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 Nov 12 -
Brazil Economics databank Sep 15
-
Central America databank Oct 29
-
Chile databank Oct 29
-
China databank Mar 21
-
Colombia databank Nov 6
-
Dominican Republic databank Oct 21
-
Ecuador databank Oct 23
-
Gulf Countries databank Nov 14
-
Hungary databank Oct 17
-
India databank Jun 26
-
Mexico databank Oct 21
-
Panama databank Nov 12
-
Peru databank Nov 4
-
Philippines databank Nov 7
-
Poland databank Nov 3
-
Russia Economics databank Nov 14
-
South Africa databank Nov 3
-
Turkey databank Oct 27
-
Ukraine databank Nov 10
-
Venezuela databank Nov 3
NEWS FLASH
UPCOMING WEBINAR - CHILE ELECTION BRIEFING: AFTER THE GENERAL ELECTIONS...
COUNTRY INSIGHTS
Politics: The 4T moves to further restrict the power and independence of the judicial system
MEXICO · Report · 27 Oct 2025
In the ongoing battle to defend the role and independence of the judicial branch of government, the latest front involves the legislative decision to amend the Amparo Law. Those in favor of reforming the Amparo Law charge that it has been used to shield the rich and powerful, especially high-end ...
The Lula-Trump meeting and other weekly topics
BRAZIL POLITICS · Report · 27 Oct 2025
President Lula is returning to Brazil this week and may announce his appointee to replace Justice Luís Roberto Barroso on the Supreme Federal Court (STF). Former President Jair Bolsonaro and seven other defendants convicted for the attempted coup are filing appeals before the STF. The Senate’s Ec...
The force awakens
BRAZIL ECONOMICS · Report · 27 Oct 2025
The decline in the trade surplus since last year has been driven by rising imports, in line with the expansion of domestic demand. On the export side, however, relevant shifts have been observed among different trading partners. China has lost ground due to falling prices of the main commodities ...
Lula met with Trump on Sunday, today is the deadline for Bolsonaro to file a motion for clarification, and the House will hold a concentrated voting session for important bills
BRAZIL POLITICS · Report · 27 Oct 2025
President Lula met with U.S. President Donald Trump. The meeting went well, and Brazil’s business community viewed it with moderate optimism. The main outcome was a tariff truce. Today, October 27, marks the deadline for former President Jair Bolsonaro (PL) and seven other defendants convicted by...
New US sanctions against Rosneft and Lukoil unlikely to thwart Hungary's oil imports from Russia in short term
HUNGARY · In Brief · 26 Oct 2025 · 1 response
There seems to be some lack of certainty about the likely short-term consequences of the new US sanctions on Hungary's oil imports from Russia. We stress short-term, because the long-term prospect is that EU policies keep systematically moving towards eventually, and most probably within two year...
Looser monetary policy, tighter politics
TURKEY · Report · 26 Oct 2025 · 1 response
The politics section starts not with the acquittal of CHP from charges of a rigged convention, but charges of espionage about removed Istanbul mayor Ekrem Imamoglu, who will have given testimony on Sunday. There is a non-negligible probability that a court will determine strong suspicion of him b...
GULF WEEKLY: Oil rebounds on Russian sanctions, US & Qatar warn EU over LNG, Kuwait portfolio flows spike in Q2
GULF COUNTRIES · Report · 24 Oct 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil has rebounded to nearly $67 as a result of new US and EU sanctions on Russia. * The IMF hiked its GCC oil GDP growth forecast for 2025 to 4.2% and for non-oil to 3.8%. * Saudi gigaproject awards so far this year have ...
Macroeconomic and geopolitical developments – Weekly report, October 24, 2025
ISRAEL · Report · 24 Oct 2025
The past week marked the near completion of the first phase of the Trump peace plan, including a fragile ceasefire, the return of all surviving hostages and the bodies of about 15 of the 28 killed, large-scale humanitarian aid to Gaza, and a partial Israeli withdrawal to the “yellow line.” U.S. a...
Lula will meet with Trump on Sunday, the government should submit revenue-boosting bills to Congress, and the deadline for Bolsonaro to file a motion for clarification expires on Monday
BRAZIL POLITICS · Report · 24 Oct 2025
President Lula will meet with U.S. President Donald Trump on Sunday in Malaysia. The Brazilian government hopes to make progress in negotiations over the sanctions imposed on Brazil. In the coming days, the government will send Congress a bill to tax betting companies, fintechs, and interest on e...
TOPIC OF THE WEEK: Is Uzbekistan poised to close the chapter on fiscal profligacy?
CAUCASUS / CENTRAL ASIA · Report · 24 Oct 2025
Wading through the 138 pages of Uzbekistan’s 2026–2028 Fiscal Strategy is a test of endurance, and of language skills, since the document exists only in Uzbek. However, it is very much worth the effort as it provides a glimpse into government's thinking about the fiscal envelope in the next coupl...
NBU holds rate at 15.5% amid concerns over depreciation pressures
UKRAINE · In Brief · 23 Oct 2025
The NBU Board left the prime rate unchanged at 15.5% for the fifth time in a row, to the dissatisfaction of the financial sector, which had expected the regulator to begin an easing cycle in Q4 2025, as outlined in its September communication. According to the press release, the NBU is concerned ...
The STF published the ruling that convicted Bolsonaro, the House approved a PEC that grants lawmakers oversight authority over autonomous agencies, and the Senate will hold a public hearing on income tax reform
BRAZIL POLITICS · Report · 23 Oct 2025
The Supreme Federal Court (STF) yesterday published the ruling of its First Panel, which convicted former President Jair Bolsonaro and seven other defendants of attempting a coup d’état. This opens a five-day window for filing motions for clarification, which seek to address specific points in th...
Kazakhstan macro: recent economic and financial data suggest a coming slowdown in growth
KAZAKHSTAN · Report · 23 Oct 2025 · 1 response
Our previous report highlighted that despite strong economic growth, several paradoxes have surfaced in the Kazakh economy, suggesting a potential slowdown amid inevitable economic policy changes. One such shift involves an evolving fiscal policy and a seemingly more cautious use of public funds....
MPC does the expected, says disinflation slowed, risks more pronounced
TURKEY · Report · 23 Oct 2025 · 1 response
The CBRT/MPC reduced the policy rate by 100 bps to 39.5% today, in line with (median) expectations, which we had posited as a compromise move of sorts in our Sunday post, so we were not surprised. The key change in today’s statement pertains to the paragraph on inflation developments and outlo...
2026 National Budget: the challenges of governance and fiscal consolidation
PHILIPPINES · Report · 23 Oct 2025
The Philippines' 2026 P6.8-trillion national budget reflects the government’s effort to sustain social spending but exposes persistent weaknesses in fiscal governance. Despite reallocations from flood control to education, health, and food security, unprogrammed appropriations worth P250 billion...