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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 2
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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 Apr 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 Apr 7
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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
The impact of the pandemic on Russia’s demographic – additional information from Rosstat
RUSSIA ECONOMICS · In Brief · 14 Dec 2020
In recent days Russia’s daily infection cases fluctuated around 28K, while the death toll, according to Rospotrebnadzor, kept fluctuating around an upward trend and once exceeded 600. Rospotrebnadzor is an agency, that apart from various other duties is in charge of collecting real-time statistic...
Despite BoI intervention, pressure for appreciation continues
ISRAEL · In Brief · 13 Dec 2020
Highlights of weekly macro report:Economic indicators remain generally positive, exports accelerate In Sept-Nov, both exports and imports expanded rapidly, reflecting strong growth in both industrial activity and private consumption, especially after the partial opening of the closure. Credit car...
Notes from my meetings on the economy
TURKEY · Report · 13 Dec 2020 · 1 response
I have done a few virtual meetings last week, and joined a sell-side panel, where I shared some thoughts on Turkey’s economic outlook, at a --well, yet again-- extremely tricky juncture. Below, I briefly summarize what I’ve said, including a few issues/questions that popped up in the meetings,...
Russian and British coronavirus vaccines may combine
RUSSIA / FSU POLITICS · In Brief · 12 Dec 2020
On December 11 it was announced that the maker of Sputnik V will join forces with AstraZeneca to try to make a join coronavirus vaccine. The British coronavirus vaccine is made at Oxford. The Gamaleya Research Center developed Sputnik V. The state run laboratory's vaccine has met with widespread ...
3Q20 y-o-y GDP upgraded
RUSSIA ECONOMICS · In Brief · 12 Dec 2020
Rosstat upgraded its estimate of the 3Q20 y-o-y GDP growth, which of course remained negative, but less so (-3.4% versus -3.6% released earlier as a flash estimate). This upgrade was generally in line with GKEM Analytica’s thinking and previous upward revisions Rosstat. As a result, the 9M20 GDP ...
EU to give Ukraine EUR 600 million
RUSSIA / FSU POLITICS · In Brief · 11 Dec 2020
On December 9 Brussels announced that it is granting more macro-financial assistance to Ukraine. This is in view of coronavirus and its economic repercussions. The Vice President of the European Commission said more aid will probably be forthcoming. The money needs to be spent on raising living s...
GULF WEEKLY: UAE F-35s pass Senate, Morocco normalises, Qatar budgets conservatively
GULF COUNTRIES · Report · 11 Dec 2020
A skimmable summary of key developments overlaid with our analysis and links to further information. Headlines include: ● The Gulf Summit may happen in Riyadh rather than Bahrain to facilitate a Qatar deal. ● The JCPOA was a central focus at the Manama Dialogue and Europe could play a key roll ...
Trade boosts current account balance in the third quarter of 2020
SOUTH AFRICA · Report · 11 Dec 2020
South Africa’s (SA) current account recorded a surplus of R297.5bn or 5.9% of gross domestic product (GDP) in the three months ending September 2020. In Q2-2020, the figure was a deficit of R123.7bn or -2.9% (revised from -R104.bn or -2.4%) of GDP. This implies that for the first 9 months of 2020...
Evergrande and China’s Property Bubble
CHINA ADVISORY · Report · 11 Dec 2020
Rising debt at one of China’s largest developers, Evergrande, has led to concerns that China’s property market may be on the verge of collapse. Evergrande has approximately US$120 billion in debt and may have trouble raising financing. The issue, though, is not just the cash position of Evergrand...
Public spending and prices spiked in November
VENEZUELA · Report · 11 Dec 2020
After a surprising slowdown in October, inflation returned with a vengeance in November. Consumer prices rose by 62 percent month-on-month, compared with 21 percent in October. The spike was driven by public spending, which tripled in November compared with October. We expect that momentum from ...
Latam Outlook 2021 – Post-pandemic prospects – Brazil, Chile, Colombia and Mexico
BRAZIL ECONOMICS · Report · 11 Dec 2020
Our live webinar features Affonso Pastore, Igal Magendzo, Juan Carlos Echeverry and Mauricio Gonzalez as they discuss their countries’ fiscal, macro and political prospects for the coming year. This webinar was moderated by Drausio Giacomelli, Research Head, Emerging Markets, Deutsche Bank.
EU-US sanctions: This is not a “one and done” shock!
TURKEY · In Brief · 11 Dec 2020
EU leaders will impose ultra-light sanction on Turkish entities for East Med gas drilling and uncooperative behavior in the Cyprus conflict. Numerous news agencies report that as a final favor to his pal Erdogan, Mr. Trump will unilaterally announce sanctions against Turkish bureaucrats for the p...
Prime rate unchanged at 6% amid inflation speed-up
UKRAINE · In Brief · 11 Dec 2020
As expected, consumer inflation accelerated to 1.3% m/m (+3.8% y/y) in November from +1.0% m/m (+2.6% y/y) in the prior month. The tendency was named as the main reason for the NBU Board to leave prime rate unchanged at 6%. The NBU hopes for resumption of the IMF cooperation and keeps reservation...
EU prolongs sanctions on Russia
RUSSIA / FSU POLITICS · In Brief · 11 Dec 2020
On December 10 the EU announced that sanctions against Russia shall continue until June 2021 at least. The sanctions are to penalise Russia for the Ukraine Conflict. The sanctions are against sectors such as the oil industry.The Minsk Accords signed in 2015 were supposed to end the conflict. The ...
President Luis Abinader announces the development of the Comprehensive Institutional Reform Plan.
DOMINICAN REPUBLIC · In Brief · 10 Dec 2020
The Plan, launched within the context of the celebration of the International Day against Corruption, includes the following actions: 1. Creation of a single portal for transparency of government activity with unlimited access. 2. Regulation of the Public Administration’s advertising. 3. Review a...