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Events
Databanks
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Argentina databank Mar 28 -
Brazil Economics databank Apr 17
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Central America databank Apr 2
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Chile databank Apr 4
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China databank Mar 21
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Colombia databank Apr 3
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Dominican Republic databank Apr 15
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Ecuador databank Apr 22
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Gulf Countries databank Apr 19
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Hungary databank Apr 18
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India databank Apr 22
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Mexico databank Mar 28
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Panama databank Feb 2
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Peru databank Mar 27
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Philippines databank Apr 8
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Russia Economics databank Apr 11
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South Africa databank Apr 8
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Turkey databank Mar 6
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Ukraine databank Feb 12
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Uruguay databank Mar 27
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Venezuela databank Apr 3
NEWS FLASH
UPCOMING WEBINAR - TURKEY: FUNDAMENTAL CHANGE OR BUSINESS AS USUAL?...
COUNTRY INSIGHTS
Georgian ex-president close to death on hunger strike
RUSSIA / FSU POLITICS · In Brief · 21 Nov 2021
Mikheil Saakashvili has been refusing to eat for 50 days. He is in a prison hospital. A doctor recommended that the ex-president be moved to an ordinary hospital. Saakashvili has been losing consciousness. Even if he ends his hunger strike now he may have sustained permanent neurological damage.S...
A first take on an unprecedented experiment
TURKEY · Report · 21 Nov 2021 · 2 responses
We address three FAQs on the current market turmoil. Take this as a first, but relatively comprehensive take at a quickly evolving situation. The questions are: Why is Ankara doing this? Where do we go from here? How is this different from the 2018 Pastor episode?
13 soldiers killed in Azerbaijan-Armenian fighting
RUSSIA / FSU POLITICS · In Brief · 20 Nov 2021
On November 19 Yerevan announced 6 fatalities had been sustained in skirmishes on the ceasefire line, and 13 more taken prisoner. The Azerbaijanis say 7 of their men were killed. Most of the fighting took place on November 16. This is the worst fighting since the 2020 war. Both sides have now agr...
Monetary tightening accelerated in November
HUNGARY · Report · 19 Nov 2021
The 4th domestic wave of Covid continues to rise rapidly. Daily new infections and deaths exceed those in the 2nd wave of late 2020, and Hungary has one of the highest R0 globally. With the current speed of virus spreading, reaching the limits of hospital capacity could be only a few weeks away. ...
The risks of March
COLOMBIA · Report · 19 Nov 2021
Overall economic activity hit during this year’s national strike has regained its momentum and, since June, is exceeding 2019 pre-crisis levels. Tertiary activities, which could be broadly understood as aggregating services, is the driving force in the economy right now. In primary activities, ag...
Ecuador: Open for business
ECUADOR · Forecast · 19 Nov 2021
Around 300 business national and international business people gathered last Thursday to learn about the investment opportunities in Ecuador, that according to President Lasso sum $30b over four years. Areas where the Republic has the most important portfolio of projects are hydrocarbons, mining...
GULF WEEKLY: Kuwait’s Crown Prince will oversee government formation, QCB governor appointed, Saudi floating city envisaged
GULF COUNTRIES · Report · 19 Nov 2021
A skimmable summary overlaid with our analysis and links. Headlines: * Oil dipped below $80 on Covid concerns and the potential release of strategic reserves. However, continued production problems for some OPEC members is more bullish for 2022 prices. * Saudi Arabia naturalized new citizens...
Putin says that the West is causing tension as he tests missiles
RUSSIA / FSU POLITICS · In Brief · 19 Nov 2021
On November 18 Putin said that the West is aggravating the Ukrainian conflict. The US and its allies have held military exercises in the Black Sea and flown warplanes over Ukraine. Ukraine has used Turkish-made drones to destroy rebel artillery.Ukraine and Western countries have said that Russia ...
The Precatórios PEC continues to dominate the agenda in the Senate, the rapporteur of the PEC should submit his report on the text next week, and the PSDB will select its presidential candidate on Sunday
BRAZIL POLITICS · Report · 19 Nov 2021
The rapporteur of the Precatórios PEC, Senator Fernando Bezerra, is looking into to dividing the proposal as a way to incorporate the senators' suggestions. Anything that is subject to change in the original proposal will be included in a new text and analyzed by the senators. The goal is to vote...
The South African Reserve Bank starts policy normalization
SOUTH AFRICA · Report · 18 Nov 2021
As we had anticipated, the South African Reserve Bank’s (SARB) Monetary Policy Committee (MPC) voted to increase the benchmark interest rate by 25 basis points from 3.5% to 3.75% during its final scheduled meeting of the year. As a result, the prime lending rate also increased from 7% to 7.25%. P...
Jamaica decisively joins the emerging market interest rate raising cycle
JAMAICA / BAHAMAS · Report · 18 Nov 2021 · 3 responses
The Monetary Policy Committee (MPC) of the Bank of Jamaica (BOJ) met on November 11 and 12 and announced its decision to raise its policy interest rate on November 16, effective November 17, by 50 basis points to 2% per annum, including other measures to contain Jamaica dollar liquidity expansion...
Russia's economy recovering strongly
RUSSIA / FSU POLITICS · In Brief · 18 Nov 2021
On November 17 data for Q3 2021 published. The country is getting over coronavirus economically even though the number of deaths is climbing despite a falling caseload. GDP grew 4.3% in Q3 compared to the same period in 2020. Transport, retail and mining grew particularly strongly. Q2 also saw gr...
Second budget amendment reestablishes a fiscal deficit of 3% of GDP in 2021
DOMINICAN REPUBLIC · In Brief · 18 Nov 2021
The government sent to Congress a second amendment to the Public Budget for 2021. The amendment reflects a substantial improvement in the government's projected revenues for 2021, 8.3% higher than the amount projected in the first budget amendment for 2021. There is also a 1.4% increase in expend...
The Precatórios PEC continues to be negotiated in the Senate, the rapporteur of the income tax bill should submit a separate bill on the issue next week, and the CCJ of the House approved the payroll tax exemption bill
BRAZIL POLITICS · Report · 18 Nov 2021
According to the rapporteur, Fernando Bezerra, there is pressure in the Senate to make the R$ 400 Auxílio Brasil payments permanent in the Precatórios PEC. The goal is to enact at least part of the proposal, even if the other part returns to the House for further analysis. Senator Angelo Coronel ...
Unusually big rate hike from the MNB
HUNGARY · In Brief · 18 Nov 2021
The MNB has just announced that it will pay an 2.5% interest rate on the 1-week deposits placed with it at today's tender. This represents a 40bps increase compared to the new level of the base rate, as set two days ago, and a full 70bps increase from last Thursday's tender.The fact that the 1-we...