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 Jul 2
-
Brazil Economics databank Jun 16
-
Central America databank Jun 27
-
Chile databank May 27
-
China databank Mar 21
-
Colombia databank Jun 5
-
Dominican Republic databank Jun 18
-
Ecuador databank Jun 20
-
Gulf Countries databank Jul 4
-
Hungary databank Jun 23
-
India databank Jun 26
-
Mexico databank Jul 1
-
Panama databank May 13
-
Peru databank Jun 27
-
Philippines databank Jun 6
-
Poland databank Apr 29
-
Russia Economics databank Jun 16
-
South Africa databank Jun 9
-
Turkey databank Apr 24
-
Ukraine databank May 12
-
Venezuela databank Jun 4
NEWS FLASH
UPCOMING WEBINAR - CAUCASUS AND CENTRAL ASIA: POLITICAL PASSIONS IN THE...
COUNTRY INSIGHTS
Politics: Balance sheet and political outlook in AMLO’s third year in office
MEXICO · Report · 06 Dec 2021
President Andrés Manuel López Obrador has just completed half of his six-year term. While his popularity has actually increased in the past few weeks and his supporters are more enthusiastic than ever, the results of his administration, despite almost daily glowing reports in the President’s dail...
Economics: Imports and FDI stats cast doubt on recovery prospects clouded by internal policies and the global context
MEXICO · Report · 06 Dec 2021
In previous issues of the Economic Outlook, we have analyzed the behavior of exports as an essential factor in economic growth perspectives, especially considering that in the second half of 2020 and the beginning of 2021 it was the only sector in the whole economy with any dynamism. To complemen...
Is Auxílio Brasil enough for Bolsonaro and other weekly topics
BRAZIL POLITICS · Report · 06 Dec 2021 · 1 response
Arthur Lira and Rodrigo Pacheco decide on the partial enactment of the Precatórios PEC. The government is waiting for the decision to begin issuing Auxílio Brasil payments this week. The House may vote on Refis. In the economy, the Central Bank's final meeting of the year to decide on the interes...
Investment activity rebounds in 2021
RUSSIA ECONOMICS · In Brief · 06 Dec 2021
Rosstat reported that investment in production capacity was up y-o-y by 7.8% in 3Q21 and by 7.6% in 9M21. Investment increased almost all across the economy apart from the mining sector (down by 0.2% y-o-y in 9M21). This decline occurred due to a 6.4% contraction of investment in the oil-and-gas....
Lira and Pacheco should reach a decision on the Precatórios PEC, Auxílio Brasil payments expected to begin on Friday, and the STF should resume trial on the case questioning the constitutionality of the transfer of certain public service concessions
BRAZIL POLITICS · Report · 06 Dec 2021
While some senators believe that the House should expedite the analysis of the proposal and review the changes they made, Lira supports the partial enactment of the Precatórios PEC. The most likely scenario right now is the partial enactment of the proposal, but this depends on an agreement betwe...
Some initial signs of wage inflation
ISRAEL · Report · 06 Dec 2021
1. Wage growth accelerated in September and will be a factor supporting inflation. 2. Private consumption growth has shifted from goods to services. 3. The shekel appreciated by 0.8% last week; fundamentals remain pro-shekel.
Regarding Kemal Kilicdaroglu
TURKEY · Report · 06 Dec 2021 · 1 response
Over the weekend, the Financial Times published an expose about CHP leader Kemal Kilicdaroglu, 11 years after he ascended to the throne of the party. I predict with 73.496% confidence that the WSJ and the Economist shall follow suit, thus it became incumbent upon me to steal the march on them.
Some initial signs of wage inflation
ISRAEL · In Brief · 05 Dec 2021
Highlights of our weekly review:Signs of some wage inflationThe average wage increased by 1.7% m/m in September (sa).Average wage growth over the past two years is up 4.8% annual, accelerating from 4.1% last month.Wage pressure is more apparent in communications and information (up 9.2%), finance...
Russia has probably suffered the most coronavirus deaths of any country
RUSSIA / FSU POLITICS · In Brief · 05 Dec 2021 · 1 response
Statistics out on December 3 showed that the death toll in October 2021 was a record. There were 90,000 coronavirus deaths from October 2021 which is a 57% YoY increase. That is a damning indictment of the failure to get more people vaccinated. There have been 813,000 coronavirus deaths in total ...
EU provides defense equipment to Georgia, Moldova and Ukraine
RUSSIA / FSU POLITICS · In Brief · 04 Dec 2021
On December 2 it was announced that the EU will strengthen the defense capacities of these three Eastern European nations. This comes under the European Peace Facility scheme. No weapons will be provided.Georgia will receive USD 14 million worth of equipment. This is mostly medical and engineerin...
GULF WEEKLY: OPEC+ sticks with taper, S&P stabilizes Bahrain, Macron sells jets to UAE
GULF COUNTRIES · Report · 03 Dec 2021
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC+ surprised markets by sticking with its taper but hinted that it could reconsider mid-month if needed. * Iran nuclear talks finally reconvened, just as Iran restarted enrichment at a controversial underground site. ...
The vote on the Precatórios PEC was concluded in the Senate, the Auxílio Brasil MP was approved, and the STF discusses the constitutionality of the transfer of public service concessions
BRAZIL POLITICS · Report · 03 Dec 2021
Lower House President Arthur Lira supports the partial enactment of the Precatórios PEC. There will have to be a close study on what can or cannot be enacted. The partial enactment of the PEC may cause negative reactions from some senators, who would like the House to analyze the entire text appr...
Inflation jumps in November, but this is just a beginning
TURKEY · Report · 03 Dec 2021 · 2 responses
Consumer prices rose by 3.5%, m/m, in November, higher than the consensus of around 3%, with the 12-month rate increasing further to 21.3% from 19.9% in October. Producer prices rose by a whopping –though not so surprising (given the direct effects of currency weakness and higher energy prices in...
Sputnik V slowed by WHO's onerous bureaucracy - claims global backer
RUSSIA / FSU POLITICS · In Brief · 03 Dec 2021
On December 2 the statement was made. The vaccine was registered in Russia in August 2020. Russia is very proud that it beat the world in registing the first vaccine. The vaccine is also a means for Russia to assert its soft power. It has produced a friendlier image of Russia in dozens of countri...
Spending plan 2022 approved with small deficit 3.5% of GDP and conservative revenues targets
UKRAINE · In Brief · 03 Dec 2021
Yesterday, on Dec 2nd, Verkhovna Rada approved spending plan 2022. The final version of the document was not released yet, some marginal revenues and spending have been added on the last moment. But the deficit target was left unchanged at the level of 3.5% of GDP. Targeted tax collections remain...