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Events
Databanks
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Argentina databank Oct 17 -
Brazil Economics databank Sep 15
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Central America databank Sep 30
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Chile databank Sep 25
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China databank Mar 21
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Colombia databank Oct 1
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Dominican Republic databank Sep 25
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Ecuador databank Sep 30
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Gulf Countries databank Oct 17
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Hungary databank Oct 17
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India databank Jun 26
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Mexico databank Aug 28
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Panama databank Jul 17
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Peru databank Sep 29
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Philippines databank Oct 8
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Poland databank Sep 29
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Russia Economics databank Oct 16
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South Africa databank Oct 3
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Turkey databank Aug 11
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Ukraine databank Aug 15
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Venezuela databank Oct 6
NEWS FLASH
UPCOMING WEBINAR - CHILE ELECTION BRIEFING: GOING INTO THE FIRST ROUND...
COUNTRY INSIGHTS
Higher public investment and deficit driving 2025 growth
DOMINICAN REPUBLIC · Report · 22 Sep 2025
The Dominican economy grew by just 2.4% in H1 2025, half of its potential. To stimulate activity, the government approved a budget amendment that raises capital spending by 0.4% of GDP, increasing the overall deficit by the same amount. With the same objective, the Central Bank has continued the ...
Economics: Public investment outlook for 2026
MEXICO · Report · 22 Sep 2025
The 2026 Expenditure Budget Proposal (PPEF) anticipates a slight recovery in public investment following a deep contraction in 2025. Physical investment could increase by nearly 10% in real terms (from 888.9 billion to 975.5 billion pesos, ((US$48.30 billion to US$53 billion)), while investment i...
Macroeconomic and geopolitical developments – Weekly report, September 22, 2025
ISRAEL · Report · 22 Sep 2025
Last week was dominated by geopolitics, as Prime Minister Netanyahu’s “Super Sparta” speech raised fears of economic fallout and deepened Israel’s diplomatic isolation. Markets reacted negatively, while the failed strike on Hamas leaders in Doha further strained ties with Arab states. We outlined...
Mr. Erdogan goes to Washington
TURKEY · Report · 21 Sep 2025
Erdogan added another one to Turkey’s recent gains in foreign policy by scoring an invitation from Trump to the White House on the 25th of September. Trump may visit Turkey in October too. The politics author anticipates a lucrative meeting for the US, and a productive one for Turkey. Gaza and Is...
The president of the União Brasil was accused of owning jets involved in organized crime, the rapporteur of the Amnesty Bill will begin negotiations on the matter next week, and Lula has scheduled a trip to the U.S.
BRAZIL POLITICS · Report · 19 Sep 2025
The relationship between the government and União Brasil party has once again become tense. The party’s president, Antonio Rueda, was accused of being the hidden owner of executive jets used to transport members of organized crime. Next week promises to be busy. The rapporteur of the Amnesty Bill...
GULF WEEKLY: All mirror Fed cuts, Saudi revises inflation basket, Kuwait's population declines
GULF COUNTRIES · Report · 19 Sep 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Gulf central banks all mirrored the US’s -25bp interest rate cut. * The IEA warned that annual field decline is higher than previously estimated, about -5.5m b/d. * Saudi Arabia revised its inflation basket, lifting the w...
Tax collection gradually improves but not enough
KAZAKHSTAN · In Brief · 19 Sep 2025
The Ministry of Finance released 8M25 budget execution data for all levels of the nation’s budget system, including republican and local budgets, the National Fund, and extra-budgetary funds, which are now part of the consolidated budget statistics. Although tax collection showed some improvement...
Webinar replay - Turkey politics: CHP vs. Goliath
TURKEY · Report · 19 Sep 2025
As the Erdogan-controlled legal system aims to divide and paralyze CHP with lawsuits, what countermeasures is the party's chairman Ozel taking? Can the CHP continue as a functioning political party in the face of these attacks and the pending indictments of arrested CHP mayors? With the Peace Com...
Is the emerging trading pattern stable?
CHINA FINANCIAL · Report · 19 Sep 2025
Special points to highlight in this report: The fight against involution seems to be working. Price declines moderated in August while most measures of production were below expectations. The question is whether Beijing can repress involution while still maintaining GDP growth targets, or will...
Topic of the week - 3Q2025 CCA Slide deck
CAUCASUS / CENTRAL ASIA · Report · 19 Sep 2025
The quarterly slide deck for the Caucasus and Central Asia is a 206-slide detailed description of the economic status quo in Armenia, Azerbaijan, Georgia, Uzbekistan, Tajikistan and Kyrgyzstan as of the third quarter of the year. It covers various topics, including growth, economic structure, inf...
Israel labor & demography: three prints, one message
ISRAEL · In Brief · 18 Sep 2025
We got three data points this week on the labor market and demography, and they all point the same way: the labor market remains tight. Demand for workers is increasing, while labor supply is constrained by reservist service and net emigration. That combination keeps wage and price pressures aliv...
The SA Reserve Bank halts monetary policy easing
SOUTH AFRICA · Report · 18 Sep 2025
The SA Reserve Bank’s Monetary Policy Committee (MPC) voted to keep the benchmark interest rate unchanged at the conclusion of this week’s meeting. This leaves the repo rate at 7% and the prime lending rate at 10.5%. The SARB noted that, since September last year, rates have been lowered by a cu...
The House approved urgent status for the Amnesty Bill, the House also approved the Privileges PEC, and the government pushed through the Social Electricity Tariff to provide subsidized power to low-income families
BRAZIL POLITICS · Report · 18 Sep 2025
The Lower House plenary approved urgent status for the Amnesty Bill for those imprisoned in connection with the January 8 attacks (PL 2162/23). The measure passed with 311 votes in favor and 163 against. Centrist parties only backed urgency for the amnesty after the PL overwhelmingly supported th...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 18 Sep 2025
Sep 4 Oil transportation: Russian Rosneft has reached an agreement with Chinese partners to supply an additional 2.5 million tons of oil via Kazakhstan. Parliament: Kazakhstan's parliament approved a law enabling authorities to monitor suspicious money transfers. National pipeline company: In Aug...
Bolsonaro’s health condition has worsened again, the House may vote on the urgent status of the amnesty bill, and the opposition appointed Congressman Eduardo Bolsonaro as minority leader
BRAZIL POLITICS · Report · 17 Sep 2025
Former President Jair Bolsonaro’s health condition has worsened again, and he was readmitted to the hospital yesterday. There is no expected date for him to be discharged. His health situation is worrying his allies. Today, the Lower House may vote on the urgent status of the amnesty bill. The la...