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Events
Databanks
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Argentina databank Dec 12 -
Brazil Economics databank Nov 17
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Central America databank Nov 26
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Chile databank Nov 28
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China databank Mar 21
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Colombia databank Dec 3
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Dominican Republic databank Nov 21
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Ecuador databank Nov 20
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Gulf Countries databank Dec 12
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Hungary databank Nov 24
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India databank Jun 26
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Mexico databank Dec 10
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Panama databank Nov 12
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Peru databank Dec 12
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Philippines databank Nov 7
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Poland databank Nov 3
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Russia Economics databank Nov 14
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South Africa databank Dec 9
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Turkey databank Oct 27
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Ukraine databank Nov 10
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Venezuela databank Dec 2
NEWS FLASH
UPCOMING WEBINAR - CHILE ELECTION BRIEFING: THE NEXT ADMINISTRATION...
COUNTRY INSIGHTS
The Deputy Governor sees more aggressive monetary policy only if the crisis worsens
ISRAEL · In Brief · 22 Jun 2020
Deputy Governor Abir last week said that the Bank’s high foreign exchange reserves are what enable aggressive monetary actions in the bond and FX market, and that they are a strategic asset for the Israeli economy. In addition, if the crisis worsens, the Bank has the ability to increase the exist...
No country for old analysts
TURKEY · Report · 21 Jun 2020 · 1 response
As we were finishing our final draft in the early morning hours in Istanbul, Egyptian President Sisi ordered his Armed Forces to prepare to intervene in Libya. While such a move could trigger clashes between Egypt and Turkey, we assign fairly low odds to a significant incident. Heads up, neverthe...
More aggressive bond purchases likely
ISRAEL · In Brief · 21 Jun 2020
Highlights of Weekly Israel Wrap Up May's CPI surprised on the downside, reaching -1.6% y/y. Inflation declined by 0.3% m/m compared to expectations of +0.1%. Apparel prices declined sharply, reaching -10.5% y/y from -3.8% in April. Core inflation (exc. energy and fresh produce) declined by -0.5%...
Kyrgzyzstan declares state was uninvolved in massive money laundering
RUSSIA / FSU POLITICS · In Brief · 20 Jun 2020
On June 18 the Kyrgyz Parliament voted that their government had no part in a massive money laundering scheme. USD 932 million were laundered and spirited abroad. A commission looked into the issue. A businessman was murdered in connection with money laundering.The commission said that foreign en...
The state of emergency was extended and the phase 3 of the reopening was postponed
DOMINICAN REPUBLIC · In Brief · 20 Jun 2020
Last week, President Medina asked Congress to extend the state of emergency until June 30. Despite opposition from the main opposition parties, Congress approved it as some Congress members of the opposition broke party lines and joined the PLD on short-lived objectives. The PRM and the FP (oppos...
On the defensive, the government shows a willingness to dialogue
BRAZIL POLITICS · Report · 19 Jun 2020
Despite the news from the main media outlets trying to connect Fabrício Queiroz, former aide to Senator Flávio Bolsonaro (Republicanos-RJ) from the time Flávio was a state deputy in Rio de Janeiro (RJ), with President Jair Bolsonaro, for now there are no facts to prove this relationship. However,...
Budget amendment bill more than double the government deficit
DOMINICAN REPUBLIC · In Brief · 19 Jun 2020
As announced several weeks ago, President Medina sent a bill to Congress that amends the 2020 budget law. The new budget: a) reduces revenues estimates by 10.3% or 0.7% of GDP. The reduction is less than expected because it includes extraordinary revenues not considered in the previous budget for...
US sells naval boats to Ukraine
RUSSIA / FSU POLITICS · In Brief · 19 Jun 2020
On June 17 the United States approved the sale of 16 Mark VI patrol boats to Ukraine. The package is worth USD 600 million and includes sensors, radar, guns for the boats and communications equipment. This is the first defense sale to Ukraine in several months. The Trump administration is keen to...
The economy is hit but withstands the pandemic pressure
RUSSIA ECONOMICS · In Brief · 19 Jun 2020
Rosstat released preliminary estimates of major economic indicators in May and 5m20 and most of them don’t look too bad given the current circumstances. A few days ago, GKEM Analytica already mentioned that even though manufacturing contracted in May, this contraction was as deep as in most Europ...
GULF WEEKLY: WTO backs Qatar, Sabic deal restructured, oil rises on compliance
GULF COUNTRIES · Report · 19 Jun 2020
A skimmable summary of key developments overlaid with our analysis and links to further information. Headlines include: * Oil rises on signs of improving OPEC+ compliance. * Coronavirus cases grew very rapidly in Saudi for a second week, but improved elsewhere. * Bahraini holdings of US Trea...
Corporates in Hong Kong
CHINA ADVISORY · Report · 19 Jun 2020
China is proposing changes to the Basic Law that will fundamentally alter Hong Kong. Although the proposals for the new security law have not been outlined in detail, they are likely to include further close monitoring of behavior in general, increased intervention in the legal system by Beijing,...
China webinar featuring Michael Pettis - Without a target, what will impel growth?
CHINA FINANCIAL · Report · 19 Jun 2020
China webinar featuring Michael Pettis - Without a target, what will impel growth? Michael Pettis discusses the impact of the coronavirus on China's official growth targeting and its real economy.
Russia lifts ban on Telegram
RUSSIA / FSU POLITICS · In Brief · 19 Jun 2020
On June 18 Moscow announced that its 2 year ban on messaging service Telegram is over. The attempt to block it mostly failed. This might explain the decision. Roskomnadzor (the state communications regulator) said that the decision was because the owner Pavel Durov is now willing to co-operate on...
Leader of Kazakhstan has coronavirus. What if he dies?
RUSSIA / FSU POLITICS · In Brief · 19 Jun 2020
On June 18 it was announced that Nursultan Nazarbayev has coronavirus. Nazarbayev has the official title Leader of the Nation. He ruled the country as president from 1991 to 2019. Strenuous efforts were made to keep him safe from coronavirus. The outlook for an 80-year-old already in poor health ...
More problems for Bolsonaro
BRAZIL POLITICS · Report · 18 Jun 2020
The arrest of Fabrício Queiroz, a former aide to Senator Flávio Bolsonaro (Republicanos-RJ) during the time he served as state deputy in Rio de Janeiro (RJ), does not involve President Jair Bolsonaro. However, it does bring constraints to the Planalto Palace for the alleged involvement of the pre...