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Events
Databanks
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Argentina databank Apr 30 -
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 Apr 28
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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 Mar 25
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Panama databank Jan 28
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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 Apr 11
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank Mar 6
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Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Greater Growth, Lower Risk and Interest Rates Higher Than the Neutral Level
BRAZIL ECONOMICS · Forecast · 21 Jun 2021
We project growth of 5.2% in 2021, and 2% in 2022, near potential growth. In 2021, the persistence of a weak labor market will prevent significant expansion of household consumption, and the fiscal constraint will prevent a greater contribution from government consumption. With investments still ...
Economics: Investment recovery remains very slow and uneven
MEXICO · Report · 21 Jun 2021
Reactivating investment is key to the recovery of the Mexican economy following the decline observed since the second half of 2018, and especially during the pandemic. The determining factors driving such a renewed growth in investment would be certainty, confidence, consumption reactivation, and...
Politics: Organized crime’s significant violent intervention in the June 6 mid-term elections
MEXICO · Report · 21 Jun 2021
Organized crime, specifically drug cartels, has increased its control over state and municipal governments. This played out in the recently concluded June 6 mid-term elections. There were 91 killings of candidates and their staff during the campaign, along with 1,000 violent attacks on Election D...
Movement in the political center and other weekly topics
BRAZIL POLITICS · Report · 21 Jun 2021
This week, the government will send Congress a bill that modifies income taxes for individuals and companies, aside from the taxation of profits and dividends. In the House, we highlight the vote on the Eletrobras provisional measure. The Senate could vote on the provisional measure that increase...
Provisonal measure on the privatization of Eletrobras should be voted upon in the House, important bills on tax changes in Congress, and 500,000 deaths from COVID-19
BRAZIL POLITICS · Report · 21 Jun 2021
The edited text on the privatization of Eletrobras submitted to the House by the Senate will likely be approved. The Ministry of the Economy’s Tax Passport should be voted upon in the Senate on Thursday. The Senate’s COVID CPI has three testimonies scheduled for this week.
Government adopts austerity plan in public spending.
DOMINICAN REPUBLIC · In Brief · 21 Jun 2021
Last Saturday President Luis Abinader issued Decree 396-21, which provides for the adoption of a set of administrative measures in order to rationalize public spending. The measures adopted impose restrictions on the purchase of vehicles and remodeling of buildings. Likewise, parties, donations a...
Inflation surprised slightly on the downside in May
ISRAEL · Report · 21 Jun 2021
Highlights Inflation surprised slightly on the downside in May: * Inflation reached 1.5% y/y and core inflation 1.0% y/y. * The main surprise came from clothing prices, with a modest seasonal price increase. This suggests that the seasonal price decline in the summer months will also...
Armenian election leads to victory for Prime Minister Pashinyan
RUSSIA / FSU POLITICS · In Brief · 21 Jun 2021
Armenia held a parliamentary election on June 20, 2021. The acting Prime Minister Nikol Pashinyan's My Step Alliance won 545 of the vote. This exceeded expectations. The opposition, led by Robert Kocharyan, said the results were due to cheating. His party won only 21%.Pashinyan is an English-spea...
Analysts expect the sterilisation rate to rise to 0.9% tomorrow
HUNGARY · In Brief · 21 Jun 2021
The much-awaited June rate-setting meeting, when the Monetary Council is set discuss the quarterly inflation report as well, is due tomorrow. Analysts, including us, expect both the 1-week deposit rate and the base rate to go 0.9%, from 0.75% and 0.6% respectively. In effective terms, this would ...
Macro (shekel) fundamentals improve in Q121
ISRAEL · In Brief · 20 Jun 2021
Highlights: Inflation surprised slightly on the downside in May. Inflation reached 1.5% y/y and core inflation 1.0% y/y. The main surprise came from clothing prices, with a modest seasonal price increase. This suggests that the seasonal price decline in the summer months will also be more modest....
Goodbye Biden, hello (again) volatility
TURKEY · Report · 20 Jun 2021
This week’s report is uncharacteristically short and focuses mainly on the economic data, as our politics author-cum-cosmic strategist is experiencing internet problems where he is. As regards the much-anticipated Biden-Erdogan meeting, this author’s understanding is that all contentious issue...
Putin announces massive public spending as his party loses popularity
RUSSIA / FSU POLITICS · In Brief · 20 Jun 2021
On June 19 Putin said at a United Russia Party conference that RUB 100 billion would be spent on infrastructure and welfare. Putin was a member of United Russia until 2010. Now he is an independent. However, United Russia is the most slavishly pro-Putin party. Putin's ratings are always above the...
Gazprom causes massive methane leak
RUSSIA / FSU POLITICS · In Brief · 19 Jun 2021
On June 19 Gazprom acknowledge its greatest environmental disaster in 2 years. Gazprom is the biggest gas company in Russia. The leak occurred on June 4 and Gazprom tried not to admit it. There have been several significant polluting events in Russia over the last few years. 2.7 million cubic met...
Takeaways from congressional hearings on recent power outages
PHILIPPINES · In Brief · 19 Jun 2021
Ordinarily, rotational brownouts lasting a few hours are par for the course during hot summer months in the Philippines. The heat drives up usage of air conditioners at a time when power generation from hydroelectric plants falls. Puzzlingly though, outages this time around happened while the eco...
GULF WEEKLY: Strong Saudi Q1 GDP, Dubai bails out Emirates, Egypt-Qatar reconciliation
GULF COUNTRIES · Report · 18 Jun 2021
A skimmable summary overlaid with our analysis and links. Headlines: * Oman’s coronavirus cases and deaths hit new records, and hospitals are under strain. * Saudi non-oil Q1 GDP grew by 4.9% q/q SA, even stronger than the earlier flash indicator. * However, the tourism sector will suffer a ...