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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
The government’s social aid programs begin, tomorrow is the deadline for Bolsonaro to sanction the LDO, and latest poll shows the smallest gap between Lula and Bolsonaro
BRAZIL POLITICS · Report · 08 Aug 2022
The Auxílio Brasil payments will rise from R$ 400 to R$ 600, and the gas voucher will be paid at R$110. This is the government's main hope to improve its popularity ratings. The LDO was approved by Congress on July 12. Based on the premises defined by the LDO, the government will send the Federal...
The shekel appreciates sharply, supporting lower inflation
ISRAEL · Report · 08 Aug 2022
* Wage growth in the private sector continues, mostly in hi-tech and finance. * Sharp shekel appreciation and lower energy prices have pushed our inflation forecast down. * Recent escalation in violence is not expected to have any real impact on growth or on markets. A cease fire was rea...
The shekel appreciates sharply, supporting lower inflation
ISRAEL · In Brief · 07 Aug 2022
Geopolitics: Violence escalated in the region following Israel’s striking at Islamic Jihad positions (and commanders) in Gaza and subsequent firing of some 800 missiles into Israel. Israel’s Iron Dome succeeded in neutralizing 96% of those missiles approaching populated areas. So far, Hamas has s...
Castillo reshuffles his Cabinet
PERU · In Brief · 07 Aug 2022
On Friday, President Castillo reshuffled his Cabinet for the fifth time in a year of government. Although his Prime Minister (PM), Mr. Anibal Torres, had resigned, President Castillo said on Friday that had confirmed him once again. In addition, he made 6 more changes, and the most relevant was t...
Ukrainian nuclear power plant damaged in fighting
RUSSIA / FSU POLITICS · In Brief · 07 Aug 2022
On August 6 Ukraine said that Russia has been using the Zaporizhzhia nuclear power plant as a military base and firing on Ukrainian positions from there. Ukraine does not fire back at the plant for fear of causing a nuclear catastrophe. The plant has sustained major damage but it is unclear who c...
Ukrainian grain export deal succeeding
RUSSIA / FSU POLITICS · In Brief · 07 Aug 2022
On August 5 three ships carrying a total of 80,000 tons of grain sailed out of Odessa. On August 6 a Barbadian ship arrived in Chornomorsk, Ukraine to pick up grain. It will sail to Turkey. Several more ships are due to dock in Ukraine over the next few days. Chornomorsk can handle 100 ships a m...
Azerbaijan firing on Armenia
RUSSIA / FSU POLITICS · In Brief · 05 Aug 2022
On August 4 an exchange of fire between Armenia and Azerbaijan led to the death of 3 Armenian soldiers. Azerbaijan has moved forward and gained high ground. Russia reprimanded Azerbaijan for this. Both countries said the other broke the ceasefire. The fighting took place in the part of Nagorno Ka...
Key takeaways from China’s mortgage crisis
CHINA ADVISORY · Report · 05 Aug 2022
China’s economy has done surprisingly well through the Covid period – until now. Throughout the Covid period China has sustained growth through investment and exports. In the midst of a weak global economy, exports rose 14 percent YoY in 1H 2022, and in 2021, China’s total trade was up 30 percent...
Bolsonaro sanctioned the national nursing salary floor, the government’s social aid programs are scheduled to begin, and Tuesday is the deadline for Bolsonaro to sanction the LDO
BRAZIL POLITICS · Report · 05 Aug 2022
Regarding the national nursing salary floor, Bolsonaro vetoed a measure that provided for an annual update of the floor based on the National Consumer Price Index (INPC). Next week, the payment of social aid programs approved by the National Congress will begin. The government expects the payment...
GULF WEEKLY: OPEC+’s tiny taper, Saudi's large Q2 fiscal surplus, Kuwait heads to elections
GULF COUNTRIES · Report · 05 Aug 2022
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC+ tapered by just 100k b/d but rising US stocks helped knock prices to a six-month low. * Iran nuclear talks are back on in Vienna, in perhaps the final opportunity for a deal. * PMIs remain strong in July in Qatar, S...
Essential CIS Politics: August 2022
RUSSIA / FSU POLITICS · Report · 05 Aug 2022 · 1 response
* Russia took almost the whole of Donbas, but fighting has slowed down. * The grain export deal between Russia and Ukraine proceeds with wariness over its longevity. * EU and UK extended sanctions on Russia and Belarus. * Five Central Asian countries held a presidents’ conf...
July inflation at 6.4%
PHILIPPINES · In Brief · 05 Aug 2022
Despite softening oil prices, the headline inflation climbed to 6.4% in July from 6.1% in June. The persistence of price pressures may be seen in the still high 0.8% month-on-month inflation, which can be traced largely to continuing increases in prices of all food groups (except vegetables) as w...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 05 Aug 2022
July 25 NBK: The National Bank of Kazakhstan has decided to hike the base rate from 14 to 14.5% July 26 Ministry of Agriculture: The wheat harvest in Kazakhstan in 2022 may reach 13-13.5 mln tons (+15-20% y-o-y) July 28 Shell: CPC is looking at alternative routes for oil exports from Kazakhstan J...
Former German Chancellor says Putin wants peace talks
RUSSIA / FSU POLITICS · In Brief · 04 Aug 2022 · 2 responses
On August 3 Gerhard Schroeder said that a visit to Moscow had informed him that Russian President wants a parley. Schroeder said both sides needed to make concessions. Schroeder has long been regarded as a friend of Putin. Schroeder said the grain export deal shows that Moscow is a valid interloc...
After another week of falling CPI deflation in July is almost certain
RUSSIA ECONOMICS · In Brief · 04 Aug 2022
Rosstat reported that in ten days ending August 1, the consumer price index fell by 0.14% w-o-w. The agency has split this number between the two months, and it appears that 0.13% was allocated to July and 0.01% to one day of August. On August 10, Rosstat will publish the official m-o-m inflation...