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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
Tajikistan and Pakistan ink deal
RUSSIA / FSU POLITICS · In Brief · 09 Jun 2021
On June 2 they signed a memorandum of understanding. The Prime Minister of Tajikistan visited Pakistan for the first ever time. Tajikistan is going to buy Pakistani weapons. Which ones have not been specified. Both countries border Afghanistan. Both are concerned about how the situation in that c...
May CPI-inflation remained at peak level, MNB hardened tightening talk a bit further
HUNGARY · In Brief · 09 Jun 2021
The headline rate of CPI-inflation for May was reported at 0.5% mom, 5.1% yoy this morning. The yoy rate was unchanged from April, ending up lower than the average analyst expectation of 5.2-5.4%.Fuel prices rose further by 1.7% mom, but their yoy increase moderated to 36.2%, from April's peak 39...
May: a month between the good news of recovery, and the bad news of a third COVID-19 wave
DOMINICAN REPUBLIC · Report · 08 Jun 2021
Amid the good news of the economy expanding by 11.5% during January-April 2021, from the same period in 2020, the government was forced to announce the imposition of greater restrictions on mobility for the first week of June, and the intensification of vaccination efforts. The COVID-19 situat...
World Bank warns Eastern Europe and Central Asia
RUSSIA / FSU POLITICS · In Brief · 08 Jun 2021
On June 8 the World Bank said that these regions face major risks well into 2022. These regions will grow by 3.9% in 2021. That seems excellent but in many cases it will not make up for the losses since March 2020. Russia will grow 3.2% in 2021. Rising world demand and rising prices for industria...
South Africa’s economy starts 2021 on a positive note, but the looming third wave of Covid-19 infections present a downside risk to growth
SOUTH AFRICA · Report · 08 Jun 2021
Real annualized quarterly GDP went up by 4.6% in the first quarter of 2021. This was following annualized expansions of 67.3% q/q and 4.6% q/q during the third and fourth quarter of 2020, respectively. Today’s GDP print confirms that South Africa’s economy is indeed recovering from its record slu...
Russian Macro: Revising Forecasts Uр
RUSSIA ECONOMICS · Forecast · 08 Jun 2021
Amid the ongoing global recovery, continuously loose monetary policies in the developed countries, and fiscal stimuli, oil and other commodity prices are likely to secure Russia’s strong current account surplus this year and next despite rapidly growing imports. The federal budget is likely to be...
The 140th attention-grabbing ploy, amid a strong economy
UKRAINE · Report · 08 Jun 2021
We’re all doomed to watch President Volodymyr Zelenskiy’s latest TV project, called “The National Security Council.” Every Friday, journalists and observers are obliged to set aside time to find out what the producers in the Office of the President have generated for the nation’s viewers this tim...
Data on industry, hotels and inflation
HUNGARY · In Brief · 08 Jun 2021
Industrial output rose 59.3% yoy but fell 3.2% mom in April, both on sda basis. The first one was spectacular, but there was a massive base effect, because of a Covid lockdown in force last April, of course. The second one was quite poor, but there was a Covid lockdown in force this April, too. T...
Arthur Lira discusses Administrative Reform, Paulo Guedes deals with the privatization of Eletrobras and Marcelo Queiroga testifies in the COVID CPI
BRAZIL POLITICS · Report · 08 Jun 2021
The COVID CPI will likely focus on Copa America and Dr. Luana Araujo’s testimony from last week. The national leadership of the PSDB discusses the upcoming primaries. There is intense political pressure for the extension of the emergency aid program.
Unemployment back above 8%
PHILIPPINES · In Brief · 08 Jun 2021
The just released April round of the Labor Force Survey offers an informative comparison of the employment picture between first, this year’s lockdown vs. last year, and second, job losses during the latest lockdown. The main takeaways:Losses from this year’s smarter lockdown were substantially l...
Politics: Tough choices in wake of campaign 2021
MEXICO · Report · 08 Jun 2021
Although the parties allied in support of AMLO will no longer enjoy a qualified majority in the Chamber of Deputies, it appears the president may command the simple majority needed to pass regular legislation, including the expenditure bill over which the lower chamber of Congress holds exclusive...
Russia's riposte to Canadian sanctions
RUSSIA / FSU POLITICS · In Brief · 08 Jun 2021
On June 7 Moscow imposed sanctions on 9 Canadian officials. They are government ministers and security chiefs. This was in response to Canada's sanctioning of Russian officials over the Navalny case. The 9 Canadians are forbidden to enter Russia indefinitely.The surprising thing is that it took t...
OMAN: Quick thoughts ahead of sukuk issuance
GULF COUNTRIES · In Brief · 07 Jun 2021
Oman is coming to market with a sukuk only four months after its unexpectedly large $3.25bn bond in January. We had expected that the sovereign would hold back until EDO had gone ahead with its inaugural issuance, of up to $5bn, which the Minister of Oil recently implied would come this month (be...
Economics: FDI plunge continues unabated as additional hurdles loom
MEXICO · Report · 07 Jun 2021
Foreign Direct Investment entering Mexico fell 29.1% at the first quarter of 2021 compared to the same quarter a year prior. A particularly noteworthy aspect of the Foreign Direct Investment result for the first quarter was how reinvested profits increased in relative terms to 60% of total FDI du...
What Appears and What is Hidden in the GDP Numbers for the First Quarter?
BRAZIL ECONOMICS · Report · 07 Jun 2021
We have In the first quarter of 2021, GDP grew by 1.2%, leaving a carry-over of 4.9% to the year, prompting revisions of the growth forecasts for 2021. Some projections are as high as 5%, a rate that, depending on the circumstances, might well be achieved, but it is dependent upon a possible elec...