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Events
Databanks
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Argentina databank May 13 -
Brazil Economics databank May 19
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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
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 ...
Inflation accelerates in September, prompting the National Bank to raise rates
KAZAKHSTAN · In Brief · 05 Oct 2022
Kazakhstan’s Bureau of National Statistics reported that inflation reached 1.8% m-o-m, 15.4% YTD, and 17.7% y-o-y in September. Even though the September figure was higher than expected, price increases differed across segments of the consumption basket. Food items became more expensive by 1.2% m...
Russia moves nukes in a warning to the West
RUSSIA / FSU POLITICS · In Brief · 04 Oct 2022
Western analysts said on October 3 that Russia has moved nuclear-capable assets. On September 30 the US Pentagon said it had not observed any movements of Russian nuclear forces. The US was fairly relaxed about Russian nuclear rhetoric. On October 2 an Italian newspaper reported that NATO observe...
Ukrainian forces gain more land in the South and North
UKRAINE · In Brief · 04 Oct 2022
Ukrainian forces keep advancing fast. Over the recent days there was substantial progress in the South near Kherson. Also the Ukrainian army continues to advance in the Luhansk area after retaking Lyman. Near Kherson Ukrainian forces managed to break the frontline a few days ago along the Dnipro ...
Russian macro: economy challenged by geopolitics and deteriorating demographics
RUSSIA ECONOMICS · Report · 04 Oct 2022
According to Rosstat, the output of the five basic sectors (industry, agriculture, construction, trade, and transport) in 8M22 was down y-o-y by 1.8% and 0.4% in August and 8M22, therefore, indicating that the economy was heading to moderate conduction in 2022 as a whole. In the current geopoliti...
Not much is going according to his plan
VENEZUELA · Report · 04 Oct 2022
Good news is in short supply for an economic policy framework reliant on restoring confidence in Maduro and his team’s capacity to a keep a tight grip on national affairs. The odds that the year will end on an optimistic note are deteriorating. The sharp bolivar sell-off that occurred in Augus...
The parties will begin to position themselves ahead of the runoff round, the president of the Caixa will give an interview about Auxílio Brasil today, and at least five polls on the presidential election will be published this week
BRAZIL POLITICS · Report · 04 Oct 2022
The PDT is expected to support Lula. The Cidadania, which supported Simone Tebet's candidacy for the Planalto Palace, has already signaled its support for Lula. Former President of the PSDB and Senator Tasso Jereissati (CE) declared his support for the PT candidate yesterday, October 3. The payme...
The future of China after the 20th Party Conference
CHINA ADVISORY · Report · 04 Oct 2022
The Party conference on October 16 is likely to solidify Xi Jinping’s power. How much power will depend on who is appointed to senior positions. It is important to watch closely whether younger potential successors are named to the standing committee and other related positions. The degree of Xi’...
Essential CIS Politics: October 2022
RUSSIA / FSU POLITICS · Report · 04 Oct 2022
• Russia has ordered at least 300,000 reservists to be mobilized. Flights to Serbia, Armenia, Azerbaijan, Kazakhstan, Georgia, the UAE, Kyrgyzstan, Uzbekistan and Tajikistan, countries Russians can enter without a visa, sold out quickly after the announcement. Many young men are desperate to go ...
Important news for the forint: deferred payment agreed with Russia on gas imports
HUNGARY · In Brief · 04 Oct 2022
The following was announced by Economy Minister Márton Nagy yesterday, causing the forint to strengthen in late trade and this morning. Hungary and Russia agreed that for all natural gas imported by Hungary in the six months between October and March 2023, payments will be deferred for the portio...
Three Market Brief-“lets” in one: Table of Six, Halkbank case and natural gas from Russia
TURKEY · In Brief · 03 Oct 2022 · 1 response
Depending on one’s predisposition towards living dangerously, waking up in Turkey could be a joyful occasion or a nightmare. There is certainly a lot going on, which I try to briefly analyze in this market brief. In a nutshell, the leaders’ summit of the main opposition alliance, Table of Six, un...
Synthesis of the Brazilian Economy
BRAZIL ECONOMICS · Report · 03 Oct 2022
ELECTIONS IN BRAZIL, GLOBAL DECELERATION AND A SEEMINGLY INTRACTABLE WAR – Despite the campaign urging protest votes in favor of Lula, the result of 48.4% for Lula and 43.2% for Bolsonaro provided definition of the second round, on October 30th. The votes for Simone Tebet (4.2%) and Ciro Gomes (3...
Politics: AMLO caught in the crossfire between the Army, prosecutors and the families of the disappeared
MEXICO · Report · 03 Oct 2022
The events of a September eight eight years ago in which 43 protesting students were hunted down, abducted and murdered in and around Iguala, Guerrero, has emerged as a major point of contention pitting the presidency, the country’s Armed Forces and the Office of the Attorney General (FGR) agains...
Russia political/pandemic update: raising the stakes beyond the point of no return
RUSSIA ECONOMICS · Report · 03 Oct 2022
September appeared to be another very peculiar month in Russia as after seven months, the country’s “military operation” in Ukraine abruptly turned into something very different when partial mobilization was announced and the country’s authorities recognized the Donbas region together with some n...