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Events
Databanks
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Argentina databank May 19 -
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
Russia voted off UN aviation agency
RUSSIA / FSU POLITICS · In Brief · 02 Oct 2022
On October 1 the decision was made at the International Civil Aviation Organization (ICAO). This is a diplomatic defeat for Russia. 36 countries are on the ICAO. Russia closed its airspace to airlines from 36 countries including all EU countries in February 2022. These 36 countries banned Russia...
Ukrainian forces retake lands amid Putin's announcing annexations
UKRAINE · In Brief · 01 Oct 2022
On the day Vladimir Putin was announcing the annexation of occupied territories Ukrainian forces completed the total encirclement of the Russian grouping in Lyman (nearly 5000 soldiers). This grouping is not big but it includes the most motivated and best trained soldiers Russians have in this ar...
Putin declares that four Ukrainian districts are Russian
RUSSIA / FSU POLITICS · In Brief · 01 Oct 2022
On September 30 Putin addressed the nation live from the Kremlin. The Russian-appointed heads of the four occupied Russian districts were present. Putin proclaimed the absorption of Kherson, Zaporizhzhia, Donetsk and Luhansk into Russia. He signed a decree to integrate them into the Russian Feder...
SAUDI ARABIA: Pre-budget statement sees 2022 spending up 9% y/y but a 2.3% of GDP surplus
GULF COUNTRIES · In Brief · 30 Sep 2022 · 1 response
The pre-budget statement was published late on Friday evening Riyadh-time (MoF). The final budget, out in December, typically sticks with the expenditure allocation used in this statement but adjusts the revenue estimate in line with the oil outlook at the time. KSA has been producing these state...
GULF WEEKLY: Kuwaiti opposition wins election, MBZ visits Oman, MBS becomes PM, Bahrain GDP
GULF COUNTRIES · Report · 30 Sep 2022 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * Oil recovered to $86 amidst hints that OPEC+ might cut production substantially next week. * PIF is moving ahead with its green bond issuance, disclosing details of its assets in a prospectus. * MBS was promoted to prime ...
Argentina: walking a tightrope
ARGENTINA · Report · 30 Sep 2022
The recent staff-level agreement Argentina reached with the IMF on the 2Q review, under the Extended Fund Facility arrangement, was not surprising. This staff-level agreement lays the way for the formal approval of the IMF´s board of directors (expected to meet on October 7) and with it, the thir...
Webinar Replay - Mexico: Polls and Policies
MEXICO · Report · 30 Sep 2022
Get insight into Mexico's economic and political outlook with the replay of our webinar featuring Mauricio González and Guillermo Valdes discussing Mexico's 2023 budget and economic plan and the latest GEA-Isa political proprietary poll.
The monetary policy and exchange rate situation
INDIA · Report · 30 Sep 2022
The export boom of 2020 and 2021 came to a halt in early 2022. Discounted crude oil from Russia has helped keep down the cost of importing crude oil. Inflation that exceeds the target of 4% remains a problem. Rupee depreciation will pass through into a small increase in inflation. The trailing P/...
Bi-weekly Economic News Summary
KAZAKHSTAN · In Brief · 30 Sep 2022
Sep 15 Bureau of National Statistics: Kazakhstan’s industrial production grew by 2.5% y-o-y in 8M22 Sep 16 Parliament: The Parliament of Kazakhstan unanimously adopted amendments to the Constitution on a one-time 7-year presidency and renaming of the capital Bureau of National Statistics: Agricul...
The MNB will pay a spread over the base rate on longer-term deposits to banks
HUNGARY · In Brief · 29 Sep 2022
This afternoon, Mr. Virág of the MNB spoke to analysts online, explaining mainly how the Bank's new sterilisation instruments will be used, and also on what basis the Monetary Council has decided to end their year-long series of interest rate hikes. The latter part was pretty much a repetition of...
Recovery slows amid weakening global economy
CHINA · Report · 29 Sep 2022
Growth strengthened, but only slightly. In August, industrial output rose 4.2% y/y, up 0.4 pps, lifting overall January-August growth to 3.6%, up 0.1 pps. Investment rose 5.8% y/y in January-August, up 0.1 pps. The August growth rate was 6.4% y/y, up 2.8 pps. Real estate investment growth rate fe...
Growth outlook mixed, amid fiscal woes
CENTRAL AMERICA · Report · 29 Sep 2022
El Salvador’s post-pandemic economic rebound was robust in 2021, but was truncated by adverse international factors, mainly the global economic consequences of the Russia-Ukraine conflict, as well as persisting distortions on global supply chains. Consequently, economic growth this and next year ...
Referendums in east Ukraine said to show pro-Russia result
RUSSIA / FSU POLITICS · In Brief · 29 Sep 2022
On September 28 officials in four Russian occupied districts of Ukraine announced the results of their referendums. They showed an average of 96% in favor of fusion with Russia. The districts are Zaporizhzhia, Donetsk, Luhansk and Kherson. However, Russia controls only half of Donetsk. The capita...
The presidential debate will be held today at 10:30 p.m, Bolsonaro’s party published an unofficial audit for electoral process that only 5% of the security issues were covered by the TSE, & the latest polls shows Lula is 10 points ahead of Bolsonaro
BRAZIL POLITICS · Report · 29 Sep 2022
TV Globo will be holding a debate between the presidential candidates today, at 10:30 p.m. It is the last major event before the first round, which takes place on Sunday (2). After the debate, Lula will attend political events on Friday in three key states. Yesterday, the PL published the results...
The economy continued to successfully adapt in August, but regular shocks may cause serious damage
RUSSIA ECONOMICS · In Brief · 29 Sep 2022
Rosstat reported that in 8M22, the output of the five basic sectors (industry, agriculture, construction, trade, transport) was down y-o-y by a mere 1.8% and 0.4% in August and 8M22, therefore, indicating that the economy was heading to moderate conduction in 2022 as a whole. Industrial output wa...