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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
A formal breakup of the ruling coalition was avoided. But at what cost?
ARGENTINA · In Brief · 20 Sep 2021
On September 20, at 4 pm BA time, President Alberto Fernandez (AF)accepted the oaths of office of the new ministers who emerged after the abrasive negotiations he held with the Kirchnerists, and Cristina Fernandez de Kirchner (CFK) in particular.Both sides had to give in regarding their initial e...
Now comes the hard part
TURKEY · Report · 19 Sep 2021
After the summer pause, Turkey’s diplomatic agenda is slowly coming to fore. President Erdogan’s visit to NYC to address the UN General Assembly is largely symbolic. Afterwards, he shall head to Sochi to convince Putin to cut him some slack in Idlib Syria. He may fail to persuade him and face...
Gas price rise means bonanza for Russia
RUSSIA / FSU POLITICS · In Brief · 18 Sep 2021
As world gas prices rise this means that Russian companies such as Gazprom will reap a reward. The price hikes also redouble the argument for Nord Stream 2. Spot prices for natural gas in Europe were up 20% at one stage on September 15. Gas is a vital energy source for homes and industry. Prices ...
GULF WEEKLY: Iran avoids IAEA censure, splits open in Kuwait opposition, Bahrain tourism begins recovery
GULF COUNTRIES · Report · 17 Sep 2021
A skimmable summary overlaid with our analysis and links. Headlines: * Iran avoided a censure at the IAEA and appointed a hardline deputy foreign minister who may lead nuclear talks. * The Saudi Q2 GDP beat its flash estimate, growing by 1.8% y/y, including 8.4% for the non-oil sector. * A d...
Webinar Replay: Rethinking Ecuador: Is now the time?
ECUADOR · Report · 17 Sep 2021
Visit our calendar page to watch Magdalena Barreiro discuss how a new IMF program, higher commodities prices, and a centrist president appear to have Ecuador positioned for a comeback, and the risks and opportunities in the country’s current macro and political environment.
Pres. Bolsonaro increases the IOF tax in hope of lowering food prices, the Executive Office submitted a bill to the House providing for gradual reduction of federal tax incentives and benefits, and the court-ordered payments PEC approved in the House
BRAZIL POLITICS · Report · 17 Sep 2021
The Federal Government is expected to raise R$ 2.14 billion in order to fund the Auxilio Brasil program and remove the PIS/Cofins tax on corn imports. Arthur Lira may still decide to decrease the processing time of the court-ordered payments PEC by attaching it to another PEC that has already bee...
Prime Minister Hubert Minnis concedes election. Bahamas Government changes
JAMAICA / BAHAMAS · In Brief · 17 Sep 2021 · 1 response
Former Prime Minister Hubert Minnis has conceded the election to the PLP's Philip "Brave Davis". There does not appear to be a final seat count yet but the newspapers project the new Government will have a healthy majority, which is positive in this environment. Apparently it was not a good idea ...
Spending plan 2022
UKRAINE · In Brief · 17 Sep 2021
On September 15, MinFin submitted spending plan 2022 to the parliament, and yesterday it was finally released to the public. We saw nothing extraordinary in the proposed spending plan. However, there are several points we want to highlight for our readers. The proposed spending plan was developed...
President Abinader details constitutional reform content, but the content of the tax reform is pending.
DOMINICAN REPUBLIC · In Brief · 16 Sep 2021
Yesterday, in the dialogue of the political parties called by President Abinader to agree on an agenda of 13 reforms, only the government's proposal on the constitutional reform was presented, leaving for the next meetings the presentation of the content of the remaining reforms, including the fi...
The House CCJ may vote on the report on the court-ordered payments PEC today, the Special Committee on Administrative Reform is ready to vote on the proposal today, and Jerônimo Goergen to file an urgent status request for the payroll tax exemption bill
BRAZIL POLITICS · Report · 16 Sep 2021
Arthur Lira may decide to attach the court-ordered payments PEC to another matter that has already been approved by a Special Committee in order to shorten the processing time for the proposal. The opposition is against many of the measures included in the Administrative Reform proposal, and Maia...
A quick note on Evergrande
CHINA ADVISORY · Report · 16 Sep 2021
The Evergrande crisis appears to be accelerating. Although the dollar bonds rose Tuesday on hopes for a better recovery rate, the overall tone is very negative. The central government has hired outside advisors to assess Evergrande’s credit situation. Morgan Stanley and Fitch have downgraded thei...
Is the governing coalition falling apart? Alberto Fernández is the new De la Rúa?
ARGENTINA · In Brief · 15 Sep 2021
In our last market Brief, we pointed out that the harsh political defeat of “Frente de Todos” (FdT), in last Sunday´s primaries represented a severe blow in the relationship between the president (AF) and the vice-president (CFK).CFK was hardly able to hide her irritation after the primaries, all...
Russian macro forecast: Growth model to evolve – investment to play a greater role
RUSSIA ECONOMICS · Forecast · 15 Sep 2021
In 2021 as a whole, Russia's GDP will well exceed its pre-pandemic level as, having contracted by 3.0% in 2020, its growth this year can reach 4.2-4.3%. This will require a rather unusual and strong q-o-q growth in 3Q21 and 4Q21, which in not impossible as the services sector has potential to exp...
Merger of the DEM and the PSL could be finalized this month, the Special Committee on Administrative Reform will vote on the rapporteur’s report, and Rodrigo Pacheco returned the measure that would have changed the Civil Framework of the Internet
BRAZIL POLITICS · Report · 15 Sep 2021
The merger between the DEM and the PSL could have a direct impact on the 2022 elections. Some members of the PSL are waiting for Jair Bolsonaro to join a party before deciding whether they will stay or follow the President and join his party. The Administrative Reform proposal is likely to be app...
Russia encouraging electric vehicles
RUSSIA / FSU POLITICS · In Brief · 15 Sep 2021
As of 2022 electric vehicles will be able to access toll roads for free. The story appeared on the RBC website and followed the publication of a draft plan document by the government. On August 23 the Prime Minister signed the Development Concept for the Production and Use of Electric Automobile ...