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Events
Databanks
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Argentina databank Apr 30 -
Brazil Economics databank Apr 14
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Central America databank May 1
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank Apr 28
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Dominican Republic databank Apr 28
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Ecuador databank Apr 22
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Gulf Countries databank May 2
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank Mar 25
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Panama databank Jan 28
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Peru databank Apr 28
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Philippines databank Apr 8
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Poland databank Apr 29
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Russia Economics databank Apr 11
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank Mar 6
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Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Economics: More signs of decelerating manufacturing as public finances and monetary policy raise concerns
MEXICO · Report · 25 Mar 2024
Economic data published this past month continued to bear out our projection of a slowdown in early 2024. As predicted, manufacturing contracted anew in January, largely in response to slackened demand from US industry. In Mexico, drivers of economic activity remain primarily domestic as the exte...
The Strength of Internal Demand and the Respective Risks
BRAZIL ECONOMICS · Forecast · 25 Mar 2024
We have revised our growth projection for the year upward to 1.8%. Given the low carry-over from last year, this annual figure requires quarter-on-quarter marginal growth greater than the sustainable pace of output expansion, implying an additional decline of unemployment, and thus persistence of...
The goverment agenda begins to see progress and other weekly topics
BRAZIL POLITICS · Report · 25 Mar 2024
This will be a shorter week due to the federal holiday on Friday. The House is trying to vote on the new Bankruptcy Law and the bill on persistent debtors. Minister Fernando Haddad discusses the states' debt with the governors. This week's Talking Points: * Tax Reform regulation. ...
Machado names substitute candidate
VENEZUELA · Report · 25 Mar 2024
Maria Corina Machado waited till March 22, when the nomination period was already under way, to appoint Corina Yoris as her replacement candidate, stating that she embodies perfect opposition unity. During the press conference, Yoris had support from the parties grouped under the Unitary Platform...
The House may vote on the Bankruptcy Law bill and the persistent debtors bill this week, Haddad will meet with governors to discuss state debt, and French President Macron will visit Brazil this week
BRAZIL POLITICS · Report · 25 Mar 2024
The president of the House, Arthur Lira (PP-AL), scheduled for Tuesday, March 26, the vote on PL nº 3/2024, which provides for changes to the Bankruptcy Law. Another matter that is causing tension in the House and that may be put to a vote is Bill nº 15/2024, which creates a tax compliance progra...
Despite concern about inflation, shekel appreciation may support lowering the interest rate
ISRAEL · Report · 25 Mar 2024
1. The shekel appreciated last week on optimism regarding a possible cease-fire. 2. Supply side disruptions, strong demand for housing rentals (compared to supply) and an accommodative fiscal policy pose inflationary threats 3. Nevertheless, assuming shekel stability, we see a likely rate c...
Analysts expect a 75bps base rate cut tomorrow
HUNGARY · In Brief · 25 Mar 2024
The regular monthly rate-setting meeting of the Monetary Council is due tomorrow. Analysts responding to Portfolio.hu's usual poll have a median expectation of a 75bps base rate cut, with seven respondents forecasting this step, two expecting a 100bps rate reduction, and another two predicting on...
Putin blames Ukraine for Moscow concert hall terror
RUSSIA / FSU POLITICS · In Brief · 25 Mar 2024
On March 22 Putin said that the attackers tried to flee to Ukraine and that Ukraine was involved. He did not state how Ukraine was involved. 4 suspects were arrested in Bryansk, which is near Ukraine. It is possible that the suspects were headed to Ukraine even if Ukraine was not connected to the...
The Plot Thickens
TURKEY · Report · 24 Mar 2024 · 2 responses
Battle lines are frozen across the nation with one week left to elections. AKP-MHP have probably lost Ankara and Izmir and are struggling to make any gains against Imamoglu in Istanbul. CHP is sweating to keep its fortresses elsewhere, such as Antalya, Eskisehir and Edirne. While nothing can be r...
Despite inflationary threats in the medium term, conditions likely to support rate cut in April
ISRAEL · In Brief · 24 Mar 2024
In the past week, the shekel strengthened by 1.2 percent against a basket of currencies, but depreciated after the official exchange rate was fixed on Friday. It seems that in the short term, the shekel will continue to respond to the degree of optimism regarding a possible ceasefire. In the past...
Russia is at war - Putin spokesman
RUSSIA / FSU POLITICS · In Brief · 22 Mar 2024
On March 22 Dmitry Peskov said that there is a war against Ukraine. Russia had officially labelled it a "special military operation" and criminalized the use of the word "war" in relation to it. However, Putin himself slipped out the word "war" in 2023. Peskov said the situation turned into a war...
GULF WEEKLY: Fitch upgrades Qatar, Dubai merges developers, PIF eyes Saudia, US Gaza resolution vetoed
GULF COUNTRIES · Report · 22 Mar 2024
A skimmable summary overlaid with our analysis and links. Headlines: * The US’s draft UN resolution calling for (but not “demanding”) an immediate ceasefire in Gaza was vetoed by China and Russia. * Ceasefire talks continue in Qatar, with differences over Palestinian prisoners and repopulatin...
Parade or charade?
COLOMBIA · Report · 22 Mar 2024 · 1 response
There were many reactions to President Gustavo Petro’s idea of convening a Constitutional Assembly. Possibly the most synthesizing one came from constitutional lawyer Juan Manuel Charry, who wrote that Petro doesn’t know whether his role is to subvert the institutional order or to govern (“no sab...
Venezuela Webinar Replay: Assessing Risks and Opportunities
VENEZUELA · Report · 22 Mar 2024
Will General License 44 be renewed or reformed, or will it simply expire? What is the oil sector outlook? How is the opposition getting ready for the July presidential elections? How will the Essequibo conflict evolve in the coming months? Visit our calendar page to watch the replay of our webina...
Another poll has confirmed a drop in Lula’s popularity, the STF rejected the lifetime review of the INSS, and next week will be slower due to the federal holiday
BRAZIL POLITICS · Report · 22 Mar 2024
Yesterday, another government rating poll was published confirming a drop in the President's popularity. The Datafolha poll showed that the negative ratings (bad/very bad) of the Lula (PT) government grew by three percentage points compared to December last year, reaching 33%. Also yesterday, the...