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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 9
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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
CNT/MDA Poll: Disapproval on the rise
BRAZIL POLITICS · Report · 15 Feb 2017
The CNT/MDA poll released today shows an increase of 7.4 percentage points in negative evaluations (bad/very bad) of the Michel Temer administration. Between October 2016 and February 2017, there was a reduction of 4.3 percentage points in positive evaluations (great/good). Regular evaluations os...
Starting a New Cycle
RUSSIA / FSU POLITICS · Report · 14 Feb 2017
The Russian leadership is cautiously optimistic about future relations with the United States now that Donald Trump has taken office. Although their interactions have been very limited, Moscow thinks that having a favorable bargaining position in the Middle East may result in persuading the US to...
The country is on fire, but not the economy
CHILE · Report · 14 Feb 2017
Chile is being pummeled by natural disasters. This time, more than one million acres of forest in the center and south of Chile have gone up in flames. Although the initial lag in the government's response may indicate some slow decision-making, the true culprit is a Chilean state woefully unprep...
Weaker GDP, faster inflation, little surprise
HUNGARY · In Brief · 14 Feb 2017
Two important pieces of data, Q4 GDP and January inflation came out this morning. In sum, GDP growth continued to decelerate and the preliminary Q4 number was moderately weaker than expected, whereas inflation rose markedly in yoy terms, predominantly driven by rising fuel prices, and it met exac...
Inflation dynamics remain strong
VENEZUELA · Report · 14 Feb 2017
Prices are usually reset by businesses in Venezuela at the beginning of each year. In January 2017, price increases were intense reflecting expectations associated with the accelerated rise in the parallel market rate in November (+86 percent) and December (+ 52 percent) and its continued rise, ...
En route to Nicaragua?
VENEZUELA · Report · 14 Feb 2017 · 1 response
The government seems interested in having elections soon and seeks to implement conditions á la Nicaragua 2016 to ensure victory. On February 7, the National Electoral Council (CNE) convened 56 opposition parties, including all those forming the Democratic Unity Table (MUD) to re-enroll. The req...
Tense days in Syria
TURKEY · In Brief · 13 Feb 2017
First, let me give you what you need to know: Turkey’s High Election Board officially announced the referendum date as 16th of April. We have a few new polls, two of which show YES votes ahead, one the other way around. Once again, the loud agonizing streaming from the AKP and MHP camps suggests ...
New Guidelines for Credit
BRAZIL ECONOMICS · Report · 13 Feb 2017
An important change has occurred in the government’s orientation regarding credit. Less emphasis is being given to the use of official banks, which was a marked characteristic of the economic policy in the period after the international crisis, and was intensified under the so-called “New Economi...
Week of February 13
BRAZIL POLITICS · Report · 13 Feb 2017
President Michel Temer may announce the new appointee to the Ministry of Justice, replacing Alexandre Moraes, who was appointed to the STF. The Special Committees on Pension and Labor Reform will discuss work schedules. The agenda in the Lower House contains the bill that reopens the deadline for...
A Tough Row to Hoe
PERU · Forecast · 13 Feb 2017
We’ve revised our growth forecasts downward to 3.6% for 2017 and 3.8% for 2018- 2019. Albeit less rosy than official forecasts, our outlook for the Peruvian economy remains upbeat. The government is striving to speed along previously delayed PPP projects, while cutting red tape for investment,...
The Labor Market: Opposite Signs
BRAZIL ECONOMICS · Report · 13 Feb 2017
It is known that the labor market is one of the last to recover after the end of a recession. Therefore, the unemployment rate should continue to rise in the coming quarters, but some positive signs have started to appear. At the same time the jobless rate continues to climb steeply, wages have s...
Stable 2017 Expected, Despite Global Uncertainties
CHINA · Forecast · 12 Feb 2017
Given China’s strong fiscal condition, we expect the country to enjoy stable growth in 2017, global uncertainties notwithstanding. GDP rose 6.7% y/y in 2016, down 0.2 pps from 2015, and admittedly the lowest recent yearly rise. Fixed asset investment was up 8.1%, down 1.9 pps from 2015. After the...
All Eyes on the Referendum
TURKEY · Forecast · 12 Feb 2017
Economy remains weak and the political atmosphere toxic, which makes the road to the presidential referendum, scheduled for April 16th, crucial as well as rocky. If AKP loses the referendum, Turkey could enter an existential crisis. If it wins, which is our base-case scenario for now, it gets a l...
Moreno and Lasso Probably Disputing the Presidency
ECUADOR · In Brief · 10 Feb 2017
According to the Electoral Law, February 8th was the last day to publish presidential polls results before the elections on February 19th. These last publications are not much different from the ones provided back in January 24th. Around 30% of Ecuadorians still have not yet decided whom they wil...
Economics: NAFTA Renegotiation Scenarios
MEXICO · Report · 10 Feb 2017
Three weeks have passed since Donald Trump assumed the office of president of the United States, and Mexico’s productive sector remains gripped by uncertainty as to the repercussions of potential changes to United States trade policy. With a zealous commitment to implementing a poorly conceive...