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Events
Databanks
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Argentina databank Jul 11
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Brazil Economics databank Jun 16
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Central America databank Jun 27
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Chile databank May 27
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China databank Mar 21
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Colombia databank Jul 7
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Dominican Republic databank Jun 18
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Ecuador databank Jun 20
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Gulf Countries databank Jul 11
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Hungary databank Jun 23
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India databank Jun 26
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Mexico databank Jul 1
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Panama databank May 13
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Peru databank Jun 27
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Philippines databank Jul 8
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Poland databank Apr 29
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Russia Economics databank Jul 11
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South Africa databank Jul 11
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank Jul 7
NEWS FLASH
UPCOMING WEBINAR - CAUCASUS AND CENTRAL ASIA: POLITICAL PASSIONS IN THE...
COUNTRY INSIGHTS
Annual exodus
INDONESIA · Report · 02 Jul 2018
The month of June was full of interesting economic activity. In the first half of the month, the majority of Indonesians were finishing their fasting month. The peak was the big holidays, similar to the Christmas holidays in western countries. This year, the holidays lasted for around 10 days, wh...
MNB vice governor Márton Nagy on television
HUNGARY · In Brief · 02 Jul 2018
The forint slid a bit further today, to a new record of EURHUF 330.7, before returning to around the 330 level, which is 6% down in the year to date. The immediate reason is believed to be the most recent German government crisis, which is most likely to remain a negative factor for the forthcomi...
The Datena Factor and other weekly topics
BRAZIL POLITICS · Report · 02 Jul 2018
The week begins with the Brazil vs Mexico World Cup game. If Brazil wins, the team plays again on Friday, July 6, against the winner of Belgium vs Japan. The World Cup schedule may have an impact on congressional work. Legislators, who go on recess on July 18, are trying to conclude votes on impo...
The shekel will react next week to the BoI macro forecast
ISRAEL · Report · 02 Jul 2018
Recent PC indicators points to some softening of PC demand, which supports weak inflationary pressure, although service prices and housing rentals are expect to contribute to inflation. The market has started to price in a rate hike later this year (we think Q119) but much will depend on the dire...
How long will the rebound last?
PERU · Forecast · 02 Jul 2018
We expect growth in Q2 to be very strong, at just below 5% y/y, rising from the low base left by the crippling effects of El Niño and by the corruption scandals surrounding Brazilian construction firms last year. Domestic demand is also recovering powerfully, driven particularly by a surge in min...
It's official. AMLO wins with wide margin
MEXICO · In Brief · 02 Jul 2018 · 1 response
Lorenzo Córdova, chair of the National Electoral institute announced in an official message tonight, at 11 pm, the results of the institute's quick count exercise. The results are: AMLO: 53%-53.8%Ricardo Anaya: 22.1-22.8%José Antonio Meade: 15.7%-16.3%Jaime Rodríguez: 5.3-5.5%There was a very pos...
Andrés Manuel López Obrador: Mexico's future president
MEXICO · In Brief · 01 Jul 2018
According to GEA-ISA's exit poll, Andrés Manuel López Obrador will become Mexico's next president with a wide margin over its closest competitors. Our data, based on more than 3,500 interviews in over 100 voting booths show the following results: AMLO: 48.6% (min 46.9%-max 50.2%)Ricardo Anaya: 27...
First comments on the Mexican elections
MEXICO · In Brief · 01 Jul 2018
July 1st was the biggest election in Mexico history. So far, electoral booths have closed in almost every state in the country. However, we will not be able to send any electoral data on the presidential race until 8pm tonight, bacanes booths will close by then in every state and the Mexican law ...
Post-election reflections
TURKEY · Report · 01 Jul 2018
Contrary to the gloom and doom permeating the international press, our politics author greets last Sunday’s elections as a significant victory for the Turkish democracy, with his long-term optimism significantly elevated by the vibrancy of the campaign and the intangible victories scored by the o...
GDP slows in Q1 even before the big construction strike
PANAMA · Report · 29 Jun 2018
Real GDP expanded 4.2% in Q1, the lowest quarterly growth in the past three years. Activity was driven by fisheries, 30.2%; general government (12.6%), transportation and communications (5.2%), construction (4.9%), social services and private health (4.8%), financial intermediation (4.1%) and com...
COSTA RICA: New government’s fiscal stance off to a promising start
CENTRAL AMERICA · Report · 29 Jun 2018 · 1 response
Costa Rica’s new Carlos Alvarado administration appears to be tackling the fiscal problem seriously, unlike its predecessor, which took an ambivalent stance. In fact, in response to the request of the new Congress, Finance Minister Rocio Aguilar on May 30th-31st addressed several topics sensitive...
Final pre-election snapshot
MEXICO · Report · 29 Jun 2018
The final GEA-ISA national poll of registered voters ahead of Sunday’s presidential election shows Andrés Manuel López Obrador retaining his comfortable lead, with the support of 35% of those surveyed and a wide lead over all his competitors, while the battle for second place has tightened consid...
Breaking a potentially vicious feedback loop
PHILIPPINES · In Brief · 28 Jun 2018
On Monday, the benchmark Philippine stock index fell below 7,000 into what stock analysts call bear territory. This transpired after a fortnight of turmoil in emerging markets precipitated by an escalation of the face off between the US and China on the trade front. Alongside market read of a mor...
Can China sustain RMB depreciation?
CHINA FINANCIAL · Report · 28 Jun 2018
Special points to highlight in this issue: • Beijing must be seen as having the ability to respond effectively and powerfully to American threats of trade intervention. RMB depreciation is one of the few responses it has, which is probably why the RMB has dropped 4 percent against the US dollar...
MNB: No problem, no comment, we have said everything we wanted
HUNGARY · In Brief · 28 Jun 2018
Today's trading did not bring about any relief for the forint, which slid a bit further down, to EURHUF 328.5-329. Responding to a question, the government's spokesman, state secretary Zoltán Kovács said that there may be investor speculation at play against the forint.The MNB apparently did not ...