Services
GLOBAL COVERAGE
- ARGENTINA
- BRAZIL ECONOMICS
- BRAZIL POLITICS
- CAUCASUS / CENTRAL ASIA
- CENTRAL AMERICA
- CHILE
- CHINA
- CHINA ADVISORY
- CHINA FINANCIAL
- COLOMBIA
- DOMINICAN REPUBLIC
- ECUADOR
- GULF COUNTRIES
- HUNGARY
- INDIA
- INDONESIA
- ISRAEL
- JAMAICA / BAHAMAS
- KAZAKHSTAN
- MEXICO
- NIGERIA
- PANAMA
- PERU
- PHILIPPINES
- POLAND
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- TURKEY
- UKRAINE
- VENEZUELA
Events
Databanks
-
Argentina databank Feb 7
-
Brazil Economics databank Jan 16
-
Central America databank Jan 28
-
Chile databank Dec 3
-
China databank Mar 21
-
Colombia databank Feb 6
-
Ecuador databank Jan 21
-
Gulf Countries databank Feb 7
-
Hungary databank Jan 24
-
India databank Jan 24
-
Mexico databank Jan 23
-
Panama databank Jan 28
-
Peru databank Jan 31
-
Philippines databank Feb 7
-
Russia Economics databank Jan 15
-
South Africa databank Feb 4
-
Turkey databank Dec 24
-
Ukraine databank Nov 12
-
Venezuela databank Feb 4
NEWS FLASH
UPCOMING WEBINAR - NORTH AMERICA TRADE WAR: IMPLICATIONS FOR MEXICO...
COUNTRY INSIGHTS
Synthesis of the Brazilian economy
BRAZIL ECONOMICS · Report · 09 Sep 2020
At the start of September, the number of confirmed Covid-19 cases reached 4 million, slightly over 6 months after the first recorded case of contagion. Only the United States surpasses that number, with 6.1 million people infected on the same date. The good news is that the first signs have appea...
GDP – How far will it fall in 2020? How fast will it recover?
BRAZIL ECONOMICS · Report · 09 Sep 2020
With the contraction of 9.7% in the second quarter, and the revision of the first-quarter result to -2.5%, Brazil’s GDP accumulated a decline of 12% in the first six months of 2020. There are no doubts that the bottom of the well has already been reached, but doubts persist about the pace of reco...
China virus check – week ending September 7, 2020
CHINA ADVISORY · Report · 09 Sep 2020
Good news continued this week. Sales of autos and property have continued to rise for most of the recent periods. Also, the film industry maintained its very high levels YoY due to the release of new films and a clear desire among citizens for entertainment. There seems to be a definite return to...
NATO countries stage military exercise in Georgia
RUSSIA / FSU POLITICS · In Brief · 09 Sep 2020
On September 8 over 2,700 troops from several NATO countries took part in joint military drills in Georgia. The exercise is called "Noble Partner 2020" and will last 11 days. The US says its participation is intended to deepen co-operation with Georgia and other partners.Live fire exercises and t...
International doctors skeptical about Russian coronavirus vaccine
RUSSIA / FSU POLITICS · In Brief · 09 Sep 2020
On September 4 an article a UK medical journal called the Lancet published a dubious judgment on Russia's Sputnik V vaccine. Physicians and research scientists have grave doubts about the effectiveness and safety of the drug. The scientific data provided by Russia supposedly include inexplicable ...
August inflation unsurprisingly rose a bit further, explaining yesterday's MNB move
HUNGARY · In Brief · 09 Sep 2020
CPI-inflation was reported at 0% mom, 3.9% yoy, the latter slightly up from 3.8% in July and in line with analyst expectation. Core inflation also went up moderately, to 4.7% yoy from the previous 4.5% by the KSH's basic measure, to 4.2% yoy from 4.1% by the MNB's tax-adjusted indicator, and to 4...
Agreement to overturn veto on exemption from payroll tax
BRAZIL POLITICS · Report · 08 Sep 2020
Today, the leader of the government in Congress, Senator Eduardo Gomes (MDB-TO), told the newspaper Valor Econômico that an agreement is underway to overturn, next week, President Jair Bolsonaro’s veto of the extension on the exemption from payroll tax in 17 sectors. The exemption will be exte...
No surprise as South Africa’s economy contracts by 51% in Q2 2020
SOUTH AFRICA · Report · 08 Sep 2020
The 2Q GDP results had been expected to be the worst in decades because of the effect the Covid-19 pandemic has had on the country and the economy. The second quarter was the period during which strict lockdowns, some of the strictest globally, were implemented in the country, which of course gre...
Coronavirus vaccine mass trials in Russia
RUSSIA / FSU POLITICS · In Brief · 08 Sep 2020
On September 8 Moscow announced that a coronavirus vaccine has been rolled out to the public. Up until now it has been mainly administered to soldiers. Now it is being trialed on volunteers from the general public.The vaccine - named Sputnik V- is due to enter general circulation. The Health Mini...
Priority reform proposals have been submitted and other weekly topics
BRAZIL POLITICS · Report · 08 Sep 2020
This will be a shorter week due to this week's holiday. In Congress, expectation surrounds the vote on presidential vetoes. Minister Luiz Fux takes over as president of the Federal Supreme Court, replacing Minister Dias Toffoli. In the economy, we highlight the release of the August IPCA. This...
FX intervention accelerates, additional monetary tools likely
ISRAEL · In Brief · 08 Sep 2020
The BoI purchased 2.56bn USD in August and 14.1bn YTD in order to slow shekel appreciation. The shekel appreciated by 1.1% in August (against the basket) and by 2.7% YTD. Appreciation is supported by a CA surplus (which apparently improved in Q3 due to the lack of flights abroad), net FDI, foreig...
Correa's Sentence for Eight Years of Jail is Ratified
ECUADOR · In Brief · 07 Sep 2020
Today at 3 pm Quito's time, the Criminal Cassation Court ratified the sentence of eight years of prison for bribery for Rafael Correa, Jorge Glass (former vice-president), three former ministers including Alexis Mera (Correa's legal advisor), other memebers of the Correistas' group, and several C...
The opposition split
VENEZUELA · In Brief · 07 Sep 2020
The December 2020 legislative elections mark the end of a political cycle. Maduro needs to achieve a measure of stability to remain in power until the 2024 presidential election and mitigate the risk of the status quo with an interim government that enjoys international support, unwilling to reco...
Politics: Squaring off in decisive Legislature
MEXICO · Report · 07 Sep 2020
The third and last year of the federal legislature elected along with President López Obrador in 2018 holds special importance for AMLO’s governing project. Given the risk that the government’s commanding majority in the Chamber of Deputies may not survive the June 6 midterms, he is looking to lo...
Economics: External accounts project uncertainty in the near future
MEXICO · Report · 07 Sep 2020
External account data clearly captured the extent of the profound economic contraction in April-May, including a precipitous fall in demand that tended to ease up during June-July, but as yet there is no evidence of a clear recovery trend. Second quarter balance of payments results showed Mexi...