GlobalSource Partners | Country Insights

Thanks to record foreign exchange sales of $1.047 billion, in March 2026, inflation slowed to 13.1 percent from 14.6 percent in February. The strong forex sales helped ease exchange rate pressures and narrow the gap between the official and market rates to 40.8 percent. But the increase in the In...

José Guimarães is the new Minister of Institutional Relations, Lula said he will submit a bill this week abolishing the 6x1 work schedule, and two new presidential polls are set to be released today

BRAZIL POLITICS · Report · 14 Apr 2026

President Luiz Inácio Lula da Silva has appointed Congressman José Guimarães as Minister of the Secretariat of Institutional Relations. He replaces Gleisi Hoffmann, who will return to her seat in the Lower House. Regarding the end of the 6x1 work schedule, Lula stated yesterday that he intends to...

Webinar replay: Peru first round results - What's next?

PERU · Report · 14 Apr 2026 · 1 response

Visit our calendar page to watch the replay of webinar featuring GlobalSource Partners' Peru Analyst Alfredo Thorne discussing what the results of Peru's first round of elections reveal about Peru’s trajectory and the possible impact on the economy and markets.

Economics: Inflation in March 2026 rose again due to an increase in non-core inflation and the persistence of core inflation

MEXICO · Report · 14 Apr 2026

Consumer inflation in March stood at 4.59% annually, up from 4.02% in February. The increase was driven primarily by a sharp rise in the non-core component, which reached 5.05%. As a result, consumer inflation has risen by nearly one percentage point (100 basis points) during the first quarter o...

Do not take Tisza's constitutional majority for granted yet

HUNGARY · In Brief · 14 Apr 2026

Tisza obviously won the election with a great margin, and that you can take for granted. However, the situation is not quite the same clear regarding Tisza's supermajority or the lack of it.We have reported that the vote count is set to be completed only on Saturday this week. But we are now stre...

Past week review and week ahead: March CPI, budget, and geopolitics in focus - Weekly report, April 13, 2026

ISRAEL · Report · 13 Apr 2026

After nearly two weeks of holiday-related slowdown, economic activity in Israel resumed yesterday, alongside a continued ceasefire and a gradual return to routine. Equity markets responded positively to the cease-fire, with the TA-35 rising by 1.9% and the TA-90 gaining 1.6% in Friday’s session. ...

Could the Presidential Election be decided in the first round and other weekly topics

BRAZIL POLITICS · Report · 13 Apr 2026

Three presidential polling surveys will be released this week (CNT/MDA, Futura, and Genial/Quaest). Representative Paulo Azi (União-BA), rapporteur of the proposal to end the 6x1 work schedule, will present his opinion on Wednesday (15) before the Constitution and Justice Committee (CCJC) of the ...

Poland: New crisis in the justice system. Inflation picks up as fuel prices explode. Sustained consumer demand but the industry lags again.

POLAND · Report · 13 Apr 2026

Poland is entering a risky phase where an escalating rule‑of‑law crisis, open conflict between the government, the president and the central bank, and renewed inflation from a fuel shock all converge on an economy that still grows on the back of strong consumer demand but suffers from weak invest...

Politics: Missing and unlocated persons in Mexico, a multiple crisis

MEXICO · Report · 13 Apr 2026

On April 2, 2026, the UN Committee on Enforced Disappearances published its report on Mexico and invoked Article 34 of the International Convention for the Protection of All Persons from Enforced Disappearance. It urged the UN Secretary-General to refer the situation urgently to the General Assem...

Hungary's election-a few lessons for Armenia

CAUCASUS / CENTRAL ASIA · In Brief · 13 Apr 2026

The erosion of Viktor Orbán’s long-standing political dominance in Hungary, resulting in his election loss, can offer a couple of genuinely important lessons for Armenian observers. They are particularly relevant given my mathematical analysis of the election complexities of the Armenian election...

The new Minister of the Secretariat for Institutional Relations will be sworn in tomorrow, Paulo Azi will submit his report regarding the 6x1 work schedule bill, and the House will decide who will fill the seat on the TCU

BRAZIL POLITICS · Report · 13 Apr 2026

On Tuesday, Congressman José Guimarães (PT-CE) will be sworn in as Minister of the Secretariat for Institutional Relations. As a result, Congressman Paulo Pimenta (PT-RS) is expected to take over as the government’s leader in the Lower House. On Wednesday (April 15), Congressman Paulo Azi (União-...

The truth in drips

BRAZIL ECONOMICS · Report · 13 Apr 2026

The government raised the projected primary deficit from BRL 23 billion to BRL 60 billion. There are still indications of underestimation in spending on Social Security and BPC, while the oil shock led to the announcement of BRL 31 billion in subsidies and tax waivers, an amount that tends to inc...

Reasonably good numbers, amid global crises

INDONESIA · Report · 13 Apr 2026

Despite global crises, especially war in the Middle East, the Indonesian economy still showed some decent numbers, in particular in the external balance and on the inflation front. The impacts of global economic trends on the domestic real economy could start being felt in the coming months. B...

A vote count update and Magyar's introductory speech

HUNGARY · In Brief · 13 Apr 2026

The officially communicated election result did not change significantly overnight, but the vote count rose to 98.9%. Importantly, the 170k mail votes cast by nonresidents have been counted and included, and so the most non-transparent part of the election process has been eliminated. What remain...

Peru: Keiko moves to runoff, second place still tied

PERU · In Brief · 12 Apr 2026

First exit polls were released a few hours ago and at 9pm will be released the first quick count. The message is the Keiko Fujimori form Fuerza Popular moves to the second round with about 16% of the vote. However, the second place is tied between Rafael López Aliaga from right-wing Renovation Po...