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Events
Databanks
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Argentina databank May 13 -
Brazil Economics databank Apr 14
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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
A period of opportunity in the legislature and other weekly topics
BRAZIL POLITICS · Report · 25 Apr 2022
The conflict between Bolsonaro and the judiciary over the presidential pardon granted to Deputy Daniel Silveira will continue to cause repercussions in political and legal circles. Two new polls on the presidential elections will be published. Employees of the Federal Police will hold a demonstra...
BRI across Russia in jeopardy
RUSSIA / FSU POLITICS · In Brief · 25 Apr 2022
China intended Russia to form a vital part of the Belt and Road Initiative. China wanted railroads and roads across Russia to be upgraded. The aim was to have a fast trade route so Russia could easily export goods to the EU.Sanctions on Russia have made trade via Russia problematic. China wants t...
President Bolsonaro’s pardon of Daniel Silveira continues to have repercussions, the government and Congress discuss whether or not to vote on the Auxílio Brasil MP, and Eduardo Leite announces his withdrawal from the presidential election
BRAZIL POLITICS · Report · 25 Apr 2022
Cases have been filed in the STF against Bolsonaro’s decree. Additionally, opposition legislators have submitted a draft decree with the objective of annulling the presidential decree. Daniel Silveira is unlikely to be arrested but his ineligibility will likely remain in effect. Fearing defeat, s...
Russian macro: key rate cuts likely to continue
RUSSIA ECONOMICS · Report · 25 Apr 2022
The Central Bank is due to hold its regular BoD meeting on April 29, and it is widely assumed that the key rate will be cut – the consensus points to 200 bps. Indeed, there is enough room for the CBR to cut the key rate as the ruble has impressively recovered to the levels seen before February 24...
A new game plan, new interventions
TURKEY · Report · 24 Apr 2022 · 2 responses
The Erdogan administration seems to have grasped that the Ukraine War shall last for the foreseeable future, with its reverberations on geopolitics and domestic economy to be felt through the next elections. Hence, it is executing a new game plan, which is likely to have important economic implic...
Moldova bans the Z symbol
RUSSIA / FSU POLITICS · In Brief · 24 Apr 2022
On April 22 the President of Moldova signed a law forbidding display of the ribbon of St George, which is a Russian patriotic symbol, as well as Z and V, which are seen to be indicative of support for Russia's war in Ukraine. The penalty for violation of this law is a fine of USD 49, which is a w...
Russian customs data made secret
RUSSIA / FSU POLITICS · In Brief · 24 Apr 2022
On April 22 Moscow made the announcement. It is suspected that trade has declined precipitously since the Ukraine War commenced. The ostensible reason for classifying customs statistics is that they would be liable to misinterpretation. The Federal Customs Service is no longer publishing figures....
Russian tech giant suffering
RUSSIA / FSU POLITICS · In Brief · 24 Apr 2022
Yandex is the Russian tech giant. It was supposed to be able to solve all sorts of problems. Yandex has had to use its media aggregator to censor the media on behalf of the government. The public is only allowed information on the Ukraine conflict from official Russian sources. Therefore, almost ...
Japan says its islands are illegally occupied by Russia
RUSSIA / FSU POLITICS · In Brief · 23 Apr 2022
On April 22 Tokyo made the first such statement since the 1990s. The Kuril Islands belong to Russia but Japan calls them its Northern Territories. Japan has avoided using diplomatic language on the islands for over 20 years because relations with Russia were good. The USSR took the islands in 194...
GULF WEEKLY: UAE announces local bond auctions, Moody’s stabilizes Bahrain, Qatar considers upsizing LNG expansion
GULF COUNTRIES · Report · 22 Apr 2022
A skimmable summary overlaid with our analysis and links. Headlines: *A raft of forecasts from multilaterals and rating agencies highlight strong Gulf public finances. *Oil has dipped to $106 amidst China demand concerns, despite a possible EU ban on Russian oil. *Saudi-US relations remain a...
Russians and Belarusians frozen out of some sports
RUSSIA / FSU POLITICS · In Brief · 22 Apr 2022
On April 20 Wimbledon announced that Russian and Belarusian players are prohibited from participating in the world's most famous tennis tournament. The Boston Marathon has also forbidden athletes from these two countries from taking part in the race.Athletics are important for Russian national pr...
President Bolsonaro pardons Daniel Silveira following his conviction in the STF, third way parties will hold a meeting on Monday to discuss a possible alliance, and the House may vote on the Auxílio Brasil provisional measure next week
BRAZIL POLITICS · Report · 22 Apr 2022
Federal Deputy Daniel Silveira was sentenced to 8 years and 9 months in prison by the Supreme Federal Court (STF). As questionable as the pardon may be, it is permitted by the Constitution. Politically, it pleases Bolsonaro’s supporters, but it definitely aggravates the institutional conflict bet...
US sanctions Russians suspected of circumventing sanctions
RUSSIA / FSU POLITICS · In Brief · 22 Apr 2022
On April 21 the US said the sanctions were on individuals and entities that have been evading sanctions. On the list is the media mogul Konstantin Malofeyev, Deputy Governor of the Central Bank of Russia Ksenia Yudayeva and a former Deputy Prime Minister. The US has introduced blocking sanctions ...
Hint of a recovery of private investment
INDIA · Report · 22 Apr 2022
Private investment is unusually important in shaping macroeconomic conditions in India. From 2011/2012 onward, a critical measure of private investment – the stock of investment projects at hand, expressed in real terms – has been declining. For the first time, the recent data suggests that this ...
A cornered government
ECUADOR · Forecast · 22 Apr 2022
The good news of the higher-than-expected GDP growth of 4.2% y/y, which clearly speaks of a robust (albeit jobless) economic recovery in 2021, came amidst the dense political turmoil caused by dubious legislative processes, another massacre in the jail system, the discovery of a Ponzi scheme amon...