Services
GLOBAL COVERAGE
- ARGENTINA
- BRAZIL ECONOMICS
- BRAZIL POLITICS
- CAUCASUS / CENTRAL ASIA
- CENTRAL AMERICA
- CHILE
- CHINA
- CHINA ADVISORY
- CHINA FINANCIAL
- COLOMBIA
- DOMINICAN REPUBLIC
- ECUADOR
- GULF COUNTRIES
- HUNGARY
- INDIA
- INDONESIA
- ISRAEL
- JAMAICA / BAHAMAS
- KAZAKHSTAN
- MEXICO
- NIGERIA
- PANAMA
- PERU
- PHILIPPINES
- POLAND
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- TURKEY
- UKRAINE
- VENEZUELA
Events
Databanks
-
Argentina databank Apr 30 -
Brazil Economics databank Apr 14
-
Central America databank May 1
-
Chile databank Apr 7
-
China databank Mar 21
-
Colombia databank Apr 28
-
Dominican Republic databank Apr 28
-
Ecuador databank Apr 22
-
Gulf Countries databank May 2
-
Hungary databank Apr 22
-
India databank Apr 28
-
Mexico databank Mar 25
-
Panama databank Jan 28
-
Peru databank Apr 28
-
Philippines databank Apr 8
-
Poland databank Apr 29
-
Russia Economics databank Apr 11
-
South Africa databank May 6
-
Turkey databank Apr 24
-
Ukraine databank Mar 6
-
Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Preliminary results: CHP juggernaut steamrolls over AKP
TURKEY · In Brief · 31 Mar 2024
With 55% of the votes tallied, CHP has not only kept Istanbul, Ankara and Izmir, but also edged out AKP in the national vote. While some races are still too close to call, CHP may cross the finish line with only one major loss, namely the earthquake capital Hatay. On the other hand, it seems to h...
Rate cut expected next week, assuming limited shekel volatility this week
ISRAEL · In Brief · 31 Mar 2024
Private consumption remains elevated Although domestic real credit card purchases declined by 2% in February, the level of purchases is 3.8% higher than the pre-war level in September (SA). Real-time data from the BoI point to 3% m/m growth in March. This high level of consumption is due in part ...
Sanctions on Russia are impacting payment systems, although their effectiveness is unproven in trade
RUSSIA / FSU POLITICS · In Brief · 31 Mar 2024
On March 28 the South Korean company Samsung said that as of April 1 that the Russian Mir payment system will be disabled on Samsung. Google Pay and Apple Pay have already severed ties with the Mir Russian payment system. The timing of Samsung's decision is possibly related to Russia's recent vot...
Disturbance in the force - a high-profile revolt in Fidesz' inner circles
HUNGARY · In Brief · 30 Mar 2024
The last three weeks did not go particularly well for Fidesz from the domestic politics point of view. Previously, we wrote of the unfortunate case of a presidential pardon to a convicted pedophile-helper, which led to the sudden resignation of the president of the republic, the former minister o...
Russia moves closer to North Korea
RUSSIA / FSU POLITICS · In Brief · 29 Mar 2024
On March 27 Russia voted to close a UN panel that monitors sanctions on North Korea. The panel was investigating claims that Russia broke UN rules by buying North Korean ballistic missiles. Sanctions are still extant but the UN cannot effectively monitor them now. Many countries criticized Russia...
Ukrainian Foreign Minister in India
RUSSIA / FSU POLITICS · In Brief · 29 Mar 2024
On March 28 Dmytro Kuleba arrived in Delhi to met his counterpart. Kuleba was invited by External Affairs Minister Jaishankar. This is the first top level visit by a Ukrainian to India since the war began. The two men discussed a peace formula. Jaishankar said the issues involved in the war canno...
Our (in)famous last words
TURKEY · In Brief · 29 Mar 2024
Executive Summary With an abject lack of enthusiasm and deep trepidation, the politics author attends to his duty of sharing his final predictions for municipal elections and beyond. If polls are to be believed, which is a big IF, CHP has sealed the deal in Ankara and Izmir, with the latest three...
GULF WEEKLY: Saudi green bond framework, Oman Q4 GDP, Gaza talks in Qatar paused after UN resolution
GULF COUNTRIES · Report · 28 Mar 2024
A skimmable summary overlaid with our analysis and links. Headlines: * The UN demanded a Gaza ceasefire but the war continues, and hostage talks in Qatar paused. * Although the US permitted the UN resolution, it passed a budget with aid for Israel's military and none for UNRWA. * GCC banks ...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 28 Mar 2024
The main event in Russia during the last two weeks was the terrorist attack on the concert hall in the suburbs of Moscow, which led to a massive number of victims. Despite the unprecedented scale of the tragic event, the reaction of financial markets was moderate, as the ruble lost less than 1%, ...
Kazakhstan: no change in macro trends in 2M24; puzzles remain
KAZAKHSTAN · Report · 28 Mar 2024
Recently, the Bureau of National Statistics, the Ministry of Finance, and the National Bank of Kazakhstan published a new set of monthly macroeconomic statistics, and the major takeaway is that the country’s economic trends haven't changed much. Last week, we published a report that presented a b...
Crackdown on organized crime in Central Asia
RUSSIA / FSU POLITICS · In Brief · 28 Mar 2024
On March 27 Raimbek Matraimov and his three brothers were extradited from Azerbaijan to Kyrgyzstan. He was second in charge of the Kyrgyz Customs Service for several years. The State Committee of National Security is detaining him before his trial. Conviction rates in Kyrgyzstan are very high. M...
Industry posts steady growth in 2M24
RUSSIA ECONOMICS · In Brief · 28 Mar 2024
Rosstat reported that in February and 2M24, the performance of the Russian industry looked not too bad, as the industrial output grew y-o-y by 8.5% and 6.6%. To some extent, faster y-o-y growth in February stemmed from additional working days (due to a leap year). However, it looks like it is not...
CCA Highlights: Armenia boasts stellar early 2024 growth, Azerbaijan cuts rates, Georgia's outlook upgraded by Moody's, Uzbekistan sees continuing declines in gas output
CAUCASUS / CENTRAL ASIA · Report · 28 Mar 2024
We comment on the key macro and political stories in the Caucasus and Central Asia: Armenia: Monthly economic indicator soars to 16.3% y/y in Feb Armenia: Budget posts large deficit in Feb Armenia: PM argues that GDP is growing above its potential Armenia: PM claims Azerbaijan may start war...
Haddad said he will submit proposals on Tax Reform regulations by April 15, next week will be slow due to the party window, and Congress is planning to partially override Lula’s vetoes to the Budget
BRAZIL POLITICS · Report · 28 Mar 2024
Yesterday the Minister of Finance, Fernando Haddad, said once again that he will submit proposals to regulate Tax Reform by April 15. At first, he will submit bills related to consumption. We will also have little activity next week, as many legislators will not be in Brasília due to the party wi...
A sense of stability post election
INDONESIA · Report · 28 Mar 2024
The Indonesian Election Committee announced on March 20, 2024, that the President and Vice President-elect from the 2024 General Election were Prabowo Subianto and Gibran Rakabuming Raka. After this announcement, there is a process in the Constitutional Court that will decide whether the presiden...