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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 9
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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
COUNTRY INSIGHTS
Webinar Replay: Turkey 2022 Outlook Webinar
TURKEY · Report · 14 Jan 2022
Cut through the uncertainty and understand what's ahead for Turkey in 2022. Visit our events calendar to watch the replay of our webinar featuring Murat Ucer and Atilla Yesilada discussing Turkey’s macro and political outlook.
Market volatility increases as geopolitical noise hit Russia
RUSSIA ECONOMICS · In Brief · 14 Jan 2022
The Russian economy is waking up after a long New Year holiday break in a volatile environment caused by geopolitical noise. Compared to December 31, the Russian 10Y OFZ yields jumped by around 100 bps on January 14. The Russian ruble nearly attained almost the R/$ 77 benchmark on January 5, ahea...
President Bolsonaro decides that the Office of the Chief of Staff must approve of the management of the public budget, the issue of the public servants’ salary raise continues to cause problems for the government, and another poll will be released today
BRAZIL POLITICS · Report · 14 Jan 2022
Bolsonaro’s decision undoubtedly strengthens the power of the PP party in relation to the budget issue and reduces the centrality of the decision of the Ministry of the Economy. However, the decision makes sense; the Chief of Staff is part of the Budget Board, which deals with issues related to t...
High inflation is likely to support a rate hike in April
ISRAEL · In Brief · 14 Jan 2022 · 1 response
December’s CPI surprises on the upside Following two months of downward inflation surprises, inflation in December reached 0.3% m/m (expectations were for 0.1%) and 2.8% y/y (up from 2.4% last month).Food prices surprised on the upside, increasing by 0.5% m/m and 3.5% y/y. Rental prices (OER) inc...
Omicron rises (in Jamaica)
JAMAICA / BAHAMAS · Report · 14 Jan 2022
Last week, Thursday evening on January 6, Jamaica’s Minister of Health Christopher Tufton held an emergency press conference to mark Jamaica’s highest ever number of new daily Covid cases, at 1120, as of January 5, combined with one of our highest ever positivity rates, at 46.8% (the average for ...
January starts with bad news
ARGENTINA · In Brief · 13 Jan 2022 · 1 response
Consumer price inflation in December was 3.8%, up from 2.5% in November, and the prospects for January are still worse. The monetary base has been expanding at 12% per month since the beginning of December. The Central bank has increased the interest rate and the pace of adjustment of the officia...
State finance secretaries meet to discuss whether the freeze on the ICMS tax on fuels should be extended, Paulo Guedes remains against granting salary raises to public servants, and a new poll on the election is expected today
BRAZIL POLITICS · Report · 13 Jan 2022
The meeting of the National Committee of Secretaries of Finance (Comsefaz) is scheduled for 3 p.m. The freeze was instituted in October last year amid a scenario of successive increases in fuel prices and is valid until January 31. The Minister of the Economy, Paulo Guedes, should meet with the p...
Oil will be key to defend the bolivar - amendment
VENEZUELA · Report · 13 Jan 2022
Please see the amendments to Table 2 at the end of this report. Venezuela’s first hyperinflation cycle has ended. In December 2021, inflation slowed to an average monthly rate of 19 percent and an annual rate of 686 percent. The policy framework that brought hyperinflation to a halt lasted ...
Export growth remains strong in Q4
ISRAEL · In Brief · 13 Jan 2022
Export growth remains strong in Q4 Manufacturing exports expanded by 13% saar in Q4 following growth of 25% in Q3. Export growth was concentrated in computer components, pharmaceuticals and defense industries. Manufacturing exports increased by 15% in all of 2021. In Q4, imports of raw materials ...
No rate hike today, analysts expect slightly lower CPI-inflation for December
HUNGARY · In Brief · 13 Jan 2022
The weekly deposit tender is held by the MNB today. The fixed interest rate for the tender was set at 4% again, unchanged from last week. Looking at the forint's position at EURHUF 355, the lack of any further rate hike this time is genuinely unsurprising. Indeed, the forint has appreciated sharp...
NATO-Russia talks come to nought
RUSSIA / FSU POLITICS · In Brief · 12 Jan 2022
On January 12 the talks on Ukraine did not reach an agreement. NATO refused to rule out NATO membership. Both sides agreed to continue negotiating.Moscow wanted limits on the numbers of NATO troops deployed in Eastern Europe. NATO has not agreed to such a measure since the Cold War. Russia is off...
CSTO begins withdrawal from Kazakhstan
RUSSIA / FSU POLITICS · In Brief · 12 Jan 2022
On January 11 President Tokayev announced that the allied troops are pulling out of the country. The pullout is due to be completed by January 21. It is a measure of how self-assured Tokayev is that he himself announced the withdrawal. He addressed parliament on the matter.On January 12 Tokayev v...
The Banco Genial/Quaest poll should be published today, those who intend to run for elective office must step down from their positions by April 2, and after meeting with Roberto Campos Neto, Sinal threatens to strike for an indefinite period of time
BRAZIL POLITICS · Report · 12 Jan 2022
The Banco Genial/Quaest poll interviewed 2,000 voters between January 6-9, and two other polls should be published this week, one on Thursday and another on Friday. The likelihood is for them to continue to reflect the polarization between Jair Bolsonaro and Lula. According to President Bolsonaro...
US-Russia talks lead to nothing but more talks
RUSSIA / FSU POLITICS · In Brief · 11 Jan 2022
On January 10 negotiations in Geneva lasted 7 hours. There was no agreement but both sides said they would continue dialogue with a view to achieving detente. Russia's Deputy Foreign Minister promised the US that Russia has no intention of invading Ukraine. Washington reacted with skepticism and ...
Kazakhstan returns to normal
RUSSIA / FSU POLITICS · In Brief · 11 Jan 2022 · 1 response
On January 10 shops were open and people were on the streets of Almaty. It was a day of mourning for the dead. Public transport was functioning.The government blamed terrorists and said many were foreign. 6,000 people have been arrested. Many are guestworkers from Uzbekistan and Turkmenistan. The...