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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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Ecuador databank Apr 22
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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
Lula met with the presidents of the House, Senate, and STF, the Transition PEC was discussed, and Lula said he will start announcing the members of his ministerial team after the COP27
BRAZIL POLITICS · Report · 10 Nov 2022
This was Lula’s first meeting with the heads of the two other branches of government since his election. Lula intends to signal the start of a harmonious relationship between the three branches. Some members of Congress who participated in the meetings gave statements about the total amount of fu...
Surprise 3Q GDP growth
PHILIPPINES · In Brief · 10 Nov 2022
GDP grew 7.6% in 3Q, much faster than the 6.1% median forecast of analysts. The seasonally adjusted figures showed GDP growing 2.9% over 2Q, its strongest since 4Q last year and a reversal from the slight dip in 2Q. 3Q performance reveals that the economy continued to benefit from the removal of ...
Inflationary pressure remains low so far
RUSSIA ECONOMICS · In Brief · 10 Nov 2022
Rosstat reported that inflation in October was 0.18% m-o-m which brought inflation YTD and y-o-y to 10.66% and 12.63%. The final inflation in October calculated on a broad consumption basket appeared a bit lower than whet Rosstat reported a few days earlier having provided an estimated based on a...
Russia to withdraw from Kherson
RUSSIA / FSU POLITICS · In Brief · 09 Nov 2022
On November 9 the Defense Minister said he was ordering his soldiers to leave the west bank of the River Dnipro. The Ukrainians have been advancing constantly but very slowly since August 2022. The Defense Minister made a TV broadcast to say it was impossible to supply troops on the west bank of ...
Russians claim troops are leaving Kherson but this might be a trap
UKRAINE · In Brief · 09 Nov 2022
Today in the morning there were stingy reports about Ukrainian forces taking Snihurivka, a critical stronghold of Russian frontline to the North of Kherson. Heavy fights for Snihurivka have lasted for several months. We do not know what happened whether Russians just withdrew or Ukrainian forces ...
Lula scheduled to meet with Lira, Pacheco, and Weber today, the Transition PEC should be outlined after the meetings, and the TCU rejected a request to suspend the payment of Petrobras’s dividends
BRAZIL POLITICS · Report · 09 Nov 2022
Lula will have meetings with the presidents of the House, Arthur Lira (PP-AL), the Senate, Rodrigo Pacheco (PSD-MG), and the Supreme Federal Court, Minister Rosa Weber. The meeting with Lira is scheduled for 10 a.m. He should meet with Pacheco at 1 p.m., and with Rosa Weber at 4 p.m. Lula will on...
October CPI-inflation still shows acceleration, though less steep than in previous months
HUNGARY · In Brief · 09 Nov 2022
Figures for the headline rate were 2% mom, 21.1% yoy, the latter up from 20.1% in September, and above the 20.7% yoy median expectation of analysts asked in Portfolio.hu's poll. Core inflation rose to 22.3% yoy from the previous 20.7% yoy, on a 2.2% mom rise in October. Household energy rose by 6...
The government will be unable to reduce inflation or accumulate foreign reserves
ARGENTINA · Report · 08 Nov 2022
The rate of inflation persists above 6% per month, and the government has no effective tools to bring it down. In the past, the tools used to fight inflation were, alternatively, the exchange rate, freezing utility prices, containing nominal wage rises, and increasing interest rates (or quantitat...
The Transition PEC should be outlined tomorrow, Lula is expected to meet with Lira, Pacheco and Weber tomorrow, and the demonstrations against the results of the election should gradually lose strength
BRAZIL POLITICS · Report · 08 Nov 2022
The decision regarding the text of the Transition Constitutional Amendment Proposal (PEC), scheduled for Tuesday, was postponed to Wednesday. The PT leader in the House, re-elected Deputy Reginaldo Lopes (MG), stated that he believes the Transition PEC is the beginning of a debate on combining fi...
Economy minister suggests growth and inflation is stronger than generally expected
HUNGARY · In Brief · 08 Nov 2022 · 1 response
The macro news for today is economy minister Nagy's statement that GDP growth will likely reach a positive 4% yoy in Q3 and remain slightly positive in Q4, implying average growth of 4.5% for 2022. In addition, CPI-inflation is likely to go further up substantially in the coming months, to around...
Putin's chef admits interfering in US elections
RUSSIA / FSU POLITICS · In Brief · 08 Nov 2022
On November 7 Yevgeny Prigozhin finally admitted what he had denied for years: that he interfered in US elections. Prigozhin is very close to Putin and is under sanctions from the US and EU. He vowed to continue to ''interfere...carefully, surgically and precisely.'' The Russian Government has de...
Politics: AMLO shifts focus from public security to political reform and presidential hopefuls
MEXICO · Report · 07 Nov 2022
With his militarization of public security measures having already passed Congress and well on their way to final ratification, President López Obrador has been free to focus on the next phases of his strategy to ensure that his Morena party will retain its hold on the National Palace following t...
Economics: Surprisingly strong 3Q results bode well for 2022, although methodological doubts remain
MEXICO · Report · 07 Nov 2022
The most recent broad readings of economic activity in Mexico proved to be much stronger than had been expected. Inegi’s preliminary estimate of third quarter GDP showed the economy expanding an annual 4.3% according to seasonally adjusted data. The IGAE monthly GDP proxy for August showed a 4.2%...
Approval of Hungary's CAP plan by the EU Commission is an important step forward but no game changer
HUNGARY · In Brief · 07 Nov 2022
The news came today that the EU Commission had approved Hungary's plan to use its €8.4bn grant quota under the Common Agricultural Policy (CAP) section of the new 7-year EU budget. This is an important step forward, as previously no parts of Hungary's utilisation plan for the new budget and the R...
Challenges in assembling the new government and other weekly topics
BRAZIL POLITICS · Report · 07 Nov 2022
The government transition team will be installed under the coordination of future Vice President Geraldo Alckmin (PSB). President-elect Lula (PT) will have meetings with the presidents of the House, Arthur Lira (PP), the Senate, Rodrigo Pacheco (PSD), and the STF, Rosa Weber. The Transition PEC w...