Services
GLOBAL COVERAGE
- ARGENTINA
- BRAZIL ECONOMICS
- BRAZIL POLITICS
- CAUCASUS / CENTRAL ASIA
- CENTRAL AMERICA
- CHILE
- CHINA
- CHINA ADVISORY
- CHINA FINANCIAL
- COLOMBIA
- DOMINICAN REPUBLIC
- ECUADOR
- GULF COUNTRIES
- HUNGARY
- INDIA
- INDONESIA
- ISRAEL
- JAMAICA / BAHAMAS
- KAZAKHSTAN
- MEXICO
- NIGERIA
- PANAMA
- PERU
- PHILIPPINES
- POLAND
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- TURKEY
- UKRAINE
- VENEZUELA
Events
Databanks
-
Argentina databank May 13 -
Brazil Economics databank Apr 14
-
Central America databank May 1
-
Chile databank Apr 7
-
China databank Mar 21
-
Colombia databank May 12
-
Dominican Republic databank Apr 28
-
Ecuador databank Apr 22
-
Gulf Countries databank May 16
-
Hungary databank Apr 22
-
India databank Apr 28
-
Mexico databank May 12
-
Panama databank May 13
-
Peru databank Apr 28
-
Philippines databank May 8
-
Poland databank Apr 29
-
Russia Economics databank May 12
-
South Africa databank May 6
-
Turkey databank Apr 24
-
Ukraine databank May 12
-
Venezuela databank May 5
NEWS FLASH
WEBINAR - LATIN AMERICA: FISCAL PRESSURES AND POLITICAL SHIFTS...
COUNTRY INSIGHTS
Some interpretations ahead of the IMF debate in Congress
ARGENTINA · Report · 07 Mar 2022 · 1 response
Last Friday, after some back-and-forth between the government and the main opposition regarding the final wording of the bill that will be debated this week in Congress, the full IMF agreement was finally presented to the Lower House and thereby disclosed to the public. Despite the frictions we d...
Israel’s exposure to Ukraine and Russia is minimal
ISRAEL · Report · 07 Mar 2022
1. Israel’s economic exposure to the Ukraine crisis is fairly limited. 2. Wage growth appears to be accelerating modestly, but the private sector is reporting a lack of available workers. 3. We see inflation's acceleration in the short-term supporting policy tightening, although the BoI ...
The MNB will need more robust action, the government is doing what it can
HUNGARY · In Brief · 07 Mar 2022
With the forint at EURHUF 395-400 today and down by 10% since the start of the war, it looks like the MNB will have to intensify tightening efforts this week. Unless the ECB provides extra help to the MNB to protect the forint, which may be wishful thinking on our part, the sterilisation rate wil...
Israel’s exposure to Ukraine and Russia is minimal
ISRAEL · In Brief · 06 Mar 2022
The economic impact from the Ukraine crisis is relatively small Total exposure of exports (goods and services) to both Russia and the Ukraine is less than 2.5%. Israel’s defense industry is likely to benefit from increased spending from the EU, especially Germany. A wave of immigration (not clear...
Unintended consequences galore
TURKEY · Report · 06 Mar 2022
The politics author hereby serves notice that he temporarily suspended all election scenarios, be they early, late or never. Why? Please look inside… Many historians call the Ukraine War the gateway to the second Cold War, which may be a bit premature, but it is certainly having long-term spil...
Georgia and Moldova apply for EU membership
RUSSIA / FSU POLITICS · In Brief · 06 Mar 2022
On March 3 two former Soviet republics submitted their applications. They have been candidates for EU membership for years. They are both worried about Russian encroachment. There are Russian troops in both Moldova and Georgia against the wishes of the government of those countries. Moscow says i...
Yet more sanctions on Russia as Putin threatens to end Ukrainian statehood
RUSSIA / FSU POLITICS · In Brief · 06 Mar 2022
On March 5 Putin said that if Ukraine continues to resist he might end its independence and that would be all Ukraine's fault. Until now Putin's goals were regime change and the annihilation of the Ukrainian Military. Reintegrating Ukraine had not been an objective. This objective is seen by pund...
More sanctions Russia as Moscow cracks down on the media
RUSSIA / FSU POLITICS · In Brief · 06 Mar 2022
On March 5 Singapore announced it was restricting Russian banks access to its market. There will be export controls on items going to Russia and restrictions on cryptocurrencies trading with Russia. Singaporean finance will be prohibited from doing anything that might support the Russian Central ...
No light at the end of the tunnel
RUSSIA ECONOMICS · In Brief · 04 Mar 2022 · 1 response
At this stage, it is hard, if not impossible, to envisage more or less accurately what may happen this year with the Russian economy, as even while writing a relatively short note, the news keeps coming one after another. A growing number of foreign companies suspend their trade operations with R...
GULF WEEKLY: OPEC+ sticks with taper, PMIs rebound, Sharjah’s budget looks tight
GULF COUNTRIES · Report · 04 Mar 2022
A skimmable summary overlaid with our analysis and links. Headlines: * Gulf states voted yes in the UN General Assembly Ukraine resolution, although UAE earlier abstained at the Security Council. * Qatar, Saudi and UAE all had calls with Putin and/or Zelenskyy, with talk of mediating. * OPEC...
Forint weakening continues, the MNB spoke again today
HUNGARY · In Brief · 04 Mar 2022
Life has quickly stepped over our wish that yesterday's interest rate hike by the MNB should stabilise the EURHUF exchange rate for more than one afternoon. The forint fell to EURHUF 386-387 today, before correcting back slightly, by just one unit, when the MNB stepped in with a verbal interventi...
What can we expect from the Two Sessions?
CHINA FINANCIAL · Report · 04 Mar 2022
Special points to highlight in this issue: * Tomorrow the Two Sessions will begin, during which Beijing will set targets and objectives for policies involving the economy, the military, trade, diplomacy, the environment and more. As part of the meeting Beijing will probably announce the G...
President Bolsonaro announces economic measures, the Senate should vote on bills related to fuel prices next week, and the PDT, MDB and União Brasil will start airing their advertisements
BRAZIL POLITICS · Report · 04 Mar 2022
During his weekly livestream, Bolsonaro announced that the water scarcity fee will end in April. Among the possible measures to stimulate the economy are allowing access to FGTS resources so that people can pay off their debts, as well as the issuing of credit for companies in an estimated value ...
February inflation at 3%
PHILIPPINES · In Brief · 04 Mar 2022
The Philippine Statistics Agency (PSA) reported today that the headline inflation rate averaged 3% in February, the midpoint of the BSP’s 2-4% inflation target.The relatively benign inflation outturn, despite the 13.5% yoy increase in electricity prices and 6% yoy rise in local fuel prices during...
Chinese dominated bank stops lending to Russia
RUSSIA / FSU POLITICS · In Brief · 04 Mar 2022
On March 3 the Asian Infrastructure Investment Bank (AIIB) said it was suspending lending to Russia and Belarus. Russia's debt rating has been reduced to junk. The AIIB made the move on the basis of the ''best interests of the bank.''This will come as a deep disappointment to Moscow. China is not...