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Events
Databanks
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Argentina databank May 13 -
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 May 12
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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 16
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank May 12
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Panama databank May 13
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Peru databank Apr 28
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Philippines databank May 8
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Poland databank Apr 29
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Russia Economics databank May 12
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank May 5
NEWS FLASH
WEBINAR - LATIN AMERICA: FISCAL PRESSURES AND POLITICAL SHIFTS...
COUNTRY INSIGHTS
Parliamentary Elections: Advantage, Nation Alliance
TURKEY · In Brief · 11 Apr 2023
Do you believe in fate? Personally, I’m on the fence about her, because I feel my life has been more of a “random walk” then guided by a divine power. Yet, if such a force were to exist, I’d say it is carrying Kemal Kilicdaroglu (KK) and the Nation Alliance (NA) to power. With no major changes in...
Maduro’s tolling agreement proposal: a non-event
VENEZUELA · In Brief · 11 Apr 2023
On March 30, 2022, the Maduro government announced it suspended the statute of limitations on bonds issued by the sovereign and Pdvsa for five years or until the US government lifts economic sanctions that prevent a debt restructuring, whatever happens first. This initiative stems from the “perpl...
Lula and Haddad travel to China today, the fiscal framework should be submitted to Congress along with the LDO this week, and Justice Ricardo Lewandowski retires today
BRAZIL POLITICS · Report · 11 Apr 2023
Haddad had a meeting with Chief of Staff Rui Costa yesterday to review the micro details of the LDO and the new fiscal framework. Yesterday, Lula praised the proposed fiscal framework and said he was certain the text would be approved by Congress. Fernando Haddad is traveling to China with Lula. ...
Polls show the country remains polarized and other weekly topics
BRAZIL POLITICS · Report · 10 Apr 2023
Today, April 10, the government reviews President Lula's first 100 days in office and announces new measures in a ceremony at the Planalto Palace. The new fiscal framework will be submitted to Congress, as well as measures aimed at increasing revenue and the Budget Guidelines Law (LDO). Lula trav...
A Framework That Falls Short of Resolving the Fiscal Problem
BRAZIL ECONOMICS · Report · 10 Apr 2023
Given the need to reduce the public debt, the only fiscal framework that makes sense is one that assures reaching of sufficiently high primary surpluses to achieve that goal. Unfortunately, the government’s proposal fails in this task. The arithmetic of the new framework seems impeccable. After a...
Today is Lula’s 100th day as president, the government should submit the new fiscal framework to Congress this week, and Lula travels to China tomorrow morning
BRAZIL POLITICS · Report · 10 Apr 2023
Today, April 10, the government reviews Lula's first 100 days as president and announces new measures in a ceremony at the Planalto Palace. This week, the government will submit to Congress the complementary bill that deals with the new fiscal framework. The matter will be accompanied by a set of...
The federal budget surplus narrows in 3M23 as revenues exceed expenditures in March
RUSSIA ECONOMICS · In Brief · 10 Apr 2023
The Finance Ministry reported that in 3M23, the federal budget deficit narrowed compared to 2M22 and accounted for R2.4trln (versus R2.6trln a month ago). It means the budget was in surplus of about R200bn in March alone. Tax collection improved last month as the government collected R688bn of th...
Policy mistakes and a severe draught worsen economic projections
ARGENTINA · Forecast · 10 Apr 2023
The trends of the main indicators of the economy for 2023 and the projections under a best-case scenario in 2024 and 2025 continue to be those described in our January 10, 2023 forecast. However, as we expected, the government has made no progress in reducing fiscal imbalances or relative price d...
China’s softer tech regulation
CHINA ADVISORY · Report · 10 Apr 2023
Noises have been coming out of Beijing suggesting a softer tone toward the technology industry three years after the crackdown that caused share prices to plummet and companies to lose revenue. I would argue that things have changed around the margins but the underlying dynamics of Party power re...
A fateful day in politics
TURKEY · Report · 09 Apr 2023
This week’s political essays are rather brief, because the main event of the week, the negotiations over merging candidate lists were yet to be completed, as we finalized these lines (as of 5 pm, Istanbul time). While all three political alliances have submitted their preliminary lists, these can...
Russia wants a new world order and threatens to end the Grain Deal
RUSSIA / FSU POLITICS · In Brief · 08 Apr 2023
On April 7 the Russian Foreign Minister said peace negotiations on Ukraine must encompass a new world order. Sergei Lavrov was speaking in Turkey to the Turkish Foreign Minister. Russia said it will end the Black Sea Grain Initiative (BSGI) if barriers on Russian grain and fertilizers are not loo...
Putin said he is ready for talks
RUSSIA / FSU POLITICS · In Brief · 07 Apr 2023
The Russian President's spokesman said he is willing to negotiate peace in Ukraine. Ukraine said that it will not negotiate, and the only way to end the war is for Russia to withdraw unconditionally. The President of France was in China on April 6. However, he said that China will not act as a m...
Azerbaijan expels 4 Iranian diplomats amid assassination claims
RUSSIA / FSU POLITICS · In Brief · 07 Apr 2023
On April 6 Azerbaijan made the move. It has accused the diplomats of spying and gave them 48 hours to leave. Azerbaijan arrested 6 of its own citizens that day and said that they had conspired to overthrow the government and establish a theocracy. Iran is a shariat state whereas Azerbaijan is sec...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 07 Apr 2023
Mar 24 SOCAR: The Azerbaijani company has started the transit of Kazakh oil from Tengiz via the Baku-Tbilisi-Ceyhan (BTC). The framework agreement between SOCAR and KMG assumes the transit of 1.5 mln tons of oil per year Mar 27 Government: Kazakhstan from April 1, 2023, introduces mandatory regis...
LatAm Webinar Replay: Reforms Galore - Brazil, Chile, Colombia, Mexico
BRAZIL ECONOMICS · Report · 06 Apr 2023
Visit our calendar page to watch the replay of our webinar featuring Affonso Pastore, Robert Funk, Juan Carlos Echeverry and Mauricio Gonzalez discussing how proposed reforms to pension systems, fiscal rules, and tax policies are likely to impact Latin America's largest markets in an event moder...