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Events
Databanks
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Argentina databank May 13 -
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 May 12
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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 16
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank May 12
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Panama databank May 13
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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 May 12
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank May 5
NEWS FLASH
WEBINAR - LATIN AMERICA: FISCAL PRESSURES AND POLITICAL SHIFTS...
COUNTRY INSIGHTS
Chile's Constitutional Agreement: More Details and Responses
CHILE · In Brief · 19 Dec 2022
An update to our earlier report on the agreement reached on Chile’s new constitutional process. As we indicated last week, the process will begin with the selection by Congress of a Committee of Experts, to be followed by an election for a new constituent assembly, to be called a Constitutional C...
Will the Lula government be a broad front and other weekly topics
BRAZIL POLITICS · Report · 19 Dec 2022
This is the final week of activity for the year in the Legislative and Judicial branches. On Monday, the Supreme Federal Court (STF) decides on the constitutionality of the rapporteur's amendments. On Tuesday, the House may vote on the Transition Constitutional Amendment Proposal (PEC). The Budge...
West accuses North Korea of supplying Russia
RUSSIA / FSU POLITICS · In Brief · 19 Dec 2022
In November 2022 the US said that North Korea was selling shells to Russia to use in Ukraine. Russia has run down its stock of ammunition and missiles. The UN put an arms embargo on North Korea in 2016. Arms sales would be a breach of this. North Korea and Russia deny any arms trade. North Korea...
The final week of activity for the year in the Judiciary and Congress, the Transition PEC should be put to a vote on Tuesday, and the STF continues to adjudicate the cases that question the constitutionality of the rapporteur’s amendments
BRAZIL POLITICS · Report · 19 Dec 2022
This will be the final week of activity for the year in the Judiciary and Congress. The president of the House, Arthur Lira (PP-AL), scheduled the vote on the PEC for Tuesday. Yesterday, Lula had a meeting with Lira to negotiate the vote on the proposal. This Monday, at 10 a.m., the STF resumes t...
Economics: The risks that are apparent as 2022 ends will carry over into 2023
MEXICO · Report · 19 Dec 2022
The external environment for the coming year is expected to be complicated. Although inflation in the US and in the other major developed economies could ease somewhat, it will remain high and ensure that for a prolonged period we will see a continuation of the restrictive monetary policy and the...
Analysts expect no change in MNB interest rates tomorrow
HUNGARY · In Brief · 19 Dec 2022
The Monetary Council is scheduled to hold its last regular rate-setting meeting tomorrow. According to Portfolio.hu's poll, analyst are unanimously betting on no change in interest rates - the 18% O/N depo, the 13% base rate, and the 12.5-25% interest rate corridor. (For sure, the O/N depo rate i...
Core inflation accelerates, with higher service inflation
ISRAEL · Report · 19 Dec 2022
1. November’s inflation print reflects accelerating core inflation, especially in the service sectors. 2. We currently expect a 0.5% rate hike on January 2nd, with inflation accelerating and growth fairly steady. 3. The goods and services accounts reflect a shrinking surplus since the begin...
South Africa's ANC Elects its Top Leadership for the Next Five Years
SOUTH AFRICA · In Brief · 19 Dec 2022
During a highly contested and tense Elective Congress over the past three days, the ANC elected its top leadership who will lead the Party to the next National Elections of 2024. Most importantly, in a much welcome vote of confidence in Ramapaphosa's reform, President Cyril Ramaphosa was re-elect...
Core inflation accelerates with higher service inflation
ISRAEL · In Brief · 18 Dec 2022
19.12.22 Core inflation accelerates to 5.3% Inflation in November was in line with expectations but the underlying trends remain worrisome. Core inflation accelerated to 5.3% y/y from 5.0% in October, with rental prices (OER) up 5.9% from 5.6%. Other services also accelerated. Housing purchase pr...
Intense Russian bombardment as Putin meets army chiefs
RUSSIA / FSU POLITICS · In Brief · 17 Dec 2022
On December 17 Russian missiles rained down on Kyiv, Kharkiv, Poltava and other cities. Ukraine says 40 missiles were fired at Kyiv and 37 were shot down. Ukraine is happy about its increasingly sophisticated air defense. Nonetheless it cannot stop all missiles and drones. Russia was attacking en...
Russian diplomat in Africa injured by letter bomb
RUSSIA / FSU POLITICS · In Brief · 17 Dec 2022
On December 16 a letter bomb in Central African Republic (CAR) wounded the head of the Russian cultural center. The letter addressed to him said, ''It was from all the French: the Russians to get out of Africa.'' The diplomat had already received death threats. The head of the Wagner mercenary gr...
GULF WEEKLY: Gulf mirrors Fed hike, UAE and Qatar surpluses in Q3, strong Saudi Q3 growth
GULF COUNTRIES · Report · 16 Dec 2022
A skimmable summary overlaid with our analysis and links. Headlines: * Oil rebounds partially as IEA lifts 2023 demand forecast. * All Gulf states bar Kuwait mirrored the Fed’s 50bp hike. * China faced criticism from long-time ally Iran for appearing to favor Gulf states. * Saudi non-oil GD...
Cortizo announces the intervention of the government in the commercial operations of Minera Panama, stopping production without a timetable to resume sales
PANAMA · In Brief · 16 Dec 2022
The Cabinet approved yesterday Resolution 144 that instructed three Ministers (Labor, Environment, and Commerce) to intervene in the operations and commercialization of copper mining in northern Panama after the failed renegotiation of the existing contract between Minera Panama (a subsidiary of ...
It’s Only the Beginning
VENEZUELA · Report · 16 Dec 2022
After the November 26 signing by Nicolás Maduro government and the delegation of the Unitary Platform their humanitarian agreement, heated rhetoric fills the air. The parties seem not to have the will or sense of urgency needed to move forward in the process. Although talks continue in Caracas...
Kazakhstan macro: The reality may look somewhat better than statistics show
KAZAKHSTAN · Report · 16 Dec 2022
Despite several shocks, as well as elevated and uneven inflation, the Kazakh economy has performed relatively well, having weathered mini-storms associated with scheduled maintenance work on the country’s two main oilfields and problems with the CPC. At a glance, it looks as though in November, t...