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Events
Databanks
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Argentina databank Sep 12 -
Brazil Economics databank Aug 18
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Central America databank Aug 27
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Chile databank Aug 26
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China databank Mar 21
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Colombia databank Sep 2
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Dominican Republic databank Aug 21
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Ecuador databank Aug 25
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Gulf Countries databank Sep 12
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Hungary databank Sep 11
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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 Aug 14
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Philippines databank Sep 10
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Poland databank Jul 16
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Russia Economics databank Aug 14
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South Africa databank Sep 5
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Turkey databank Aug 11
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Ukraine databank Aug 15
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Venezuela databank Sep 2
NEWS FLASH
UPCOMING WEBINAR - TURKEY POLITICS: CHP VS. GOLIATH...
COUNTRY INSIGHTS
July CPI preview: inflation to remain above target, Gaza operation endangers rate-cut prospects
ISRAEL · In Brief · 14 Aug 2025
Tomorrow (Friday) we will get July’s CPI print, and we will be watching it closely. We expect a 0.3%-0.4% monthly increase, which would keep annual inflation at around 3.1%, still above the Bank of Israel’s 1%-3% target range. July is typically a low-to-moderate CPI month, with an average monthly...
President Lula announced countermeasures for U.S. tariffs, yesterday was the deadline for a statement from those involved in the coup d’etat case, and the STF upheld the validity of the Cide
BRAZIL POLITICS · Report · 14 Aug 2025
Yesterday, one week after the United States began enforcing tariffs on Brazilian products, President Lula (PT) signed a provisional measure (MP) establishing protection measures for Brazilian companies affected by Donald Trump’s decision. Yesterday marked the deadline for final statements from me...
Inflation Report: First impressions
TURKEY · In Brief · 14 Aug 2025
The CBRT released the third Inflation Report of the year today with a presentation, as usual, by Governor Karahan. Importantly, the Bank revised the framework through which medium-term forecasts are presented or communicated. Under the new approach, the Bank will separately announce “forecasts,” ...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 14 Aug 2025
The Russian markets turned into a moderately positive mood after the announcement of the US-Russia summit in Alaska. Despite that investors remain skeptical regarding a ceasefire in Ukraine in the near term, some of them hope for a kind of progress in bilateral relations between Washington and Mo...
Lula should announce countermeasures for U.S. tariffs today, the Senate will read the reports regarding appointments to regulatory agencies, and the STF may decide on the legality of charging Cide on international remittances
BRAZIL POLITICS · Report · 13 Aug 2025
President Lula will attend a ceremony at the Planalto Palace this morning to sign a provisional measure aimed at reducing the impact of the 50% tariff imposed by the United States on Brazilian exports. With confirmation hearings for appointees to regulatory agencies scheduled for next Tuesday (Au...
Foreign Affairs: Victory in the North, Trouble in the South
TURKEY · In Brief · 12 Aug 2025
Domestic politics is in gestation, as parties represented in the Grand Assembly ex-IYIP (centre-right nationalist) deliberate how rehabilitation of PKK militants and some of the grievances of Turkey’s Kurds can be resolved. The Peace Commission will submit draft bills to the GA when it reconvenes...
Chartbook and economic review
GULF COUNTRIES · Report · 12 Aug 2025 · 1 response
This chartbook and economic review provides a snapshot of the GCC across 17 slides. It starts with an overview of key themes impacting the region in recent months—such as tariffs, oil market trends and dollar weakness. There are comparative graphs of some of the key economic and market indicators...
The government may announce countermeasures for U.S. tariffs today, Haddad’s meeting with the U.S. Treasury Secretary was canceled, and the Senate will hold confirmation hearings for appointees to regulatory agencies
BRAZIL POLITICS · Report · 12 Aug 2025
The government may announce today a package of measures to mitigate the impact of the 50% tariff hike the United States has imposed on Brazilian exports. Finance Minister Fernando Haddad had been scheduled to hold a virtual meeting with U.S. Treasury Secretary Scott Bessent this Wednesday, but it...
Kazakhstan macro: the tenge needs to weaken further
KAZAKHSTAN · Report · 12 Aug 2025
In its most recent monthly statement on the FX market (published on August 1) the National Bank of Kazakhstan mentioned that trading activity increased last month and the tenge weakened by 4%. Total trade volume reached $5.7 bln, of which $0.7 bln was accounted for by FX sales from the National F...
Economics: ENIGH 2024—higher labor income and government transfers; less targeting and effectiveness of social spending
MEXICO · Report · 12 Aug 2025
The results of the 2024 National Survey of Household Income and Expenditures (ENIGH) show significant increases in current household income across all deciles, due to growth in labor income and government transfers. As we have noted in previous reports, both the increase in the minimum wage and t...
Israel’s July fiscal data: deficit narrows, but risks rise from Gaza takeover plan
ISRAEL · In Brief · 11 Aug 2025
The Ministry of Finance reported a fiscal deficit of NIS 4.7 billion ($1.4 billion) in July, with the trailing 12-month deficit narrowing to 4.8% of GDP from 5% in June. The budget deficit peaked at 8.5% of GDP in September 2024. Tax revenues in July totaled NIS 46.4 billion and reached NIS 306 b...
Tarcísio meets with right-wing governors and other weekly topics
BRAZIL POLITICS · Report · 11 Aug 2025
The government is expected to announce, by Tuesday, August 12, a contingency plan targeting sectors impacted by the tariffs imposed by the United States. In Congress, the opposition continues to mobilize around an agenda against the Supreme Federal Court (STF). The Senate will hold confirmation h...
The Phillips curve is alive and well
BRAZIL ECONOMICS · Report · 11 Aug 2025
With the renewed decline in the unemployment rate, labor earnings, which are already growing significantly above productivity, are expected to face new pressures. Our estimates, based on pre-pandemic data, indicate that a 1 percentage point change in the economy’s slack, whether through an in...
Politics: Upcoming electoral reform—another significant blow to Mexican democracy
MEXICO · Report · 11 Aug 2025
The final step in AMLO's "Plan C", aimed at guaranteeing the ruling party the 2/3 qualified majority needed to modify the Constitution and thereby avoid the legislative or judicial branch's nullifying the 4T’s policies, is about to be concretized in the form of the Electoral Reform. On August 3 ...
Federal budget revenues may fall short amid disinflation and a strong ruble
RUSSIA ECONOMICS · In Brief · 11 Aug 2025
In the seven days ending on August 4, Rosstat reported weekly deflation accelerated to 0.13% w-o-w (versus 0.5% deflation in the previous seven days). Rosstat also reported that the MTD deflation reached 0.07% as of August 4 while the YTD inflation fell to 4.37%. Given that the MTD inflation on J...