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Events
Databanks
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Argentina databank Aug 29
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Brazil Economics databank Aug 18
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Central America databank Aug 27
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Chile databank Aug 26
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China databank Mar 21
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Colombia databank Sep 2
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Dominican Republic databank Aug 21
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Ecuador databank Aug 25
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Gulf Countries databank Sep 5
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Hungary databank Sep 11
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India databank Jun 26
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Mexico databank Aug 28
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Panama databank Jul 17
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Peru databank Aug 14
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Philippines databank Sep 10
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Poland databank Jul 16
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Russia Economics databank Aug 14
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South Africa databank Sep 5
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Turkey databank Aug 11
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Ukraine databank Aug 15
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Venezuela databank Sep 2
NEWS FLASH
UPCOMING WEBINAR - AND NOW FOR SOMETHING COMPLETELY DIFFERENT: BRAZIL...
COUNTRY INSIGHTS
The upcoming elections are increasing the amount of friction in Congress, there are several calls for increased spending, and the PT should discuss the Lula-Alckmin alliance
BRAZIL POLITICS · Report · 13 Apr 2022
In the Senate, there is a conflict over the installation of Parliamentary Committees of Inquiry (CPIs). The opposition is trying to collect the necessary signatures to install a CPI to investigate the alleged irregularities in the Ministry of Education (MEC), and government allies have filed a re...
Shanghai lockdown
CHINA ADVISORY · Report · 13 Apr 2022
High frequency cinema opening data suggests a flattening out of the impact of Covid on the country, although it’s too early to tell. Meanwhile, the problems with the Shanghai lockdown highlight the central government’s experimentation with focused lockdowns but also raise questions about Beijing’...
Yet more EU companies leaving Russia
RUSSIA / FSU POLITICS · In Brief · 13 Apr 2022
On April 15 Russian ships will no longer be allowed to dock in EU ports. This will also apply to ships that have until recently been flagged as Russian. There may be some exceptions for ships carrying food and medicine.Russian-registered vehicles are also banned from EU roads. Societe General is ...
Easter break
PHILIPPINES · In Brief · 13 Apr 2022
The Philippines will take its annual Lenten break beginning Thursday. We leave our readers with two thoughts on the economy’s short-term outlook. The latest official survey by Pulse Asia conducted in mid-March, which showed Vice President Leni Robredo’s voter share jumping 9ppt to 24%, has invigo...
A windfall?
VENEZUELA · Forecast · 12 Apr 2022
We update the outlook we presented to you just four weeks ago. A little more than a month after Russia began its invasion of Ukraine and in an environment of tremendous volatility and uncertainty, oil prices have risen sharply, world oil and gas markets are undergoing restructuring, and the e...
The Federal budget surplus rises in March
RUSSIA ECONOMICS · In Brief · 12 Apr 2022
The Ministry of Finance reported that the federal budget surplus reached R614bn and R1.151trln in March and 1Q22. The revenue collection was strong both on the side of oil-and-gas and the non-oil-and-gas taxes. In 1Q22, the government collected 28.7% of total targeted for 2022 revenues (31.2% of ...
Castillo against the wall; further downside economic risks; Central Bank to deliver two more 50-bp shots
PERU · Report · 12 Apr 2022
Faced with widespread nationwide protests, and after his advisors warned of possible serious disturbances in Lima, President Pedro Castillo delivered an April 5th midnight speech, during which he imposed an immediate 22-hour curfew in Lima and Callao. The demonstrations had begun on March 28th, ...
Lula had dinner with MDB leaders in Brasília yesterday, the House may vote on the Auxílio Brasil MP, and the Senate Economic Affairs Committee may vote on the ISS bill
BRAZIL POLITICS · Report · 12 Apr 2022
Former Senate President Eunício Oliveira made a point of stressing that the dinner does not mean Simone Tebet's candidacy will be boycotted. It is also worth mentioning that the MDB is negotiating an alliance with the PSDB, União Brasil and Cidadania for October. It is unlikely that the third way...
Politics: Presidential recall referendum, main implications
MEXICO · Report · 12 Apr 2022
The results of the presidential recall referendum may be considered as a good or a bad outcome depending on the comparisons one makes. Its implications for the 2024 elections do not favor the president, and it can be projected that the fight to control the INE and the legality of elections assume...
Kazakhstan macro: looking for opportunities in 2022
KAZAKHSTAN · Report · 12 Apr 2022
According to Kazakhstan’s Bureau of National Statistics, the nation’s economy grew by 4.0% in 2021. The 2021 figure looked reasonably good after the 2.5% contraction in 2020, especially due to the fact that the pandemic started to influence the Kazakh economy several months later than in Russia a...
Kazakhstan macro: looking for opportunities in 2022
RUSSIA ECONOMICS · Report · 12 Apr 2022
According to Kazakhstan’s Bureau of National Statistics, the nation’s economy grew by 4.0% in 2021. The 2021 figure looked reasonably good after the 2.5% contraction in 2020, especially due to the fact that the pandemic started to influence the Kazakh economy several months later than in Russia a...
Just for the record: new fiscal 2021 figures has published by MEF. The NFPS deficit in 2021 was revised upwards
PANAMA · In Brief · 11 Apr 2022 · 1 response
On April 4, the Ministry of Economy and Finance (MEF) issued its revision of the Balances of the Central Government and the Non-Financial Public Sector for 2021. The net deficit of the NFPS changed from 5.53% of GDP to 6.66% of GDP in 2021 (US$ 3.523 billion to US$ 4.238 billion) or 20.3% larger....
Austrian Chancellor visits Moscow and Kyiv to talk peace
RUSSIA / FSU POLITICS · In Brief · 11 Apr 2022
On April 11 Karl Nehammer spoke to Putin in person for an hour. His attempt to persuade Putin to end military action failed. Nehammer then flew to Kyiv to meet Zelensky.Austria is an EU but not a NATO member. Therefore, its attempt to broker peace was not rejected outright by Russia despite the E...
Economics: Despite recent consumption and investment growth, the outlook remains weak for the next two years
MEXICO · Report · 11 Apr 2022
The latest private consumption and gross fixed capital formation data showed their main indexes experiencing growth at January in an extension of what has been a recovery trend for almost a year and a half. The rise in GFCF extended to construction as well as to spending on both imported and dome...
Lula stumbles at the start and other weekly topics
BRAZIL POLITICS · Report · 11 Apr 2022
The Holy Week holiday will reduce activities in the legislature. The União Brasil may announce its pre-candidate for the Planalto Palace. Public servants are expected to decide to go on strike for salary raises. The Executive Office will send the LDO to Congress. On April 16, the electricity bill...