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Events
Databanks
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Argentina databank Oct 17 -
Brazil Economics databank Sep 15
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Central America databank Sep 30
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Chile databank Sep 25
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China databank Mar 21
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Colombia databank Oct 1
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Dominican Republic databank Oct 21
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Ecuador databank Oct 23
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Gulf Countries databank Oct 24
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Hungary databank Oct 17
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India databank Jun 26
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Mexico databank Oct 21
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Panama databank Jul 17
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Peru databank Sep 29
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Philippines databank Oct 8
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Poland databank Sep 29
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Russia Economics databank Oct 16
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South Africa databank Oct 3
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Turkey databank Aug 11
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Ukraine databank Aug 15
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Venezuela databank Oct 6
NEWS FLASH
LIVE WEBINAR TODAY - POST-ELECTION ARGENTINA: INFLATION, GROWTH AND THE...
COUNTRY INSIGHTS
First round of opposition primaries ended with an almost complete lack of clarity
HUNGARY · In Brief · 02 Oct 2021
The first round of the united opposition's primary election is now over, and voting results are fully counted. Out of the 106 parliamentary constituencies, DK (the Democratic Coalition) has won candidacy in 32, Jobbik in 29, MSzP (the Socialist Party) in 18, Momentum in 15, Párbeszéd in 7 and LMP...
GULF WEEKLY: Saudi pre-budget, Bahrain & Dubai GDP, Bahrain 10% VAT, Kuwait national dialogue
GULF COUNTRIES · Report · 01 Oct 2021
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC expects oil demand to keep rising, although it cut its 2045 forecast by -1m b/d to 108m. * LNG hit a record price, and Brent touched $80 for the first time in three years. * The Saudi pre-budget statement sees a defi...
On Kavcioglu interview, CBRT reserves and September inflation
TURKEY · Report · 01 Oct 2021
We have received a few queries on the topics included in the title above, i.e., statements made by CBRT Governor Kavcioglu in a recent interview; the relative improvement in CBRT reserves, and September inflation forecast, which will be released this Monday. We thought it might be useful to provi...
Inflationary pressure to remain high in 4Q21
RUSSIA ECONOMICS · In Brief · 01 Oct 2021
Rosstat reported that inflation w-o-w was 0.29% in seven days ending September 27. Inflation reached 0.49% and 5.20% MTD and YTD, which is above expectation. In September, inflation y-o-y will well exceed 7.0%, prompting the CBR to raise the key rate further.Inflation remains high as budgetary ex...
The PSL has agreed to merge with the DEM, Eduardo Leite is in the lead in the PSDB primaries, and next week will be the last week of testimony in the Pandemic CPI
BRAZIL POLITICS · Report · 01 Oct 2021
Today, President Bolsonaro signs the Green Rural Product Certificate Decree at 10:30 a.m. and at 3:30 p.m. he participates in the ceremony for the beginning of the Maringá Airport modernization projects and the inauguration of the Bela Vista Hydroelectric Power Plant in Maringá, Paraná. This week...
A note on the spike in the recent GDP data: it hides a dismal recovery
PANAMA · Report · 01 Oct 2021
The 40.4 percent growth in Q2 (10.0 percent in the first semester) may not be enough to achieve the double-digit performance for the year that some analysts predict. The rebound will face a labor market characterized by increasing unemployment and informality. Only a handful of sectors will reach...
Kyrgyzstan takes more action against Kumtor as jailed former president mulls return to politics
RUSSIA / FSU POLITICS · In Brief · 01 Oct 2021
On September 29 Kyrgyzstan put some more executives of Centerra Gold on its wanted list. The Canadian company owns a gold mine in Kyrgyzstan. The executives are accused of bribery.The UKMK (security agency) said that the company was corrupt and made USD 200 million illicitly. A former Prime Minis...
Solomonic decisions ahead
ECUADOR · In Brief · 30 Sep 2021
As we expected, five of the seven members of the Administrative Committee from the Assembly (CAL) rejected the bill Creating Opportunities submitted personally by president Guillermo Lasso for the legislators’ approval. They justified their decision alleging the project referred to multiple topic...
The fuel issue is a priority for Arthur Lira, the House approved the bill that creates the Gas Social Program, and Petrobras also announced a social program for low-income families
BRAZIL POLITICS · Report · 30 Sep 2021
Arthur Lira said that he will try to find a solution for the prices of fuel and cooking gas in the coming days. The Gas Social Program bill was authored by Deputy Carlos Zarattini (PT-SP) and provides that, every six months, the value of gas must be equal to at least half of the average national ...
Why does Evergrande matter?
CHINA FINANCIAL · Report · 30 Sep 2021 · 2 responses
Special points to highlight in this issue: * The Evergrande crisis is not the cause of anything. It is simply one of the most recent of a series of debt-related crises beginning with that of Baoshang Bank in May 2019. These include, most notably, Huarong, HNA, and soon enough by all accounts,...
First round of opposition primaries shifted consensus towards a centre-left, pro-European stance
HUNGARY · In Brief · 30 Sep 2021
The first round of the opposition alliance's primary election ended the day before yesterday, and partial results are available now.The first round was about the election of joint candidates for all of parliament's 106 constituencies and the selection of the united opposition's joint candidate fo...
Groundbreaking for an EV battery plant
INDONESIA · Report · 29 Sep 2021
Indonesia has made an important step toward becoming a base for the production of electric vehicles (EVs). In 2020 Hyundai Motor started the construction of its automotive plant in Karawang, Indonesia, approximately 50 km east of Jakarta. Then in mid-September 2021, LG Chem jointly with Hyundai M...
COVID resurges, even as finances stabilize
CENTRAL AMERICA · Report · 29 Sep 2021
El Salvador’s economy shows remarkable dynamism toward overcoming the economic effects of the pandemic, in H1 2022 or even earlier. In politics, understanding where El Salvador is headed continues to be a hard task. President Nayib Bukele’s political discourse normally highlights success in confr...
The two main issues moving Brasilia are fuel prices and the emergency aid program, Sen. Tasso Jereissati withdrew from the PSDB primaries, and the Pandemic CPI should hear businessman Luciano Hang today
BRAZIL POLITICS · Report · 29 Sep 2021
Yesterday, the president of the House, Arthur Lira, tweeted that Brazil can no longer tolerate gas prices at R$ 7 and cooking gas at R$ 120. Yesterday, the National Secretary of the Treasury, Jeferson Bittencourt, said that the government has "strong reservations" about renewing the emergency aid...
A Public Budget Bill for 2022 without fiscal reform and a deficit of 3% of GDP
DOMINICAN REPUBLIC · In Brief · 28 Sep 2021
The Council of Minister approved yesterday that the General Public Sector Budget Bill for 2022 will have a deficit of 3% of GDP. The amount of income is projected in DOP871 b. and the total expenses and financial applications would amount to DOP1,046 b. The financing need would amount to DOP175 b...