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Events
Databanks
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Argentina databank Nov 12 -
Brazil Economics databank Sep 15
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Central America databank Oct 29
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Chile databank Oct 29
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China databank Mar 21
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Colombia databank Nov 6
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Dominican Republic databank Oct 21
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Ecuador databank Oct 23
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Gulf Countries databank Nov 7
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Hungary databank Oct 17
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India databank Jun 26
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Mexico databank Oct 21
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Panama databank Nov 12
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Peru databank Nov 4
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Philippines databank Nov 7
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Poland databank Nov 3
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Russia Economics databank Oct 16
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South Africa databank Nov 3
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Turkey databank Oct 27
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Ukraine databank Nov 10
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Venezuela databank Nov 3
NEWS FLASH
UPCOMING WEBINAR - CHILE ELECTION BRIEFING: AFTER THE GENERAL ELECTIONS...
COUNTRY INSIGHTS
Israel Governor signals conditions are ready for a rate cut, provided October CPI and Q3 growth remain moderate
ISRAEL · In Brief · 06 Nov 2025
Bank of Israel Governor Amir Yaron hinted at a possible interest-rate cut ahead of the bank’s November 24 decision. Speaking at a conference on Tuesday, he said the September CPI, which fell by 0.6%, was “a step in the right direction.” Yaron noted that the shekel’s appreciation and the expected ...
Foreign and institutional investors sold FX in Q3, supporting the shekel’s appreciation
ISRAEL · In Brief · 06 Nov 2025
The shekel continued to strengthen in the third quarter, appreciating by 2.0% against the U.S. dollar and 1.9% against the euro, following sharp gains of 9.3% and 1.5% in Q2, respectively. The appreciation reflected a decline in Israel’s risk premium and improved investor sentiment after Operatio...
Industry and retail sales all remained normal in September
HUNGARY · In Brief · 06 Nov 2025
The preliminary Q3 GDP growth data was reported already a week ago (0% qoq, +0.6% yoy), but the September monthly industry and retail sales numbers are still something to be noticed, at least as a matter of regular housekeeping. Industrial output grew 1.3% mom and fell 1.7% yoy in volume terms, s...
The Senate concluded the vote on the income tax exemption bill, the House approved the bill that establishes a tax on streaming services, and Justice Moraes requested a review of the case on the Elderly Statute
BRAZIL POLITICS · Report · 06 Nov 2025
The Senate yesterday concluded the vote on the bill that grants an income tax exemption for individuals earning up to R$5,000 per month. Since no changes were made to the version approved by the Lower House, the bill will proceed directly for presidential sanction. The Lower House completed the v...
One step closer
BRAZIL ECONOMICS · Report · 06 Nov 2025
There was no surprise regarding the Copom’s decision to keep the Selic rate at its current level of 15% per year, nor were there major changes in the language of the statement that followed the meeting, despite some progress in two (perhaps three) of the dimensions previously emphasized by the Ce...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 06 Nov 2025
The FX market remains steady despite the latest sanctions. Investors anticipate no significant changes in FX flows until November 21, when all operations with the two newly sanctioned Russian oil majors must be finalized. Some impact is expected toward the year's end, as increased discounts on Ru...
The road to darkness
COLOMBIA · Report · 05 Nov 2025
Witnessing U.S. President Donald Trump accuse President Gustavo Petro of being an “illegal drug trafficker,” and Petro retort that he should help depose Trump, we might wonder – as a former Colombian president did in the early 1960s, at a minister’s suggestion that Colombia declare war on the Uni...
Senator Contarato will chair the CPI on Organized Crime, Justice Gallotti of the TSE voted to revoke the mandate of the Governor of Rio, and the Central Bank should announce the updated benchmark interest rate (Selic)
BRAZIL POLITICS · Report · 05 Nov 2025
Senator Fabiano Contarato (PT-ES) will chair the Parliamentary Committee of Inquiry (CPI) set up to investigate organized crime. He was elected by the committee members yesterday, November 4, during its first meeting. Senator Alessandro Vieira (MDB-SE) will serve as rapporteur. Yesterday, Justice...
Navigating an oil glut: Fiscal and rating risks for the Gulf—Slide presentation and webinar replay
GULF COUNTRIES · Presentation · 05 Nov 2025
What's next for the GCC in an environment of low oil prices but tight spreads? How will OPEC+ navigate market concerns about an oil supply glut? How are diversification efforts progressing? Can Gulf states keep their deficits and borrowing in check? Which ratings might change? While some politica...
The STF has scheduled the trial on whether to indict Congressman Eduardo Bolsonaro, Senator Calheiros will present his report on the income tax exemption bill, and the CPI on Organized Crime should be installed today
BRAZIL POLITICS · Report · 04 Nov 2025
The First Panel of the Supreme Federal Court (STF) has scheduled for November 14 the start of the virtual trial to decide whether to accept or reject the indictment filed by the Office of the Prosecutor General (PGR) against Federal Congressman Eduardo Bolsonaro (PL-SP) for his alleged actions su...
Macroeconomic and geopolitical developments, forecast update – Weekly report, November 3, 2025
ISRAEL · Forecast · 04 Nov 2025
Israel enters November in a fragile but stabilizing environment. While the ceasefire with Hamas remains largely intact, negotiations toward Phase II of the Gaza arrangement have stalled, leaving uncertainty in the near term over the Gaza front and future regional arrangements. Economic data f...
Economics: A sputtering economy and a complex public finance outlook as the monetary policy spread narrows
MEXICO · Report · 03 Nov 2025
Data released in October shows the economy continues to spiral downward under the weight of declining productive investment and private consumption. The same weakness is reflected in the labor market, with declining numbers of formal sector jobs being somewhat offset by more people finding inform...
The Rio police operation remobilizes the right and other weekly topics
BRAZIL POLITICS · Report · 03 Nov 2025
The COP 30 Leaders’ Summit will take place in Belém on Thursday and Friday. Senate President Davi Alcolumbre has scheduled for this Tuesday, November 4, the installation of the Parliamentary Committee of Inquiry (CPI) that will investigate organized crime in Brazil. The Senate may also vote on th...
Politics: PAN at the crossroads, seeking better fortunes with a relaunch and a new face, identity, and organizational style
MEXICO · Report · 03 Nov 2025
Mexico’s largest opposition political party — the PAN —appears to be realizing that it is in an existential crisis and needs a major shakeup, overhaul, and new identity. The evidence is overwhelming: party membership is down to 200,000, which contrasts with Morena’s campaign for 10 million new af...
Trade talks and fourth plenum end with a whimper
CHINA ADVISORY · Report · 03 Nov 2025
Two important meetings—on China’s five-year plan and between Xi and Trump—have ended not with a bang but a whimper. Trump retrenched to pre-tariff trade agreements but there were no long-term structural changes or solutions to the underlying conflicts. Meanwhile, China’s Central Committee met for...