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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
Difficult CIS summit for Russia, CSTO role examined
RUSSIA / FSU POLITICS · In Brief · 16 Oct 2022
On October 14, the CIS leaders’ summit started in Kazakhstan. It proved to be a testing summit for Russia, mainly on account of regional questions around security and hierarchies. Also within the CIS are the six nations that make up the Collective Security Treaty Organization. The CSTO alliance i...
First Russian draftees killed in Ukraine
RUSSIA / FSU POLITICS · In Brief · 15 Oct 2022
On October 14 it was reported that some of those conscripted in September 2022 were killed 10 days after mobilization. Some of those drafted have been lawyers which is unusual. Those drafted are usually working class. Very few Muscovites have been drafted. Draftees are often from impoverished reg...
September’s CPI comes in above expectations
ISRAEL · In Brief · 14 Oct 2022
September’s CPI comes in above expectations Inflation in September increased by 0.2% m/m (expectations were for 0.1% while some local forecasters were expecting zero) and 4.6% y/y (similar to last month). Core inflation increased by 4.7% y/y in the past three months. Housing rental prices (OER) i...
GULF WEEKLY: GCC votes against annexation, oil demand revised down, Iraq picks president
GULF COUNTRIES · Report · 14 Oct 2022
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC, IEA and EIA all revised down 2023 demand growth, and oil softened from last week’s surge. * Our analysis of the updated OPEC supply projections implies relatively flat quotas in 2023. * The US had offered to set a $...
Bolsonaro will be in Minas Gerais and Rio, Lula will be in Pernambuco, and the first presidential debate will be held on Sunday
BRAZIL POLITICS · Report · 14 Oct 2022
Bolsonaro will participate in a parade in Duque de Caxias (RJ) in the morning. In the afternoon, he will meet with the mayors of the state of Minas and the re-elected governor of Minas, Romeu Zema (Novo), in Belo Horizonte. Lula (PT) is still in the Northeast. He will be in Pernambuco today, wher...
NATO providing air defense to Ukraine
RUSSIA / FSU POLITICS · In Brief · 14 Oct 2022
On October 13 it was reported that US and its allies are rapidly giving air defense systems to Ukraine. The recent spate of Russian missile attacks has prompted this. The attacks killed 20 Ukrainian civilians and damaged infrastructure. Ukraine claimed to have shot down almost half of the Russian...
The MNB took action to stabilise the forint this morning
HUNGARY · In Brief · 14 Oct 2022
The Monetary Council announced early this morning a series of actions, with a view to stabilising the forint after a 6% slide against the euro since the Council's previous communications on September 27. The following measures were announced, with immediate effect: - The Bank's O/N credit rate wa...
Xi Jinping’s tough choices in the chip wars
CHINA ADVISORY · Report · 14 Oct 2022
I was very interested to read opposing analyses of the impact of the new U.S. policy toward the export of semiconductor and artificial intelligence technology to China — both from former Department of Defense analysts. One was from Gregory Allen, a CSIS analyst, and former Director of Strategy an...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 14 Oct 2022
Sep 30 S&P: The agency has upgraded the long-term ratings of KazTransOil from "BB" to "BB+" Oct 3 Bureau of National Statistics: CPI in Kazakhstan in September 2022 grew 1.8% m-o-m and 17.7% y-o-y Oct 4 National bank: The regulator postponed the date of the announcement of the decision on the bas...
Russian Governor of Kherson asks for civilians to be evacuated
RUSSIA / FSU POLITICS · In Brief · 13 Oct 2022
On October 13 the Moscow-appointed official said he needs help moving civilians out as the Ukrainian Army is advancing. He said this on his Telegram channel, which suggests rising desperation. Vladimir Saldo complained about Ukrainian missile strikes. The Russian Army is fighting in Kherson. Ther...
Over the holiday Lula went to the Southeast and Northeast while Bolsonaro stayed in the Southeast, the latest poll shows signs of a stable electoral scenario, and the STJ will decide whether to suspend Alagoas Governor Paulo Dantas
BRAZIL POLITICS · Report · 13 Oct 2022
Former President Lula was in Rio de Janeiro alongside Eduardo Paes. Then, he went to Salvador, Bahia. The PT's candidate Jerônimo Rodrigues is in the runoff round against ACM Neto (União Brasil) in the gubernatorial election in Bahia. Jair Bolsonaro went to Minas Gerais, where he participated in ...
The budget was in surplus in 9M22, but turning into a deficit in 2022 as a whole amid soaring expenditures
RUSSIA ECONOMICS · In Brief · 12 Oct 2022
The Ministry of Finance reported that the federal budget posted a small surplus in 9M22 (around R55 bn). However, an expected deficit in 4Q will significantly overlap this surplus as expenditures are to soar. According to the initial budget version, the government planned to spend R23.7trln, whil...
Stabilization is getting tougher
VENEZUELA · Report · 12 Oct 2022
For the second time this year, at 12 percent, the monthly inflation rate hit double digits. The first time was in August, the month of exchange-rate turbulence that took inflation to 16 percent. Even though the dollar appreciated against the bolivar by a mere 1.8 percent in September compared wit...
Interest rate on the MNB's 2-month deposit instrument rose moderately at today's tender
HUNGARY · In Brief · 12 Oct 2022
The MNB held its second weekly tender for its new 2-month deposit instrument today. The actual tenor of the depos will be shorter than two months, as the new placements will mature on December 1, the same way as the similar deposits made by banks a week ago. Banks handed in bids for HUF522bn, of ...
Review of the most recent cabinet changes
ARGENTINA · Report · 12 Oct 2022
President Alberto Fernandez announced on Monday three cabinet changes, for the ministries of Labor, Social Development, and Women and Gender Equality. Of the three, the most significant cabinet changes were undoubtedly those of Labor and Social Development. The newcomers will have to endure a com...