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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
GULF WEEKLY: Oil surges on OPEC+ cuts, Kuwait’s cabinet resigns in a day, PIF issues green bonds, Yemen ceasefire ends
GULF COUNTRIES · Report · 07 Oct 2022
A skimmable summary overlaid with our analysis and links. Headlines: * Oil is surging after the dramatic OPEC+ cuts, which could push the market into deficit in November. * There is fury in the US at Saudi Arabia and the UAE, but little retaliatory action seems viable. * The Yemen ceasefire ...
UN Human Rights Council to monitor Russia
RUSSIA / FSU POLITICS · In Brief · 07 Oct 2022
On October 7 the decision was made by a vote. This is the first time that the UNHRC has monitored Russia. There are 47 countries on the council. A special rapporteur will be sent to Russia. He or she will monitor Russia for a year. 17 voted for the resolution, 24 abstained and six countries voted...
This week was all about gaining support for the runoff round, electoral advertisements on TV and radio resume today, and there is a bill in the House that makes legislation on polling institutes stricter
BRAZIL POLITICS · Report · 07 Oct 2022
President Jair Bolsonaro received support from the Governor of Rio de Janeiro, Cláudio Castro; of São Paulo, Rodrigo Garcia' of Minas Gerais, Romeu Zema; and of Goiás, Ronaldo Caiado. Former President Lula received support from PSD senators, as well as economists responsible for creating the Real...
Webinar replay: Brazil elections – What we learned from the first round
BRAZIL POLITICS · Report · 07 Oct 2022 · 1 response
Get insight into Brazil's crucial 2022 general election. Visit our calendar page to watch the replay of "Brazil elections – What we learned from the first round" featuring Lucas de Aragão discussing the results from the first round and what they mean for Brazil's outlook.
Business sector growth expectations soften
ISRAEL · Report · 07 Oct 2022
1. Monetary tightening continued, with the BoI increasingly concerned over “broad-based” inflation. 2. Business sector activity remained strong in September but future expectations have softened. 3. Wage growth appears concentrated in accommodation and food services.
Business sector expectations soften
ISRAEL · In Brief · 07 Oct 2022
Business sector expectations soften The Business Sector Tendency Survey is the closest indicator Israel has to PMIs (especially for non-manufacturing). The present economic situation component remained steady and strong (net balance of 26.5 in September following 26.6 last month). We prefer to lo...
Ukraine moving forward as Russian draftees reach the front.
RUSSIA / FSU POLITICS · In Brief · 06 Oct 2022
On October 5 the Kremlin claimed ''we are working on the assumption that the situation will stabilize'' after a few days of admitting that Russia was being pushed back. Russia is trying to deal with worries that the Ukrainians will make a major breakthrough. Ukraine gained ground in both the sout...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 06 Oct 2022
Domestic financial markets were hit by the announcement of partial mobilization in the second half of October and remained under pressure in the aftermath of the decision to recognize the results of referendums held in Donbas and neighboring areas and incorporate them in Russia. The Western count...
Polls on the runoff round have already been published, Senator Marcos do Val has gathered enough signatures to open a CPI on the polling institutes, and the next presidential debate will be held on October 21
BRAZIL POLITICS · Report · 06 Oct 2022
A new PoderData poll on the presidential election was published. According to the poll, former President Lula has 52% of the valid votes and President Jair Bolsonaro has 48% — a gap of only four percentage points. Yesterday, Senator Marcos do Val (Podes-ES) said that he had gathered 29 signatures...
The Head of the Central Bank Kyrylo Shevchenko resigns amid corruption charges filed
UKRAINE · In Brief · 06 Oct 2022
On October 4th late in the evening there came out shocking news. The Head of the NBU Kyrylo Shevchenko decided to resign "due to health reasons". This move was really surprising and rumors spread that the Chief of Staff Andriy Yermak finally managed to promote for this post his protégé Andriy Pys...
Gulf states will bear almost all the OPEC+ cut in November, reducing their output by -5%
GULF COUNTRIES · Report · 05 Oct 2022
• The true cut will be less than half the stated 2m, given underproduction by most OPEC+ members. • Still, this will push the oil market into a deficit of about -1m b/d in Q4, according to OPEC's most recent published forecasts. • The Gulf states will cut by -5% m/m but this could be offset by ...
MNB accepted a very large amount of 2-month deposits over BUBOR
HUNGARY · In Brief · 05 Oct 2022
A 2-month deposit tender, the first of its kind, was held by the MNB today. The Bank accepted HUF2093bn of bids on this occasion, a very large amount compared to the roughly HUF10000bn of total banking sector liquidity. Some domestic sources regarded this amount as surprisingly big. But pricing i...
September inflation climbs to 6.9%
PHILIPPINES · In Brief · 05 Oct 2022
Local prices continued to increase in September, climbing 0.4% mom and 6.9% yoy. The headline rate itself is unsurprising, falling within the BSP’s 6.6% to 7.4% forecast for the month. Fish, sugar and flour-based products were the main contributors to food price inflation while electricity prices...
Ciro Gomes and Simone Tebet will support Lula’s candidacy, Bolsonaro should be supported by Sergio Moro and Romeu Zema, and free electoral advertisements on TV and radio will resume on Friday
BRAZIL POLITICS · Report · 05 Oct 2022
Ciro Gomes will follow the PDT's decision and support Lula. The Cidadania and Senator Simone Tebet will also support Lula. Jair Bolsonaro received support from Romeu Zema and Rodrigo Garcia. He also received support from Sérgio Moro. Bolsonaro said that the former judge "revealed the extent of co...
September's headlines: Q2 macroeconomic results, Odebrecht and the ILO pension evaluation
PANAMA · Report · 05 Oct 2022
September's headlines were judicial and financial: (1) the end of the Odebrecht preliminary hearing and its possible outcome next year; and (2) the much-anticipated ILO evaluation of the financial conundrum of the defined benefits pension program (SEDB) administered by the Social Security Agency ...