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Events
Databanks
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Argentina databank Jul 2 -
Brazil Economics databank Jun 16
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Central America databank Jun 27
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Chile databank May 27
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China databank Mar 21
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Colombia databank Jul 7
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Dominican Republic databank Jun 18
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Ecuador databank Jun 20
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Gulf Countries databank Jul 4
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Hungary databank Jun 23
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India databank Jun 26
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Mexico databank Jul 1
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Panama databank May 13
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Peru databank Jun 27
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Philippines databank Jul 8
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Poland databank Apr 29
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Russia Economics databank Jun 16
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South Africa databank Jun 9
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank Jul 7
NEWS FLASH
UPCOMING WEBINAR - CAUCASUS AND CENTRAL ASIA: POLITICAL PASSIONS IN THE...
COUNTRY INSIGHTS
Finance Minister Dr. Nigel Clarke auditions for world's best as William and Kate arrive in Jamaica. His stated agenda - "Reform with ambition"
JAMAICA / BAHAMAS · Report · 29 Mar 2022
Jamaica’s budget debate was concluded last week by Finance Minister Dr. Nigel Clarke on Tuesday, March 22, just as Prince William and his wife Kate were arriving in Jamaica as part of their three-nation royal visit of Belize, Jamaica and The Bahamas, all of which still have the Queen as their hea...
Fidesz holds its lead just one week before the election, poll says
HUNGARY · In Brief · 29 Mar 2022
Exactly one week before the election, due on the coming Sunday (April 3), Závecz Research measured in an opinion poll 41% support for Fidesz and 39% support for United for Hungary, that is the united opposition, both as percentage of the whole electorate. Závecz Research is a leading local pollst...
Opposition Front: United, we stand strong
TURKEY · In Brief · 28 Mar 2022
Leaders of the six parties constituting the loose Nation Alliance gathered the second time in a month on Sunday night. At the top of the agenda was the AKP-MHP proposed amendments to the Electoral Law which largely aims tonix the chances of smaller parties to elect deputies to the Grand Assembly....
Politics: Attorney General’s Office, top prosecutor bogged down in scandals, mutual attacks
MEXICO · Report · 28 Mar 2022 · 1 response
The public spotlight continues to be focused on Mexico’s top prosecutor, Alejandro Gertz Manero, but the implications and fallout from his shenanigans are also affecting President Andrés Manuel López Obrador and his inner circle. Gertz remains mired in legal scandals related to his attempt to use...
Economics: Perception of Banxico's following the Fed poses medium-term risks
MEXICO · Report · 28 Mar 2022
In the wake of the Federal Reserve’s March 16 quarter-point tightening and notification that it has the intention to raise borrowing costs at each successive rate review scheduled for the current year, Mexico’s central bank did not take long to respond. While this was the Fed’s initial rate lift...
Lula and Bolsonaro advance while the others stall and other weekly topics
BRAZIL POLITICS · Report · 28 Mar 2022
This will be a busy week due to the deadline for party affiliations and resignations. Bolsonaro will likely build a new ministerial team. Up to eight governors are expected to resign from their positions to run for another elective office in October. This week's Talking Points: * Eduar...
Commodity Prices, Terms of Trade and the Real Exchange Rate
BRAZIL ECONOMICS · Report · 28 Mar 2022
In 2019, Brazil’s current account deficit was US$65 billion, while in 2021 it reached only US$24.5 billion. Our projections for 2022 indicate there should be a small surplus. The greatest contribution to this result will come from the balance of trade, whose surplus will benefit from the rising i...
Long-term RMB trend remains stable
CHINA · Report · 28 Mar 2022
Economic recovery has been relatively strong, thanks largely to export and fiscal policy support. In January-February, industrial output rose 7.5% y/y, up 3.2 pps from December 2021. Investment was up 12.2% y/y, up 7.3 pps from 2021. Real estate investment increased 3.7%, having stopped its previ...
The period for party affiliations, resignations and electoral registration ends this week, the Minister of Education will speak in the Senate on Thursday, and there will be two important judgments in the STF
BRAZIL POLITICS · Report · 28 Mar 2022
The period for party affiliations, resignations and electoral registration ends on April 2. April 1 is the last day that proportional office holders (federal, state and district deputies) are allowed to switch parties without risking losing their mandate. Milton Ribeiro, the Minister of Education...
Argentina's new USD debt payments after the EFF approval
ARGENTINA · Report · 28 Mar 2022
Following last week´s expected Senate approval, on Friday the board of directors of the IMF approved Argentina´s Extended Fund Facility (EFF) program. This puts a formal end to a nearly two-year debt negotiation, including the first-ever local Congressional debate to endorse such a financing prog...
The Bank of Israel prepares markets for aggressive tightening
ISRAEL · Report · 28 Mar 2022
1. Deputy Governor Abir suggested that more aggressive tightening is likely, due to inflation acceleration. 2. The labor market is rapidly returning to pre-Covid employment levels, considered full employment. 3. Hi-tech service exports continue to expand rapidly, supportive of shekel...
Research trip reflections: the impact of a changing Saudi Arabia and differing approaches to the oil windfall
GULF COUNTRIES · Report · 28 Mar 2022
I've just completed a 3-week 6-country tour around the GCC to take a sounding of the mood as Covid cases and restrictions ease. I had dozens of meetings with academics, officials, journalists, business leaders, investors and others, whose time, insights and hospitality I greatly appreciate. Trave...
China withdraws from Russian gas marketing deal
RUSSIA / FSU POLITICS · In Brief · 28 Mar 2022
On March 27 it was announced that Sinopec Group is pulling out of a USD 500 million deal to market gas for Sibur. Sinopec Group is state run and fears being sanctioned if it proceeds with the deal.Sinopec attended a meeting with the Chinese Foreign Ministry before announcing its decision. This ha...
UAE: Quick thoughts on Sharjah's paused sukuk issuance
GULF COUNTRIES · In Brief · 28 Mar 2022 · 1 response
Sharjah began marketing a $750m sukuk last week, its first since July 2021. We had initially thought this had priced on Friday, but this was incorrect (thanks for the correction from a client). The issuance seems to have paused because of volatile rates (GC) but may price this week. Here are a fe...
The Bank of Israel prepares markets for aggressive tightening
ISRAEL · In Brief · 27 Mar 2022
The Deputy Governor suggests aggressive tightening ahead At a conference on Thursday, Andrew Abir said: “In view of recent developments in inflation and the increase in expectations, the process of monetary tapering may be more rapid than we thought.” Clearly, a rate hike on April 11th is to be e...