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Events
Databanks
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Argentina databank Feb 13 -
Brazil Economics databank Jan 20
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Central America databank Jan 29
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Chile databank Jan 23
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China databank Mar 21
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Colombia databank Feb 4
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Dominican Republic databank Jan 27
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Ecuador databank Jan 21
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Gulf Countries databank Feb 13
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Hungary databank Jan 23
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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 Jan 30
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Philippines databank Feb 6
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Poland databank Feb 4
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Russia Economics databank Feb 13
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South Africa databank Feb 6
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Turkey databank Dec 24
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Ukraine databank Nov 10
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Venezuela databank Feb 6
NEWS FLASH
UPCOMING WEBINAR - PERU IN 2026: POLITICAL RISKS, ELECTIONS, AND ECONOM...
COUNTRY INSIGHTS
Politics: The drive toward increasing militarization and the risks posed to democracy
MEXICO · Report · 25 Oct 2022
The national political environment has deteriorated considerably since the beginning of September, when Congress approved unconstitutional bills designed to formally shift control over the National Guard to the Ministry of Defense. The military is increasingly in command of activities traditional...
Economics: Mixed data in October — aggregate demand components show significant growth but inflation remains high
MEXICO · Report · 24 Oct 2022
Economic news in October delivered some strong indicators, starting with aggregate supply and demand data for the second quarter of 2022 showing growth in private consumption and investment that surpassed expectations. Private expenditure is now running near its peak from the fourth quarter of 20...
Monetary Policy, Public Debt and World Growth
BRAZIL ECONOMICS · Report · 24 Oct 2022
In 2023, global growth will decelerate substantially, with many countries suffering recessions, especially in Europe. That outcome will be a consequence of the inevitable course corrections in the expansionary policies – monetary and fiscal – used in reaction to the pandemic. In the first part of...
Variables that may impact the election and other weekly topics
BRAZIL POLITICS · Report · 24 Oct 2022
This is the last week of campaigning. The campaigns end on Friday, October 28. On the same day, the final debate between the candidates for the Presidency of the Republic will be held on TV Globo. Jair Bolsonaro and Lula have both confirmed their participation. The election will take place on Oct...
A good couple of months
ECUADOR · Report · 24 Oct 2022
Ecuador has had good news both domestically and from abroad in the last two months. On October 14, the government and CONAIE ended successfully—albeit with differing levels of satisfaction—the negotiation tables that were established after the violent riots of last June. With the mediation of the...
Former Federal Deputy Roberto Jefferson shot at federal police officers yesterday, the runoff round of the elections will be held on Sunday, October 30, and 14 polls on the elections will be published by then
BRAZIL POLITICS · Report · 24 Oct 2022
Roberto Jefferson eventually turned himself in and was arrested. Moraes's order to arrest Jefferson came shortly after Jefferson verbally attacked STF Minister Carmen Lucia. The episode had huge repercussions in the press and could spill over into President Jair Bolsonaro’s campaign. Next Sunday,...
Housing dynamics are likely to support price moderation
ISRAEL · Report · 24 Oct 2022
1. Housing dynamics support lower housing purchase prices in 2023. 2. We expect housing rental prices to moderate as well, supportive of lower inflation. 3. Consumer confidence has declined, and private consumption appears to be decelerating, supportive of weaker demand-push inflation.
Line in the sand for the peso (2)
PHILIPPINES · In Brief · 24 Oct 2022
Finance Secretary Benjamin Diokno wisely walked back today his comments about government’s plan to defend the peso (see In Brief with same title released 22 October). Based on the Bloomberg report we saw, the key message is that the BSP is independent and its policy decisions are made by the seve...
Final countdown is starting
TURKEY · Report · 23 Oct 2022
Putin’s out-of-the-blue proposal to turn Turkey into a NG hub for Russian gas is impractical, but it immediately raised eyebrows in the West, with the Biden administration openly putting the sanction threat on the table. Painful sanctions are not imminent, but possible. After the draconian cen...
Housing dynamics are likely to support price moderation
ISRAEL · In Brief · 23 Oct 2022
Housing dynamics support lower prices in 2023 New home sales declined by 4.6% m/m and by 47% y/y in August. This trend is expected to continue as mortgage rates have move higher. Weaker demand is expected as housing supply accelerates in 2023. Residential investments are extremely elevated as hou...
Ukraine losing electricity due to Russian missile attacks
RUSSIA / FSU POLITICS · In Brief · 23 Oct 2022
On October 22 Russian missiles hit energy infrastructure in west Ukraine. Several regions experienced power cuts. Other regions had electricity restrictions. Much of the country has to reduce use by 20% including Kyiv. Ukraine is hastening to restore electricity. Water supplies have also been dis...
US and Russian defense chiefs speak by phone
RUSSIA / FSU POLITICS · In Brief · 22 Oct 2022
On October 21 Lloyd Austin and Sergei Shoigu spoke about the Ukraine War. Russia confirmed this on the government Telegram channel. Washington DC and Moscow have had the hotline since the Cuban Missile Crisis of 1962. The US suggested keeping this hotline active in the Ukraine War in case somethi...
Line in the sand for the peso
PHILIPPINES · In Brief · 22 Oct 2022
We are not alone in scratching our heads over why Finance Secretary Benjamin Diokno, The Banker’s “Global Central Banker of the Year 2022,” said what he said. Briefly, Bloomberg[1] reported Secretary Diokno saying: (a) government is trying to prevent the peso from breaching P60/$; (b) it is prepa...
EU sanctions Iran for arming Russia
RUSSIA / FSU POLITICS · In Brief · 21 Oct 2022
On October 21 the EU sanctioned three generals and an arms company accused of selling drones to Russia. Shahed Aviation Industries is the company. All EU countries agreed onto the sanctions. Ukraine claims to have shot down many Iranian drones. Iran denies supplying drones to Russia. Russia says ...
GULF WEEKLY: Saudi issues bonds, Kuwait forms a new government, ADQ takes on Etihad
GULF COUNTRIES · Report · 21 Oct 2022
A skimmable summary overlaid with our analysis and links. Headlines: * Saudi Arabia issued $5bn in bonds/sukuk and tendered to buy back $1bn maturing in the next four years. * A Saudi PR campaign insisted the OPEC+ cuts were non-political and that it is not siding with Russia. * Moody’s cred...