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Events
Databanks
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Argentina databank Dec 29 -
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Central America databank Dec 19
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Chile databank Nov 28
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China databank Mar 21
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Colombia databank Dec 19
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Dominican Republic databank Dec 23
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Ecuador databank Dec 19
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Gulf Countries databank Jan 16
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Hungary databank Dec 17
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India databank Jun 26
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Mexico databank Jan 15
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Panama databank Nov 12
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Peru databank Dec 12
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Philippines databank Jan 8
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Poland databank Nov 3
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Russia Economics databank Jan 16
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South Africa databank Jan 6
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Turkey databank Dec 24
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Ukraine databank Nov 10
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Venezuela databank Jan 7
NEWS FLASH
UPCOMING WEBINAR - VENEZUELA: WHAT'S NEXT?...
COUNTRY INSIGHTS
Independence day celebrations yesterday reflected the country’s polarization, the STF is scheduled to begin casting votes in Bolsonaro’s trial, and the report on the Management Committee bill should be released
BRAZIL POLITICS · Report · 08 Sep 2025
The September 7 celebrations reflected the polarization that divides the country. The central message from Bolsonaro’s allies was the defense of amnesty for those involved in the January 8, 2023, attacks. The Supreme Federal Court’s (STF) First Panel resumes trial proceedings against former Presi...
A budget made in Hogwarts
BRAZIL ECONOMICS · Report · 08 Sep 2025
The administration has proposed a budget that, under optimistic assumptions, would result in a primary deficit of 0.17% of GDP in 2026. The projections rely on favorable revenue scenarios, which depend both on supportive economic conditions and on the approval by Congress of politically sensitive...
Macroeconomic and geopolitical developments – Weekly report, September 8, 2025
ISRAEL · Report · 08 Sep 2025
This is the first of a new series of weekly reports in which we will review and analyze the week's geopolitical and macroeconomic developments and provide an outlook on both. In geopolitics, the main event of the past week continued to be the government’s decision to push ahead with the conque...
The Indo-US relationship: navigating a tariff shock and geopolitical recalibration
INDIA · Report · 08 Sep 2025
The 50% US tariff on Indian goods represents a significant stress test for the Indo-US relationship. While the direct economic impact appears surprisingly contained due to global trade reconfiguration and supply chain inertia, the core issue is geopolitical. The conflict is a symptom of leadershi...
An unusual development: strengthening industrial output and weakening retail sales in July
HUNGARY · In Brief · 07 Sep 2025
In recent months, this typically went the other way round. But anyway, the facts are the following: Industrial output grew by 2% mom in July, reducing the yoy decrease to 1.6% in that month, after a 3.6% yoy decrease in Q2. The fixed-base chart (Dec 2010 = 100; source: KSH) looked like this: So, ...
All eyes on CHP, MTP and CBRT
TURKEY · Report · 07 Sep 2025
The month of September will be action filled. In his first essay, the politics author tries to explain the deep web of traps the Erdogan-controlled legal system weaved for CHP, which is very difficult to recap in an executive summary. It suffices to say though that there are at least 8 lawsuits i...
GULF WEEKLY: KSA and Bahrain issue sukuk, MBS and MBZ meet, the UAE speaks out against West Bank annexation
GULF COUNTRIES · Report · 05 Sep 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil dipped to $65 on rumors that OPEC+ may hike production again at a meeting on Sunday. * The Saudi and Emirati leaders, MBS and MBZ, met in Riyadh to discuss Palestine and bilateral relations. * Trump has offered NY may...
President Lula launched the “People’s Gas” program, the STF will resume the criminal trial against former President Bolosnaro next week, and the Senate may vote on the bill for compensatory measures against U.S. tariffs
BRAZIL POLITICS · Report · 05 Sep 2025
President Lula yesterday launched the "People’s Gas” program (Gás do Povo), which will replace the Auxílio Gás model. The goal is to reach 15.5 million families, approximately 50 million people. Next week, attention will turn to the Supreme Federal Court (STF). The Court’s First Panel will resume...
The economy appears to be slowing down
RUSSIA ECONOMICS · In Brief · 05 Sep 2025
Russia's recent w-o-w inflation data showed a continuously deflationary trend, with consumer prices falling by 0.08% in the week ending September 1. Combining this with prior weekly inflation data suggests that August experienced around 0.25% m-o-m deflation, potentially lowering y-o-y inflation ...
TOPIC OF THE WEEK: Armenia's Pashinyan can still emerge victorious in next year's elections—against all odds
CAUCASUS / CENTRAL ASIA · Report · 05 Sep 2025
Armenia stands at a fork in the road as Premier Pashinyan promotes an agenda of "peace through concessions" as the central message to the electorate in the runup to the Jun 2026 parliamentary elections. With its provision for the acknowledgment of Nagorno-Karabakh as an Azerbaijani territory and ...
There seems to be peace and fundamental agreement between the Economy Minister and the MNB Governor
HUNGARY · In Brief · 04 Sep 2025
This is something we have not seen for a long time, and especially not in the last almost two years of Mr. Matolcsy's period at the MNB. The domestic event of the week is the regular annual gathering of the Hungarian Economic Association, a high-profile conference where both Minister Nagy and Gov...
The STF concluded the first phase of Bolsonaro’s trial, negotiations continue over the amnesty bill, and Lula launches the “People’s Gas” program
BRAZIL POLITICS · Report · 04 Sep 2025
The First Panel of the Supreme Federal Court concluded the first phase of the trial of former President Jair Bolsonaro and seven other defendants accused of attempting a coup d’état in 2022. Next week, on September 9, 10, and 12, the justices will resume the criminal proceedings with their votes....
Mr. Nagy on fiscal policy and rating agencies in the election period
HUNGARY · In Brief · 04 Sep 2025
Following a brief episode of successful heart surgery during the summer, Economy Minister Márton Nagy is now back in office and is fully operative. In the past few days, he paid a visit to London, primarily to talk to credit rating agencies, as he has just informed the public. Returning from that...
CHP vs Goliath
TURKEY · In Brief · 04 Sep 2025
Turkey’s Judicial year started with little fanfare, but a sucker attack on CHP’s Istanbul flank. The 45th District Court passed interim ruling. Suspending fraud in the Party’s passed delegates selection for the Grant Convention. It sacked Istanbul Chairman and the 196 delegates elected by the str...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 04 Sep 2025
Aug 21 Baiterek State Holding: The company will issue two tranches of Eurobonds worth up to $500 mln and up to KZT100 bln. KMG: The company’s net profit fell by 3% y-o-y in 1H25, while revenues increased by 6% y-o-y. Aug 22 Kazatomprom: The company’s net profit fell by one half in 1H25. Aug 25 S&...