Services
GLOBAL COVERAGE
- ARGENTINA
- BRAZIL ECONOMICS
- BRAZIL POLITICS
- CAUCASUS / CENTRAL ASIA
- CENTRAL AMERICA
- CHILE
- CHINA
- CHINA ADVISORY
- CHINA FINANCIAL
- COLOMBIA
- DOMINICAN REPUBLIC
- ECUADOR
- GULF COUNTRIES
- HUNGARY
- INDIA
- INDONESIA
- ISRAEL
- JAMAICA / BAHAMAS
- KAZAKHSTAN
- MEXICO
- PANAMA
- PERU
- PHILIPPINES
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- SUB-SAHARAN AFRICA
- TURKEY
- UKRAINE
- URUGUAY
- VENEZUELA
Events
Databanks
-
Argentina databank Dec 4
-
Brazil Economics databank Nov 17
-
Central America databank Nov 29
-
Chile databank Nov 2
-
China databank Mar 21
-
Colombia databank Nov 30
-
Dominican Republic databank Nov 22
-
Ecuador databank Nov 28
-
Gulf Countries databank Dec 8
-
Hungary databank Nov 24
-
India databank Nov 21
-
Mexico databank Nov 20
-
Panama databank Oct 11
-
Peru databank Nov 9
-
Philippines databank Aug 11
-
South Africa databank Nov 27
-
Turkey databank Dec 6
-
Ukraine databank Oct 18
-
Uruguay databank Dec 1
-
Venezuela databank Dec 5
NEWS FLASH
UPCOMING ARGENTINA WEBINAR: WHAT TO EXPECT FROM THE MILEI ADMINISTRATIO...
COUNTRY INSIGHTS
Repo Rate on Hold despite Mounting CPI
SOUTH AFRICA · Report · 19 Sep 2014
As she tabled her last Monetary Policy Committee (MPC) statement of the South African Reserve Bank (SARB), Governor Gill Marcus left the repo rate unchanged at 5.75% per year. However, she cautioned of increasing upside risks to inflation on the back of a weak exchange rate. The Bank highlighted ...
An Express Lane to “Quick Wins”
INDONESIA · Report · 17 Sep 2014
Executive Summary After taking the oath of office on October 20th, President-elect Joko “Jokowi” Widodo will have to quickly announce his dream team – his cabinet. He’ll also have to introduce the most appealing initiatives, able to win the hearts of not only his supporters, but also of the na...
Worrisome Signals in 2Q GDP Performance
COLOMBIA · Report · 17 Sep 2014
Economic activity expanded by 4.3% in Q2, slowing relative to Q1, when it grew by an outstanding (given the state of the world economy) 6.5%. There were few surprises in this result. Construction remains the most dynamic sector, while housing construction (excluding “social purpose” public housin...
Brazil Presidential Election
BRAZIL POLITICS · Report · 16 Sep 2014
Vox Populi Confirms Previous Results The Vox Populi poll released yesterday, September 15, presents a scenario in which Dilma Rousseff (PT) and Marina Silva (PSB) are tied, the same scenario registered in last week’s polls.The president leads in the first round. The PSB candidate leads in the sec...
It's Been a Cold, Cold Winter
CHILE · Report · 16 Sep 2014
Executive Summary Pessimism in Chile is rising, with economists and business leaders increasingly blaming the government for the economic slowdown. Most analysts have lowered their growth estimates, as have the Central Bank and the Ministry of Finance. We, however, are far from agreeing w...
Donbas special status law – will it end the war?
UKRAINE · In Brief · 16 Sep 2014
Today the parliament voted in law on special status of Donbas. With this law Ukraine approves Transnistria-style gray zone on its territory. From this law we do not have clear vision how relations will be organized but very likely Ukraine will pay some money from the budget for maintenance of the...
The German Forces against the Cárdenas-Maginot Line
COLOMBIA · Report · 15 Sep 2014
Executive Summary The test of the new governance layer that added Nestor Humberto Martínez as minister to the presidency will come sooner than expected: the proposed 2015 budget presents tough fiscal and political dilemmas. A crucial test will be defending the fiscal rule (a kind of fiscal Magino...
Political Insights: Week of September 15
BRAZIL POLITICS · Report · 15 Sep 2014
This week promises to be very busy, with important events on the agenda.This Monday the deadline for replacing candidates expires.Thus, the “Return, Lula” movement loses relevance.Aécio Neves (PSDB) launches his government program and tries to create some kind of political momentum.The presidenti...
Alonso Segura is Peru’s New Finance Minister
PERU · Report · 15 Sep 2014
The New Minister After three years as Minister of Finance, Miguel Castilla resigned yesterday. He declared that he was leaving the ministry after five years (he was advisor and then vice-minister during the two last years of Alan Garcia’s administration) and was replaced by his chief advisor for ...
Activity: Far From a Sustained Recovery
BRAZIL ECONOMICS · Report · 15 Sep 2014
The proxy for GDP estimated by the Central Bank (IBC-Br) for July rose by 1.5% in relation to June (Graph 1). This was an impressive result, leaving a carry-over of 0.3% to the third quarter. At first glance this might suggest an inflection point in the economic activity trend line. However, this...
Weekly Tracker: September 14-20
TURKEY · Report · 14 Sep 2014
Executive Summary The politics section starts with sketching the “Big Picture”, which predicts that Turkey will be stuck between two major conflicts and forced to choose sides at the expense of its diplomatic flexibility and economic expansion. We argue that unless Turkey fully cooperates, there ...
The legal issue on banking: status report
HUNGARY · In Brief · 14 Sep 2014
Fact: The government's legal initiative against domestic banks, regarding household loans, is moving ahead with full steam both in the courts and in further legislative work. Recent key events are the following: (1) Courts have issued first-instance rulings so far on 29 out of a total 79 cases in...
Brazil Presidential Election
BRAZIL POLITICS · Report · 12 Sep 2014
CNI/Ibope Confirms Results of Other Polls The CNI/Ibope poll released today confirms what previous polls have shown: 1) Dilma leads in the first round; 2) Marina and Dilma are technically tied in the second round; and 3) Evaluations of the government have improved. Dilma’s improvement shown in th...
A Mountain of Discord
DOMINICAN REPUBLIC · Report · 12 Sep 2014
Executive Summary After months of social mobilization, a heated national debate and hectic activity in the legislature, Congress passed a law declaring Miranda Hill a national park. Miranda Hill is a mountain in the central mountain range, and the origin of the country’s most important rivers. Th...
Difficulties on Inflation and Monetary Policy
INDIA · Report · 11 Sep 2014
Executive Summary It is widely believed that Governor Rajan is more hawkish on inflation. But the policy rate, expressed in real terms, is not higher in his first year when compared with the previous two years. Monetary policy must choose between inflation policy and exchange rate policy, and the...