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Events
Databanks
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Argentina databank Apr 30
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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 May 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 May 6
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Turkey databank Apr 24
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Ukraine databank Mar 6
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Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Temer Administration
BRAZIL POLITICS · Report · 30 Mar 2018
This Thursday (29), the Federal Police arrested several individuals that are closely tied to President Michel Temer (MDB). businessman and lawyer José Yunes, one of the owners of Rodrimar, Antonio Celso Grecco, former minister of Agriculture Wagner Rossi and Coronel João Batista de Lima Filho, kn...
Changing the guard of the Central Bank
INDONESIA · Report · 30 Mar 2018
A few weeks ago, one of the hot issues in Indonesia was the term of the Central Bank Governor, which was about to expire in May this year. Initially, it was almost taken for granted that Agus Martowardoyo would get an extension for a second term. However, the issue came up when Dr. Perry Warjiyo,...
The worst is over! Is it?
ARGENTINA · Report · 29 Mar 2018
In President Macri´s speech during the opening of the congressional session, he stated that the worst (of the economic reforms) is over, and that the government has set the foundations for sustained growth. He recently implied as much when he announced the decline in poverty and unemployment. In ...
GUATEMALA: Stability, but with structural problems
CENTRAL AMERICA · Report · 29 Mar 2018
The 2018-2019 economic outlook for Guatemala shows both stability and structural problems. The country will continue to grow at a moderate rate, of 2.9%-3.5%. But that’s insufficient to pull the population out of poverty. Inflation will stay within the Central Bank’s 3%-5% target range, and the ...
A changing political landscape
DOMINICAN REPUBLIC · Report · 29 Mar 2018
The political landscape is changing: the opposition seems to be strengthening, internal struggles have paralyzed the PLD, President Medina’s approval ratings, while still high, have been declining, and the odds of his third nomination (banned by the Constitution) have weakened in recent months. H...
“Unstable, unbalanced, uncoordinated...”
TURKEY · Report · 29 Mar 2018
The Turkish economy expanded at a faster than expected 7.3% rate in Q4, y/y (1.8%, q/q, work-day and seasonally-adjusted). Together with some upward revisions to previous data, growth was a stellar 7.4% for 2017 as a whole, up from 3.2% in 2016 (Table 1). In terms of expenditure contributions (ou...
Political turmoil amid healthy economic growth
PANAMA · Report · 28 Mar 2018
Panama continued the path of solid economic growth during 2017 at 5.4%, which coincided with our projection published in February and later ratified in October. This GDP growth was primarily explained by the dynamics of the external-oriented activities (Panama Canal, ports, air transportation) an...
A timely interest rate cut by the South African Reserve Bank
SOUTH AFRICA · Report · 28 Mar 2018
Following a single 25-basis point cut in the benchmark interest rate in 2017 (during the Monetary Policy committee MPC’s July meeting), the South African Reserve Bank has decided to reduce the repo rate for the first time in 2018 by another 25 basis points. This places the repo rate at 6.5% and t...
Peru Conference Call: Continuity or change under a new president?
PERU · Report · 28 Mar 2018
Will PPK's resignation and Martin Vizcarra's accession to the presidency change the perspectives for Peru's needed reforms? What will Vizcarra be able to accomplish during the remainder of his term? Will the country's political instability begin to impact its economic stability? Discussion abo...
Iván Duque: A star on the rise?
COLOMBIA · Report · 28 Mar 2018
Senator Iván Duque, the leading presidential candidate and a member of Alvaro Uribe’s Centro Democrático, recently presented his ideas about Colombia’s future in Washington and New York. He spoke eloquently in English, but in bumper-sticker style: his comments on justice, corruption, economics, o...
Growth targeted at about 6.5%
CHINA · Report · 28 Mar 2018
Prime Minister Keqiang Li announced during a March 5th address to the People’s Congress of Beijing that China’s growth target for 2018 would be about 6.5%, the same as in 2017, when growth reached 6.9%. The yuan will be “basically stable” at a reasonable level, Li also predicted. More local gover...
A rate hike in May?
PHILIPPINES · Report · 28 Mar 2018 · 1 response
The signal has been sent. In its press statement following last Thursday’s Monetary Board (MB) decision to keep monetary policy settings on hold, the BSP “noted that inflation expectations have started to rise” and “that economic growth remains solid enough to absorb some policy tightening if war...
Monetary Council meeting: (almost) exactly as expected
HUNGARY · In Brief · 27 Mar 2018
Today's Monetary Council meeting has brought about to no change in the MNB's interest rates, the access to the 3-month deposit, non-conventional policies and inflation forecast. Regarding the latter, the Bank expects 2.5% average CPI-inflation this year, 2.9% in 2019, and 3% in 2020, also predict...
Economic data is positive but needs to improve, while the presidential race remains between AMLO and Anaya
MEXICO · Report · 27 Mar 2018
Economic results and broader developments were generally positive over the past month. However, while numbers largely remained in the black, they could not hide the fact that growth has continued to slow and in some cases revealed outright contractions, even as inflation has failed to decelerate ...
Housing rental prices expected to accelerate
ISRAEL · Report · 26 Mar 2018
Recent economic indicators point to fairly steady growth, and macro fundamentals remain shekel positive with accelerating exports (both services and industrial) supporting the CA surplus. In other economic news, we have revised our inflation forecast upwards for April to 0.4% m/m (from 0.3% m/m) ...