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Events
Databanks
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Argentina databank Apr 15
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Brazil Economics databank Apr 14
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Central America databank Mar 31
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank Mar 5
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Dominican Republic databank Mar 20
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Ecuador databank Apr 22
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Gulf Countries databank Apr 17
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Hungary databank Apr 22
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India databank Mar 24
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Mexico databank Mar 25
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Panama databank Jan 28
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Peru databank Mar 5
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Philippines databank Apr 8
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Poland databank Feb 26
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Russia Economics databank Apr 11
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South Africa databank Apr 7
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Turkey databank Dec 24
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Ukraine databank Mar 6
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Venezuela databank Feb 4
NEWS FLASH
UPCOMING WEBINAR: CHINA’S OUTLOOK IN THE TIME OF TRADE WARS...
COUNTRY INSIGHTS
Economic projections for 2019 are optimistic…but some issues must be closely followed
PANAMA · Report · 24 Oct 2018
International analysts are bullish about the growth of the Panamanian economy next year: the IMF projects 6.8%, the World Bank 5.4%, ECLAC 5.2%, and the Ministry of Economy and Finance (MEF) assumed an implicit real growth rate of 5.8% in the budget (not yet approved). We projected a 5% growth ra...
The Maduro Plan, two months later
VENEZUELA · Report · 24 Oct 2018
Two months after Maduro’s wayward speech introducing his so-called “Recovery, Growth, and Prosperity Program”, we have a clearer idea of the government’s playbook and objectives. We are equally clear on the fact that said plan is bad, and its implementation will be worse. Maduro’s base seems t...
Reduced lead does not alter Bolsonaro’s favoritism
BRAZIL POLITICS · Report · 24 Oct 2018
The new Ibope poll on the runoff round of the presidential election shows that, considering valid votes, Jair Bolsonaro’s (PSL) lead over Fernando Haddad (PT) decreased from 18 to 14 percentage points. The reduced lead over Haddad is a consequence of recent attacks on the PSL candidate. Asid...
AKP-MHP suspend alliance, as Erdogan rips apart Saudi account of Khashoggi murder
TURKEY · In Brief · 23 Oct 2018
Let’s put first things first.Tuesday witnessed a monumental development in Turkish politics, as MHP leader Mr. Bahceli broke off the alliance in upcoming March local elections with AKP. While the status of the broader alliance is up in the air, as far as I am concerned, it has ended in practice, ...
Economics: New push to expand Banxico mandate
MEXICO · Report · 22 Oct 2018
The Workers Party (PT) recently proposed in Congress constitutional reforms aimed at expanding Banco de México’s constitutional mandate to include the promotion of economic growth and employment in addition to its current focus on defending “buying power”. It also aims to assure that the monetary...
Bolsonaro almost there and other weekly topics
BRAZIL POLITICS · Report · 22 Oct 2018
This is the final week of the campaign before the runoff round in the presidential election and 14 gubernatorial races. Candidate Jair Bolsonaro (PSL) is unlikely to participate in the debates scheduled for this week. Gubernatorial debates are also scheduled. Several electoral polls are scheduled...
Russia ruling party setback
RUSSIA / FSU POLITICS · Report · 22 Oct 2018
Rosy economic news for Russia but the ruling party suffers setbacks. Russia is keen to end the Syrian conflict soon. Uzbekistan launches a charm offensive in India and France.
Politics: AMLO’s emerging legislative agenda
MEXICO · Report · 22 Oct 2018 · 1 response
In the almost 50 days of the new legislative session, activity has been intense, including the explanation and defense of President Enrique Peña Nieto’s final State of the Nation report by his cabinet ministers and the installation of the legislative commissions. But only one bill has been approv...
Will South Africa’s upcoming mini budget please Moody’s?
SOUTH AFRICA · Report · 22 Oct 2018
Moody’s rating agency, the only one of the main three that still has South Africa’s credit under investment grading (Baa3 with a stable outlook), indicated a few weeks ago that it is not likely to downgrade the country during its next review. Despite this somewhat assuring statement, Moody’s stil...
Economic activity still recovering slowly
BRAZIL ECONOMICS · Report · 22 Oct 2018
Despite the positive surprise of the IBC-Br, indicating growth in the third quarter of 1.5%, the recovery trend is still sluggish. The result of the IBC-Br was influenced mainly by the service sector, where real revenue expanded by 1.2% in August, and by real retail sales, whose increase may hav...
Housing demand improves, but prices decline slightly
ISRAEL · Report · 22 Oct 2018
Despite a slight upward inflation surprise in September, core inflation remained stable at 0.8% m/m. We expect inflation to reach 0.9% NTM, assuming a slightly weaker shekel, wage pressures’ pushing service prices higher (mostly rentals), and stable oil prices. Despite a modest pickup in housing...
US withdraws from INF agreement with Russia
RUSSIA / FSU POLITICS · In Brief · 21 Oct 2018
President Trump announced on October 20 the US will withdraw from the 1987 Intermediate-range (500-5500 km) Nuclear Forces treaty, also known as INF. The US blames Russia for violating the treaty by developing a ground-launched cruise missile called Novator 9M729. The National Security Council sa...
Diplomatic gains, domestic troubles
TURKEY · Report · 21 Oct 2018
After a successful Pompeo visit to Ankara, odds for improvement in the Turko-American relations, albeit temporary and transactional, appear much higher. The sides will agree to defer thorny issues to 2019, while Ankara will receive some slack on Iran sanctions and Halkbank in return for a promise...
New stand-by arrangement
UKRAINE · In Brief · 20 Oct 2018
Immediately after gas prices’ increase the IMF reported about staff level agreement on a new 14-month Stand-By Arrangement (SBA). The new program opens access to near $3.9 billion loan. Approval of a government budget for 2019 consistent with IMF staff recommendations is a precondition to have th...
Finally… the Cabinet increased gas prices
UKRAINE · In Brief · 19 Oct 2018
I never imagined that I would be glad to learn about my heating bill growing by almost ¼. But that’s what is happening. The Cabinet decision about a 23.5% gas price increase from October 1 was long-awaited and it’s a signal that the IMF deal is on its way. Approval of budget 2019 still on the lis...