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Events
Databanks
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Argentina databank May 3 -
Brazil Economics databank Apr 17
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Central America databank Apr 2
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Chile databank Apr 4
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China databank Mar 21
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Colombia databank May 3
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Dominican Republic databank Apr 15
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Ecuador databank Apr 22
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Gulf Countries databank May 3
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Hungary databank Apr 18
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India databank Apr 22
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Mexico databank Mar 28
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Panama databank Feb 2
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Peru databank Mar 27
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Philippines databank Apr 8
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Russia Economics databank Apr 11
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South Africa databank May 3
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Turkey databank Mar 6
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Ukraine databank Feb 12
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Uruguay databank Mar 27
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Venezuela databank May 6
NEWS FLASH
UPCOMING WEBINAR - CAUCASUS AND CENTRAL ASIA: ECONOMIC UPSWINGS AND POL...
COUNTRY INSIGHTS
Economics: Results in May point to risks of further deceleration
MEXICO · Report · 06 Jun 2022
Economic indicators published in May once again showed increased activity, although with markedly uneven results depending on the sector or branch in question. Manufacturing, the only GDP component to boast a significant recovery so far, recorded the strongest expansion of any industrial componen...
Countdown to the end of the adjustment period and other weekly topics
BRAZIL POLITICS · Report · 06 Jun 2022
The House and Senate continue to focus on issues related to fuel and electricity prices. President Jair Bolsonaro participates in the Summit of the Americas, in the U.S. The PSDB may decide to support the candidacy of Senator Simone Tebet (MDB). Four polls on the presidential elections will be pu...
Politics: June 2022 gubernatorial election results
MEXICO · Report · 06 Jun 2022
Morena carried four of the six states that held gubernatorial elections this past Sunday (Hidalgo, Oaxaca, Quintana Roo and Tamaulipas), while the PAN-PRI-PRD alliance held on to the governorships in Durango and Aguascalientes. As we have stated, a Morena victory in four states in these elections...
The government cabinet has approved its budget proposal for 2023
HUNGARY · In Brief · 06 Jun 2022
In Hungary, the annual budget plan goes to parliament normally in June. Following this schedule, the cabinet has just released its budget proposal for 2023. According to this, the general government deficit would be limited to 3.5% of GDP, reduced from 4.9% targeted this year. In 2021, the actual...
Essential CIS Politics: May-June 2022
RUSSIA / FSU POLITICS · Report · 06 Jun 2022
* The Ukraine conflict rumbles on, with Russia grinding out positions in the East and Zelensky saying the situation is tough. * Russia warned Finland and Sweden as the two nations make NATO applications. * The EU initiated a partial ban on Russian oil – the impact will be felt in...
Strong growth for the time being, but…
BRAZIL ECONOMICS · Report · 06 Jun 2022
Impelled by the increase of demand coming from net exports and income transfer programs, GDP in the first quarter of 2022 expanded by 1%, and various confidence indicators point to further growth in the second quarter. Although due to the carry-over, growth in 2022 should exceed our previous proj...
Politics: PRI at the crossroads on the difficult path to the 2024 elections
MEXICO · Report · 06 Jun 2022
The PRI is in a difficult position inside the chain of the opposition coalition that also includes the PAN and the PRD, suffering from a poor public image and wracked by internal differences, chief among them how to relate to President Andres Manuel López Obrador’s government. The opening shot in...
The House and Senate focus on fuel and electricity bills, at least four polls on the presidential election will be published this week, and the PSDB should decide whether it will support Senator Simone Tebet’s candidacy
BRAZIL POLITICS · Report · 06 Jun 2022
The House may vote on Bill No. 3,677/21, authored by Deputy Reginaldo Lopes (PT-MG), which, according to its report, allows for the transparency of and creates rules for the composition of oil derivatives prices set by Petrobras. In the Senate, Fernando Bezerra may submit his report on PLP No. 18...
Most recent poll data - Colombian presidential election, second round vote
COLOMBIA · Report · 06 Jun 2022
In this report, we present a graph that gathers the results of the polls for the second round of Colombia's presidential election. We will be sending this graph updated as new poll results are published.
Wage pressure continues; full employment reached
ISRAEL · Report · 06 Jun 2022
1. Wages continue to push higher due to a tight labor market, especially in the business sector. 2. Israeli institutions were net sellers of FX in April, following strong purchases in Q122. 3. We are revising our inflation forecast upwards for June, following a 9% spike in petrol prices.
Wage pressure continues
ISRAEL · In Brief · 06 Jun 2022
Wage pressure continues in the business sector • Total wages increased by 1.5% m/m in March (sa). • Business (private) sector wages are expanding by a fairly rapid annual pace of 6.5%. • The Bank of Israel has acknowledged that business sector wages are expanding by a somewhat more rapid pace tha...
Between facts and fiction
TURKEY · Report · 05 Jun 2022
President Erdogan lost the small amount of good will in the West generated by his principled Ukraine policy. The upcoming Syrian operation could turn doubt, into anti-Erdoganism. We have been arguing that it is not election time yet, but Erdogan has apparently rolled up his sleeves to do some ...
GULF WEEKLY: Biden confirms talk of Saudi visit, OPEC+ increases taper, Yemen ceasefire extended, S&P positive on RAK
GULF COUNTRIES · Report · 03 Jun 2022
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC+ boosted its taper by 50% for July and August, but in a rather peculiar way, and Brent is touching $120. * Despite the oil windfall, Saudi government and FX reserves both declined in April. * There is talk of buildin...
The NBU hikes prime rate up to 25% amid aggravating economic problems
UKRAINE · In Brief · 03 Jun 2022
The NBU Board decided to hike prime rate by 15 ppt up to 25%. The decision had a kind of shocking impression on everyone. We still have scarce information on what is happening with the economy (no reports on industrial output, retail trade, agro-production, customs statistics) and this hike was a...
The possibility of declaring a state of emergency to contain fuel prices is being discussed, the Senate approved a bill that allows the Aneel to lower electricity bills, and President Bolsonaro will travel to the U.S. next week
BRAZIL POLITICS · Report · 03 Jun 2022
President Jair Bolsonaro met with ministers to discuss a possible state of emergency to contain the increasing fuel prices in an election year. Some in the government defend the measure, but it has no support among the economic team. It is important to note that for a state of emergency to be dec...