of its local sukuk in a $10bn buy-back and issuance. * PIF could get a cash windfall of up to $8bn if SoftBank buys its Vision Fund holdings in Arm. * Iran’s foreign minister vis...
TOPIC OF THE WEEK: Continued pressure on Uzbekistani sum should make local currency investments challenging in medium term
CAUCASUS / CENTRAL ASIA · Report · 18 Aug 2023
The decision last week to devalue the sum in a more forceful manner has led us to think deeper about an argument that we have been consistently making to clients, i.e., that macroeconomic developments that usually tend to influence currency movements will pale in comparison to underlying (and lar...
Allegations against Bolsonaro worsen, Congress is still waiting for ministerial reform, and the House may vote on the new fiscal framework next week
BRAZIL POLITICS · Report · 18 Aug 2023
Yesterday (17), in a hearing of the Joint Parliamentary Committee of Inquiry (CPMI) on the January 8 attacks, hacker Walter Delgatti said Bolsonaro promised him a pardon if he was arrested for hacking electronic voting machines and stated that Supreme Federal Court (STF) Justice Alexandre de Mora...
New polls show an improvement in Lula’s rate of approval, the TCU postponed the adjudication of a case regarding board positions in regulatory agencies, and the negotiations on ministerial reform continue
BRAZIL POLITICS · Report · 17 Aug 2023
Two opinion polls highlight the different situations of the country's two main political leaders. The approval of the Lula government (PT) reached 60% in the Genial/Quaest poll of August 16, an increase of four points in relation to the June poll. Another point of positive news for Lula was the i...