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Events
Databanks
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Argentina databank Nov 12 -
Brazil Economics databank Nov 17
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Central America databank Oct 29
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Chile databank Oct 29
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China databank Mar 21
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Colombia databank Nov 6
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Dominican Republic databank Oct 21
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Ecuador databank Oct 23
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Gulf Countries databank Nov 14
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Hungary databank Oct 17
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India databank Jun 26
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Mexico databank Oct 21
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Panama databank Nov 12
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Peru databank Nov 4
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Philippines databank Nov 7
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Poland databank Nov 3
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Russia Economics databank Nov 14
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South Africa databank Nov 3
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Turkey databank Oct 27
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Ukraine databank Nov 10
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Venezuela databank Nov 3
NEWS FLASH
UPCOMING WEBINAR - CHINA'S FIVE-YEAR PLAN AND ITS SHIFTING ECONOMIC LAN...
COUNTRY INSIGHTS
Economic slowdown and tax tensions frame the 2026 budget debate
DOMINICAN REPUBLIC · Report · 18 Nov 2025
Economic conditions in the Dominican Republic softened further in September, with growth slowing across nearly all major sectors. The adverse effects of Hurricane Melissa, including disruptions to agricultural production and temporary business closures, helped drive food prices higher. Headline i...
The STF published the decision that denied Bolsonaro’s appeals, the House may vote on the Anti-Gang Bill, and the rapporteur of the Sentencing Bill is finalizing his report so that it can be discussed in the leaders' meeting
BRAZIL POLITICS · Report · 18 Nov 2025
The Supreme Federal Court (STF) published on Monday night, November 17, the decision that denied the appeals of former President Jair Bolsonaro (PL) and six other convicts from the crucial core of the coup plot. With the publication of the judgment, the deadline opens for the defenses to file new...
Webinar replay - Chile election briefing: After the general elections
CHILE · Report · 18 Nov 2025
Were there any surprises in the results of Chile's congressional and presidential elections? Have Chilean voters become polarized? What challenges and opportunities do the presidential candidates face to consolidate support and appeal to voters? Will their strategies shift to the center? What are...
Economics: The non-tariff barriers US cites put Mexico at a disadvantage in the upcoming USMCA review and potential renegotiation
MEXICO · Report · 18 Nov 2025
The positions on non-tariff barriers being cited by the current US administration loom large over the USMCA review and possible renegotiation, a process the three signature countries are scheduled to jointly engage in beginning next July. The barriers Washington points to were outlined in a US Tr...
Weekly macroeconomic update, November 17, 2025
ISRAEL · Report · 17 Nov 2025
This week’s market focus centered on two key releases: the October CPI and the Q3 GDP figures. Together, they offer an updated view of the economy’s post-war momentum and inflation environment ahead of the Bank of Israel’s November 24 rate decision. The GDP surged 12.4% (annualized) in Q3 as acti...
The positioning of "independent" voters and other weekly topics
BRAZIL POLITICS · Report · 17 Nov 2025
The holiday (Black Consciousness Day) on Thursday reduces congressional activity this week. In the Lower House, the highlight is the attempt to vote on the Anti-Gang Bill. In the Senate, the Economic Affairs Committee (CAE) may discuss the bill on the taxation of betting platforms and fintechs. T...
A tough defeat
ECUADOR · Report · 17 Nov 2025
On November 16, nearly 14 million Ecuadorians voted on four questions in a referendum: on the presence of foreign military bases in Ecuador, reducing the number of legislators, eliminating public financing of political parties, and changing the 2008 Constitution through a constitutional assembly....
CIS Essential Politics: November 1-17, 2025
RUSSIA / FSU POLITICS · Report · 17 Nov 2025
- A massive corruption scandal in Ukraine implicates a former defense minister and various Zelensky allies. - Russia encircles key cities of Pokrovsk and Mirnograd after a year of fighting. - Kazakhstan signs an alliance with Russia and a minerals deal with US. - A fierce R...
Election update: Kast in Pole Position for Runoff
CHILE · In Brief · 17 Nov 2025
As expected, Jeannette Jara and José Antonio Kast will face each other in Chile’s runoff presidential election on 14 December. Less expected was Jara’s poor showing, winning just 26.8% of the vote, even less than the 30% support the Boric government tends to maintain. José Antonio Kast (24%), Joh...
The House is expected to attempt a vote on the Anti-Gang Bill, the Senate Economic Affairs Committee will discuss the bill that taxes fintechs and betting, and the BNDES may announce an infrastructure financing operation
BRAZIL POLITICS · Report · 17 Nov 2025
The Lower House is expected to attempt a vote on Tuesday, November 18, on the Anti-Gang Bill (Bill No. 5,582/25), drafted by the Executive Branch. The rapporteur is Congressman Guilherme Derrite (PP-SP). Also on Tuesday, the Senate’s Economic Affairs Committee (CAE) will discuss the bill introduc...
Industrial production growth numbers remain high in 10M25, deceleration likely in 2026
KAZAKHSTAN · In Brief · 17 Nov 2025
According to a recent publication by the Bureau of National Statistics, industrial production grew by 7.3% y-o-y in 10M25 (slightly down from 7.4% in 9M25). In October alone industrial production was up by 7.1% pointing to a gradual, albeit natural, deceleration. As usual, the official m-o-m do n...
Losing steam
BRAZIL ECONOMICS · Report · 17 Nov 2025
Economic activity lost strength starting in the second quarter and now shows signs cooling aggregate demand. Retail sales indicate that the payment of court-ordered debts (precatórios) was not enough to sustain a favorable outcome for consumption. Even segments more sensitive to income have shown...
Politics: Sheinbaum's administration under fire on multiple fronts
MEXICO · Report · 17 Nov 2025
With Claudia Sheinbaum’s presidential administration now into its second year, prospects are not as bright as they once appeared. Sheinbaum had everything going for her, including AMLO’s legacy and high approval ratings and a weak opposition. But her incapacity to break with AMLO’s erroneous poli...
Upcoming webinar - China's five-year plan and its shifting economic landscape
CHINA FINANCIAL · Report · 17 Nov 2025
What challenges will China face in the execution of its five-year plan? Can China maintain its position in the global trade conflict? As Beijing clamps down on the manufacturing industry, what support will the government provide to different sectors? Join us for our live webinar featuring GlobalS...
Analysts expect a base rate cut only in H2 2026
HUNGARY · In Brief · 17 Nov 2025
The Monetary Council is set to hold its regular monthly rate-setting meeting tomorrow. Analysts participating in Portfolio.hu's monthly poll uniformly expect the 6.5% base rate to hold on this occasion. Indeed, it would be just very surprising if the Council decided to go for a rate cut, after it...