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 Sep 12 -
Brazil Economics databank Aug 18
-
Central America databank Aug 27
-
Chile databank Aug 26
-
China databank Mar 21
-
Colombia databank Sep 2
-
Dominican Republic databank Aug 21
-
Ecuador databank Aug 25
-
Gulf Countries databank Sep 12
-
Hungary databank Sep 11
-
India databank Jun 26
-
Mexico databank Aug 28
-
Panama databank Jul 17
-
Peru databank Aug 14
-
Philippines databank Sep 10
-
Poland databank Jul 16
-
Russia Economics databank Aug 14
-
South Africa databank Sep 5
-
Turkey databank Aug 11
-
Ukraine databank Aug 15
-
Venezuela databank Sep 2
NEWS FLASH
UPCOMING WEBINAR - TURKEY POLITICS: CHP VS. GOLIATH...
COUNTRY INSIGHTS
Mind the calm, not the gap
CHILE · Report · 26 Aug 2025
In June the IMACEC was up 3.1% y/y, but that figure overstates momentum: much of the improvement reflects base effects and one-offs. Underlying consumption trends remain closer to stagnation than expansion. Business sentiment is still stuck in pessimistic territory, consistent with the slow pace ...
Business as usual: no policy change at today's monthly Monetary Council meeting
HUNGARY · In Brief · 26 Aug 2025
The MNB base rate and the interest rate corridor have been kept unchanged, at 6.5% and 5.5-7.5%, respectively, and the Council saw no reason to change its forward guidance either. This outcome was in conformity with the MNB's previous communication and analyst expectations alike. In Portfolio.hu'...
Motta schedules for next week the beginning of a debate on administrative reform, the INSS CPMI begins work today, and Lula will hold a cabinet meeting today to discuss the US tariff hike
BRAZIL POLITICS · Report · 26 Aug 2025
Yesterday, Lower House President Hugo Motta (Republicanos-PB) announced that a General Committee meeting will be held on the House floor next Wednesday (September 3) to debate administrative reform. Meanwhile, the INSS CPMI will launch its work today with votes on dozens of requests to summon thr...
The government reveals its macroeconomic projections and medium-term budget figures
KAZAKHSTAN · In Brief · 26 Aug 2025
The Kazakh government has announced the approval of the medium-term macroeconomic forecast and key budget figures. GDP is expected to grow by 5.4% in 2026, with average annual growth from 2026-2028 projected at 5.3%, indicating a slight slowdown after 2026. These figures seem reasonable given the...
Economics: Considerable reduction in multidimensional poverty in 2024 due to an increase in labor income
MEXICO · Report · 26 Aug 2025
The National Institute of Statistics and Geography (Inegi) published the results of the 2024 Multidimensional Poverty measurement. This is the first time Inegi has been in charge of the report, following the dissolution of Coneval, which had been responsible for calculating multidimensional pover...
Politics: Highly questioned Judicial Reform validation—prelude to a more opaque election model?
MEXICO · Report · 25 Aug 2025
The June 2 Judicial Election was questioned from the word go. It was criticized as a logistical nightmare with voters having to decide between hundreds of unknown candidates, with severely restricted limits on campaigning, and perhaps most importantly, the danger that the public electing the judi...
Tensions rise among Bolsonaro's allies and other weekly topics
BRAZIL POLITICS · Report · 25 Aug 2025
President Lula is holding a ministerial meeting to discuss reactions to the tariff hike imposed by the United States and the regulation of social media, with bills potentially being sent to Congress in the coming days. The Joint Parliamentary Committee of Inquiry (CPMI) on the INSS will meet to v...
Post-election political trauma and the first weeks with Nawrocki
POLAND · Report · 25 Aug 2025
Poland is at a critical political juncture following Karol Nawrocki's narrow presidential victory, which has destabilized the governing coalition and potentially set the stage for a return to right-wing rule. The governing coalition (KO-PL2050-PSL-Lewica) is experiencing unprecedented internal tu...
This side of the horizon
BRAZIL ECONOMICS · Report · 25 Aug 2025
The appreciation of the exchange rate in 2025 has had impacts on inflation, chiefly in the category of tradable goods. It is true that much of the disinflation in this group is explained by food prices, whose behavior depends on variables beyond the exchange rate, but there are also signs of a sl...
Lula will meet with his cabinet to discuss the 50% tariff hike by the U.S., the government faced a setback in the CPMI on INSS last week, and the Lower House analyzes the Immunities Constitutional Amendment
BRAZIL POLITICS · Report · 25 Aug 2025
President Lula (PT) has called a meeting with his cabinet for Tuesday (August 26) to align the government’s position on the 50% tariff hike imposed by the United States on Brazilian exports and to discuss the proposed regulation of social media platforms and technology companies. Last week, the g...
Confirming the obvious: price caps will be extended beyond end-August
HUNGARY · In Brief · 24 Aug 2025
We had this coming from the first instance. PM Orbán has just announced that the government's administrative caps on the gross retail margins of certain food items and household goods will be upheld after August 31, when, in the legal sense at least, those measures were set to expire. He did not ...
An update on the Druzhba oil pipeline
HUNGARY · In Brief · 23 Aug 2025
During the night of August 22, the Unecha pumping station in the Bryansk region of Russia was hit by Ukrainian UAV drones, causing the whole station to go up in flames, as everyone can check by seeing the video published by the Ukrainian military. This was the fourth attack against the Druzhba oi...
GULF WEEKLY: Saudi Arabia may pass on the 2029 Asian Winter games, Oman’s deficit continues in Q2, Bahrain awards shale exploration concession
GULF COUNTRIES · Report · 22 Aug 2025
A skimmable summary overlaid with our analysis and links. Headlines: * The UAE and Saudi Arabia ranked top, after the US, in a global index of AI compute resources. * Chinese computer firm Lenovo is the latest to announce plans for a Regional HQ in Riyadh. * Saudi Arabia may transfer hosting...
The Senate may vote on the IBS management committee next month, today is the deadline for Bolsonaro to respond to the information found on his cellphone, and the CPMI on the INSS should meet on Tuesday
BRAZIL POLITICS · Report · 22 Aug 2025
The regulation of the IBS (Goods and Services Tax) management committee (PLP 108/24) may be voted on by mid-September. Today is the deadline set by Supreme Federal Court (STF) Justice Alexandre de Moraes for former President Jair Bolsonaro (PL) to respond regarding the political asylum request do...
TOPIC OF THE WEEK: Why is Georgia growing so much faster than Armenia?
CAUCASUS / CENTRAL ASIA · Report · 22 Aug 2025
When the IMF upped its 2025 GDP forecast for Georgia (to 7.2%) in June upon conducting its regular Article IV Mission in Tbilisi, many were caught by surprise. After all, wasn't Georgia about to experience the aftershocks of the contested parliamentary and presidential elections in 2024 as religi...