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Events
Databanks
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Argentina databank Jan 30 -
Brazil Economics databank Jan 20
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Central America databank Jan 29
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Chile databank Jan 23
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China databank Mar 21
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Colombia databank Dec 19
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Dominican Republic databank Jan 27
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Ecuador databank Jan 21
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Gulf Countries databank Jan 30
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Hungary databank Jan 23
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India databank Jun 26
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Mexico databank Jan 15
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Panama databank Nov 12
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Peru databank Jan 30
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Philippines databank Jan 8
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Poland databank Nov 3
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Russia Economics databank Jan 16
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South Africa databank Jan 6
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Turkey databank Dec 24
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Ukraine databank Nov 10
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Venezuela databank Jan 7
NEWS FLASH
UPCOMING WEBINAR - PERU IN 2026: POLITICAL RISKS, ELECTIONS, AND ECONOM...
COUNTRY INSIGHTS
Politics: Some of Mexico's important vulnerabilities vis-à-vis the Trump Administration
MEXICO · Report · 02 Feb 2026
Facing the review and possible renegotiation of the USMCA in 2026, Mexico has some shielding against extreme tariff measures due to its deep integration with North American value chains, but its negotiating capacity is severely undermined by a set of internal economic and structural vulnerabiliti...
CIS Essential Politics: January 16 - Feb 1, 2026
RUSSIA / FSU POLITICS · Report · 02 Feb 2026
- Russia, Ukraine and the US in Abu Dhabi to negotiate peace. - Ukraine and Moldova experience nationwide blackouts amidst Russian strikes. - Moldova leaves the CIS. - Kazakhstan plans major constitutional reforms. - Uzbekistan plans its first-ever census.
Synthesis of the Brazilian Economy
BRAZIL ECONOMICS · Report · 02 Feb 2026
RISKS: WITHOUT A COMPASS, AT THE MERCY OF WINDS AND MOODS The construction of a solid institutional framework has been one of the pillars of civilization. Faced with the inevitability of uncertainty, human beings built rules to reduce it, restricting the possible choices in each situation. If ...
A new Turkey story: under construction
TURKEY · Report · 02 Feb 2026
Legendary and immortal Market Guru, the Cosmic Strategist (myself) decided to make an unsolicited return from His self-imposed retirement, to herald loudly that Turkey is building a new and very positive story based on four pillars, almost none of which the Cosmic Strategist believes are priced i...
Congress resumes activity today, President Lula should sign the Mercosur-EU agreement and submit it to Congress, and two governors will attend hearings in the Senate this week
BRAZIL POLITICS · Report · 02 Feb 2026
Congress resumes its activities today. The current legislative session will run through July 17. Today, President Lula is expected to sign the Mercosur-European Union agreement and send it to Congress for consideration. The goal is to vote on the agreement this semester. In the Senate, two govern...
NBU cuts prime rate by 0.5 pp to 15.0% amid EU funding decision
UKRAINE · In Brief · 01 Feb 2026
The NBU Board cut the prime policy rate by 0.5 ppt to 15.0%, effective January 30. The decision came against the backdrop of slowing consumer inflation, which decelerated to +0.2% m/m and +8.0% YTD in December 2025. However, the main trigger for the start of a new easing cycle appears to be diffe...
About our report schedule
TURKEY · In Brief · 01 Feb 2026
Dear Colleagues/Readers: We were compelled to postpone our monthly report, which was planned for today, to mid-next week. There will be no weekly report today. You can always reach us over the platform for any questions you may have. We are grateful for your understanding. GSP Turkey Team
Panama Supreme Court Voids Panama Ports Concession: Vertical-Integration Risk for the Canal
PANAMA · In Brief · 30 Jan 2026
Panama’s Supreme Court has declared unconstitutional the legal framework underpinning Panama Ports Company’s (PPC) concession for the Balboa (Pacific) and Cristóbal (Atlantic) terminals, tied to the 1997 contract-law, its addenda, and the renewal act. These are not small assets: in 2025 Balboa ha...
GULF WEEKLY: Oil spikes on Iran concerns, Saudi winter games cancelled, L’imad absorbs ADQ, Bahrain issues bonds
GULF COUNTRIES · Report · 30 Jan 2026
A skimmable summary overlaid with our analysis and links. Headlines: * Oil rose to $70 as the US naval armada neared Iran, and betting odds showed a growing conflict risk. * Gulf states are trying to de-escalate and will deny US usage of their territory and airspace for strikes. * Three Saud...
Webinar replay - Venezuela: What's next?
VENEZUELA · Report · 30 Jan 2026
Visit our calendar page to watch the replay of our webinar featuring Ruth Krivoy discussing what's next for Venezuela. The country is at a pivotal moment, marked by both uncertainty and opportunity. With tensions involving U.S. interests, Venezuelan sovereignty, shifting oil market prospects and ...
TOPIC OF THE WEEK: The South Caucasus through a strategic lens
CAUCASUS / CENTRAL ASIA · Report · 30 Jan 2026
A new era is dawning in the South Caucasus, in which politics, geopolitical developments, and a changing energy and security picture will increasingly feature as key investment variables, rather than background noise. Elections will take place in 2026 in Armenia, consolidation in politics is unde...
Energy ceasefire… we will stop killing you for a while…
UKRAINE · In Brief · 30 Jan 2026
My short comment on the energy ceasefire. When you have already destroyed everything strategically important that could be destroyed, further attacks bring only marginal additional effect. Yet you still have not achieved the outcome you expected, so you may try to sell your supposed “peacefulness...
Central Bank keeps the policy interest rate unchanged
DOMINICAN REPUBLIC · In Brief · 30 Jan 2026
In February 2026, the policy interest rate will remain unchanged at 5.25% per year, following the Central Bank's decision yesterday. Likewise, the rate on the standing liquidity expansion facility (one-day repos) remains at 5.75% per year, while the overnight deposit facility rate continues at 4....
The Knesset approved the budget in its first reading, increasing the likelihood that it will also pass its second and third readings by March
ISRAEL · In Brief · 30 Jan 2026
Israel’s Knesset has approved the 2026 state budget in its first reading, by a 62-55 majority, following negotiations with ultra-Orthodox parties. The proposed budget must still pass second and third readings by March 31; failure to do so would trigger the dissolution of the Knesset and early ele...
The South African Reserve Bank starts the year by holding rates steady
SOUTH AFRICA · Report · 29 Jan 2026
Having convened for its first meeting of 2026 this week, the South African Reserve Bank’s Monetary Policy Committee (MPC) announced its interest rate decision today. Mostly in line with market expectations, the MPC voted to keep the benchmark interest rate unchanged at 6.75%. As such, the prime l...