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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
Confirmed: NFPS deficit reached 3.2% of GDP, 0.9% off-target
DOMINICAN REPUBLIC · In Brief · 12 Mar 2018
The Central Bank and the budget office have finally published, and almost simultaneously, the figures of the budget result for 2017. The Central Bank published figures for the Central Government, for the decentralized and autonomous institutions, for the Non-Financial Public Sector (NFPS) and for...
Forecast for 2018 and 2019
BRAZIL ECONOMICS · Forecast · 12 Mar 2018
In this report we present the projections for the key economic variables in 2018 and 2019. GDP growth should reach 3% in 2018 and again in 2019, and the slow economic recovery will keep inflation below the target, at 3.7% in 2018 and 4.25% in 2019. This year, the SELIC rate will likely fall to 6....
Economics: Trade-war talk rocks Nafta round
MEXICO · Report · 12 Mar 2018
Negotiators did not come away empty handed March 5 from the seventh round of Nafta modernization talks as progress was achieved on numerous fronts, and four out of 30 chapters have been fully exhausted to all three countries' satisfaction. But there was probably less progress than Mexican negotia...
Toll of the government attack on Anaya
MEXICO · Report · 12 Mar 2018 · 1 response
With three weeks to go before presidential candidates can resume campaigning the contest has shifted to prosecutorial offices and dueling scandals. No new significant information has emerged regarding allegations that Ricardo Anaya may have been engaged in a money-laundering scheme, although the ...
Falling inflation and asymmetry of risks
BRAZIL ECONOMICS · Report · 12 Mar 2018
Inflation is continuing to fall, and even if the SELIC rate is cut again by 25 basis points at the next COPOM meeting, taking it to 6.5%, inflation will be well below the target in 2018, and close 2019 at 4.25%. There are risks in both directions, but at this moment the most likely scenario for 2...
Corporate stress, idiosyncratic risks
TURKEY · Report · 11 Mar 2018 · 1 response
Turkish Forces reached the gates of Afrin City by Saturday, where the base-case scenario entails intense street-by-street fighting, which will cost many lives. Ankara is determined to root out PYD-YPG presence from Syria and PKK from Iraq. While such a posture may be deemed necessary to secure th...
Ecuadorians overwhelmed by political scandals
ECUADOR · In Brief · 09 Mar 2018
A new political scandal emerged last week when a mafia-type phone conversation between the President of the Assembly, Jose Serrano and the former Comptroller General Carlos Polit, now a fugitive from justice in Miami, was made public by the Attorney General, Carlos Vaca. In this conversation, Ser...
China’s work report: Why isn’t China growing faster?
CHINA ADVISORY · Report · 09 Mar 2018
Last week, China outlined its goals for 2018 in its annual work report issued by Premier Li Keqiang. It’s very ambitious – and there’s a lot that is quite misleading…. The real issue is the promise that fiscal policy “will continue to be proactive.” What does this mean in light of all the talk...
March 11
COLOMBIA · Report · 09 Mar 2018
Some dates mark an epochal change in a process. That is the case of next Sunday, March 11, for the current presidential race. Many things we know about the political landscape until now will be seen under a different light thereafter. The key issues are: i) how many congressmen are elected for ea...
Chile’s New Constitution, but for how long?
CHILE · Report · 08 Mar 2018
On Tuesday President Michelle Bachelet held a signing ceremony at the Presidential Palace at which she introduced a bill of law aimed at putting in motion a new constitution for Chile. The announcement, made on live TV the previous evening, left many observers surprised – not because Bachelet ha...
Another excellent CPI-number, but also look behind the curtain
HUNGARY · In Brief · 08 Mar 2018
The year-on-year rate of CPI-inflation fell to 1.9% in February, from 2.1% in the previous month. This was marginally below the 2% market consensus and brought the average headline rate for the first two months to slightly below the 2.1% level, which the MNB expected for the average of CPI-inflat...
Inflation doesn’t budge, despite calm in the parallel market
VENEZUELA · Report · 07 Mar 2018 · 1 response
Price volatility is on the rise. In our view this reflects hyperinflationary dynamics, the irregularity of supplies, seasonality in some agricultural goods, and the influence of the cash crisis on prices. The fees associated with the use of cash in payments have risen as the cash shortage intensi...
MPC: 'Stop, or I'll Say Stop Again'
TURKEY · In Brief · 07 Mar 2018
In line with the consensus, the CBRT’s Monetary Policy Committee (MPC) did not change any of the short-term interest rates at today’s meeting, keeping the Late Liquidity Window lending rate at 12.75%, one-week repo rate at 8.0%, and the O/N lending and borrowing rates at 9.25% and 7.25%, respecti...
CNT/MDA: Evaluations of the government improve slightly
BRAZIL POLITICS · Report · 06 Mar 2018
A poll released today by CNT/MDA shows that there was a slight improvement in the evaluations of the Michel Temer administration, although the positive and negative oscillations were within the 2.2 point margin of error. This result can be attributed to the economic recovery and the population’s ...
South African GDP growth, similar to politics, ends 2017 on a positive note
SOUTH AFRICA · Report · 06 Mar 2018
On a quarter-on-quarter, seasonally adjusted and annualized basis, GDP in the last quarter of 2017 increased by 3.1%. This was the third consecutive positive quarterly growth rate following the upwardly adjusted second quarter 2.9% (previously 2.8%) and third quarter 2.3% (previously 2.0%). Even ...