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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 Apr 24
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
BSP: Listening to the sirens' song this week?
PHILIPPINES · Report · 13 Aug 2024
In our view, the BSP was right in its decision to keep its policy rates steady despite the preponderance of downside risks to inflation at its June 2024 policy meeting. If the BSP had eased monetary policy two months ago, its decision would have been awkward in the face of the 4.4% July inflation...
The environmental career public servants ended their strike, the House approved an urgent status request for the IBS Management Committee bill, and the Senate’s CAE holds a public hearing on Tax Reform regulation
BRAZIL POLITICS · Report · 13 Aug 2024
The environmental career public servants (Ibama, ICMBio, MMA) officially accepted the government's proposal yesterday and ended their strike. As of today (August 13), all employees will return to work. Yesterday, the House approved an urgent status request for the bill that regulates the IBS Mana...
Economics: Pemex’s financial situation continued to deteriorate through the second quarter
MEXICO · Report · 13 Aug 2024
Pemex's latest financial results, the last we can expect from current management, were rolled out with the CEO's customary optimistic flair even as the report shows a profound deterioration of its indicators through the first half of 2024, after recording systematic reductions in the company's de...
Negotiation of state debt will yield political dividends and other weekly topics
BRAZIL POLITICS · Report · 12 Aug 2024
This will be a busy week in Brasília. Both the House and the Senate will engage in a week of concentrated voting efforts. Deputies may analyze the second bill that deals with the Tax Reform (Management Committee). Roberto Campos Neto will participate in a hearing in the House. Senators will try t...
China’s report card
CHINA ADVISORY · Report · 12 Aug 2024
In the first half of 2024 China faced significant challenges and some important decisions. How did it do? Here, we provide a quick report card on China’s successes and failures in navigating a difficult environment.
The Gap Between Intention and Action
BRAZIL ECONOMICS · Report · 12 Aug 2024
The Monetary Policy Committee (Copom) minutes state that the Central Bank is prepared to hike interest rates if necessary to meet the inflation target. However, the path of interest rates in light of deteriorating expectations, the increase in the neutral real interest rate estimate, and a tighte...
Politics: Sheinbaum shackled by the long shadow of AMLO’s legacy
MEXICO · Report · 12 Aug 2024
A complex yet muted political drama is playing out with less than two months to go before Claudia Sheinbaum becomes president. As with any incoming executive, her prospects for tackling the biggest and most pressing problems facing the country will depend on her ability to define her own agenda, ...
SA Government of National Unity (GNU): Learning to work with opposing policies and ideologies
SOUTH AFRICA · Report · 12 Aug 2024
During the first quarter of government, the South African political landscape and discourses on governance and policies have changed a great deal. Eleven political parties, with the ANC as the largest with 40.2% electoral support and the DA with 21.8% as the second largest, have formed a grand co...
The House may vote on the Tax Reform regulation bill, the Senate may vote on the payroll tax exemption bill, and the CCJ may analyze the PEC on the Central Bank’s autonomy
BRAZIL POLITICS · Report · 12 Aug 2024
The Lower House and the Senate will hold a week of concentrated legislative sessions. The House is attempting to vote on the second bill related to the regulation of the Tax Reform this week, which deals with the Management Committee (Complementary Bill No. 108/24). The Senate may vote on the bil...
Escalation tension declines somewhat, and negotiations to be renewed
ISRAEL · Report · 12 Aug 2024
1. Renewed cautious optimism regarding a ceasefire and lack of escalation has strengthened the shekel and lowered bond spreads. 2. The fiscal deficit continues to climb higher despite robust tax revenues. 3. Business activity in July remained steady but below pre-war levels.
Fiscal accounts for the semester, Chapman’s financial proposals and their implications, Mulino’s announcements, and important appointments to come
PANAMA · Report · 12 Aug 2024 · 1 response
The fiscal accounts for the first semester, published last week, align with our projections for a Non-Financial Public Sector (NFPS) deficit close to 8% of semiannual GDP according to our estimates, reaching 3.96% of the projected GDP for the entire year. Economy and Finance Minister Felipe Chapm...
Central Asian presidents' summit
RUSSIA / FSU POLITICS · In Brief · 12 Aug 2024
On August 8 the presidents of the five former Soviet republics met in Astana. The President of Azerbaijan was also invited even though his country is not a member of this informal Central Asian bloc. This is the sixth annual consultative meeting of the presidents. It is about cooperation. However...
Budgetary performance looks normal in July
RUSSIA ECONOMICS · In Brief · 12 Aug 2024
The Ministry of Finance reported that in 7M23 total revenues of the federal budget exceeded R18.7 trln, which is about 56.3% of the annual target. Given that tax collection traditionally rises in 4Q, revenue performance looked not too bad, as increased inflation established a higher nominal tax b...
Budget deficit continues to increase despite positive tax revenues
ISRAEL · In Brief · 11 Aug 2024
Geopolitics: Despite the two targeted assassinations nearly two weeks ago and threat of reprisal from Iran and Hezbollah, ceasefire negotiations will be renewed on Thursday. Israel continues to operate in Gaza putting pressure on Hamas. Several Arab states are pushing Iran to respond moderately. ...
Expecting July inflation
ARGENTINA · In Brief · 11 Aug 2024
Despite the gradual liberalization of regulated prices, the government has focused on the reduction of the inflation rate as one of its most immediate and visible economic achievements. For this, it undertook, from its beginning, a demanding fiscal contraction, and a gradual elimination of the ce...