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 May 13 -
Brazil Economics databank Apr 14
-
Central America databank May 1
-
Chile databank Apr 7
-
China databank Mar 21
-
Colombia databank May 12
-
Dominican Republic databank Apr 28
-
Ecuador databank Apr 22
-
Gulf Countries databank May 16
-
Hungary databank Apr 22
-
India databank Apr 28
-
Mexico databank May 12
-
Panama databank May 13
-
Peru databank Apr 28
-
Philippines databank May 8
-
Poland databank Apr 29
-
Russia Economics databank May 12
-
South Africa databank May 6
-
Turkey databank Apr 24
-
Ukraine databank May 12
-
Venezuela databank May 5
NEWS FLASH
WEBINAR - LATIN AMERICA: FISCAL PRESSURES AND POLITICAL SHIFTS...
COUNTRY INSIGHTS
Israel Weekly Macro Wrap Up 25.6.23
ISRAEL · In Brief · 25 Jun 2023
Politics: Although the political environment remains uncertain, the worst-case scenario of replacing the committee to appoint Supreme Court judges with a majority of coalition representatives no longer appears to be on the table. Last week, two new members were appointed to the committee from the...
Arrest warrant for Yevgeny Prigozhin
RUSSIA / FSU POLITICS · In Brief · 25 Jun 2023
On June 24 Yevgeny Prigozhin the warrant was for allegedly inciting an armed rebellion. Military vehicles have been put onto the streets of Moscow and other cities. The guard has been doubled at strategic locations. A 2 am on June 24 Prigozhin said that Wagner Group had returned from Ukraine to R...
Last minute Kirchnerist backflip: UP tweeted that Massa runs as the only presidential candidate
ARGENTINA · In Brief · 24 Jun 2023
In a surprising backflip, the ruling coalition “Unión por la Patria” (UP) announced yesterday night (June 23) through its official Twitter account, that Sergio Massa is going to be the only presidential candidate, accompanied by Augustín Rossi, current Chief of Cabinet, and close ally of Presiden...
Conference on rebuilding Ukraine
RUSSIA / FSU POLITICS · In Brief · 24 Jun 2023
On June 21 the Ukraine Recovery Conference took place in London. The private sector is being looked to in order to rebuild the country after the war. The construction bill was estimated at USD 411 billion in March 2023. Rishi Sunak hosted the conference. Zelensky hosted by videolink. The UK will ...
Russia says Ukraine has hit a Crimean Bridge
RUSSIA / FSU POLITICS · In Brief · 23 Jun 2023
On June 23 Russia said Ukraine said British-supplied missiles. The parallel bridges were both damaged. Russia claimed that the United Kingdom ordered the attack. Russia posted footage of a hole in the bridge. The Russian-appointed Governor of Kherson said the bridge would be repaired soon. Chonga...
A light at the end of the tunnel of a poor international reputation: the possible exit from the FATF gray list
PANAMA · In Brief · 23 Jun 2023
The Ministry of Economy and Finance announced today that the FATF-GAFI has approved an on-site visit to showcase the country's progress in implementing FATF recommendations. The country has achieved a "largely compliant" rating in all actions of the agreed plan with the FATF to address deficienci...
CPI-disinflation accelerated in May
HUNGARY · Report · 23 Jun 2023
The outlook on energy prices remains positive, despite a substantial upward correction in recent weeks. Save for the case of a major disruption of the supply flow, energy import costs are still bound to fall by a lot this year. Recent data on gas reserves and energy conservation is impressive. Op...
GULF WEEKLY: Iran-GCC diplomatic blitz, Kuwait forms new cabinet, Qatar-China LNG deal, Hajj pilgrim numbers double
GULF COUNTRIES · Report · 23 Jun 2023
A skimmable summary overlaid with our analysis and links. Headlines: * The UAE and Qatar reopened their embassies as the Gulf détente continues. * Iran’s foreign minister visited UAE, Qatar, Oman and Kuwait and hosted the Saudi minister in Tehran. * Gulf states, particularly Saudi Arabia, ro...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 23 Jun 2023
The CBR decided to keep the key rate unchanged (at 7.5%) earlier in Jun but sent a hawkish signal to the market. The latter lifted the OFZ yield curve higher. The 10-year papers are now traded above 11%. The last time this level was in the spring of 2022. Many investors see a threat of potential ...
The rapporteur for Tax Reform submitted his report on the text, next week will be slow in Congress, and the TSE should adjudicate the case against former President Bolsonaro next week
BRAZIL POLITICS · Report · 23 Jun 2023
Yesterday, the rapporteur of the Tax Reform proposal, Aguinaldo Ribeiro (PP-PB), submitted his report. He said that Arthur Lira wants to vote on the proposal by July 7. The text did not change much in relation to what was already presented. We will have a quieter week in Congress next week. There...
Former BIS / US Fed executive and Economics Professor named BSP governor
PHILIPPINES · In Brief · 23 Jun 2023
We expect financial markets here and abroad to welcome the appointment of Eli Remolona as BSP Governor. Currently a member of the Monetary Board, he will assume the governorship on July 3. As we wrote in our latest Forecast report, Mr. Remolona is preeminently qualified for the job having spent 1...
Slide Presentation - Colombia: Muddy waters
COLOMBIA · Report · 23 Jun 2023 · 1 response
Get insight into Colombia's fiscal policy, economic activity and political environment with a presentation from Juan Carlos Echeverry and Andres Escobar.
Topic of the week: Region moves into easing, with last holdout Azerbaijan signaling an end of the hiking cycle
CAUCASUS / CENTRAL ASIA · Report · 23 Jun 2023
The CAUCASUS and CENTRAL ASIA WEEKLY starts with the topic of the week, which discusses the strengthening trend of CCA economies' exiting the rate-hiking cycle that prevailed over the last couple of years. Azerbaijan is the only holdout that has still not transitioned into easing, but even there ...
Confirmed: Wado de Pedro is the Kirchnerists' presidential candidate in the primaries
ARGENTINA · In Brief · 22 Jun 2023
Eduardo Enrique (aka Wado) de Pedro (WdP), current Minister of Interior and Cristina Fernandez de Kirchner´s (CFK) political dauphin will run as a presidential candidate for the newly renamed “Unión por la Patria” (UP – formerly FdT). In August´s primaries, he will face the other main candidate o...
Deciphering Erdogan’s road map
TURKEY · In Brief · 22 Jun 2023
Erdogan and his long-time companion Bahçeli came out of a very tough election marathon with smiles all around, but they didn’t make it clear what they planned to do during the next five years when they shall reign over Turkey uncontested. AKP's Manifesto for the 100th Anniversary of the Republic ...