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Events
Databanks
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Argentina databank May 19 -
Brazil Economics databank May 19
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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 May 21
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Ecuador databank May 23
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Gulf Countries databank May 23
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Hungary databank May 20
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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
The first presidential debate of the runoff round was held yesterday, the Special Committee of the STF on the ICMS on fuels will meet on Wednesday, and the STF will resume judgment of ADO No. 59
BRAZIL POLITICS · Report · 17 Oct 2022
During the debate, it was very clear that the pandemic is an uncomfortable topic for Jair Bolsonaro, just as corruption is for former President Lula. Lula did well in the first block. In the other two, Bolsonaro did better. On Wednesday, October 19, the Special Committee that debates the collecti...
Russia has lost 90,000 soldiers - reports
RUSSIA / FSU POLITICS · In Brief · 16 Oct 2022
On October 12 a Russian independent media project called iStories reported that 90,000 Russian soldiers have been killed, wounded, captured or gone missing in Ukraine in 2022. iStories said that Kremlin sources provided this information. In some cases wounds will be slight, and soldiers are compl...
Thus Spoke Zarathustra
TURKEY · Report · 16 Oct 2022
The AKP-MHP controlled Grand Assembly kicked off the winter session with a comprehensive media censorship bill, which aims to intimidate opposition voters and get rid of all content unpleasant for the regime. While we strongly protest the law and agree with the consensus that it may hurt the oppo...
Difficult CIS summit for Russia, CSTO role examined
RUSSIA / FSU POLITICS · In Brief · 16 Oct 2022
On October 14, the CIS leaders’ summit started in Kazakhstan. It proved to be a testing summit for Russia, mainly on account of regional questions around security and hierarchies. Also within the CIS are the six nations that make up the Collective Security Treaty Organization. The CSTO alliance i...
First Russian draftees killed in Ukraine
RUSSIA / FSU POLITICS · In Brief · 15 Oct 2022
On October 14 it was reported that some of those conscripted in September 2022 were killed 10 days after mobilization. Some of those drafted have been lawyers which is unusual. Those drafted are usually working class. Very few Muscovites have been drafted. Draftees are often from impoverished reg...
September’s CPI comes in above expectations
ISRAEL · In Brief · 14 Oct 2022
September’s CPI comes in above expectations Inflation in September increased by 0.2% m/m (expectations were for 0.1% while some local forecasters were expecting zero) and 4.6% y/y (similar to last month). Core inflation increased by 4.7% y/y in the past three months. Housing rental prices (OER) i...
GULF WEEKLY: GCC votes against annexation, oil demand revised down, Iraq picks president
GULF COUNTRIES · Report · 14 Oct 2022
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC, IEA and EIA all revised down 2023 demand growth, and oil softened from last week’s surge. * Our analysis of the updated OPEC supply projections implies relatively flat quotas in 2023. * The US had offered to set a $...
Bolsonaro will be in Minas Gerais and Rio, Lula will be in Pernambuco, and the first presidential debate will be held on Sunday
BRAZIL POLITICS · Report · 14 Oct 2022
Bolsonaro will participate in a parade in Duque de Caxias (RJ) in the morning. In the afternoon, he will meet with the mayors of the state of Minas and the re-elected governor of Minas, Romeu Zema (Novo), in Belo Horizonte. Lula (PT) is still in the Northeast. He will be in Pernambuco today, wher...
NATO providing air defense to Ukraine
RUSSIA / FSU POLITICS · In Brief · 14 Oct 2022
On October 13 it was reported that US and its allies are rapidly giving air defense systems to Ukraine. The recent spate of Russian missile attacks has prompted this. The attacks killed 20 Ukrainian civilians and damaged infrastructure. Ukraine claimed to have shot down almost half of the Russian...
The MNB took action to stabilise the forint this morning
HUNGARY · In Brief · 14 Oct 2022
The Monetary Council announced early this morning a series of actions, with a view to stabilising the forint after a 6% slide against the euro since the Council's previous communications on September 27. The following measures were announced, with immediate effect: - The Bank's O/N credit rate wa...
Xi Jinping’s tough choices in the chip wars
CHINA ADVISORY · Report · 14 Oct 2022
I was very interested to read opposing analyses of the impact of the new U.S. policy toward the export of semiconductor and artificial intelligence technology to China — both from former Department of Defense analysts. One was from Gregory Allen, a CSIS analyst, and former Director of Strategy an...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 14 Oct 2022
Sep 30 S&P: The agency has upgraded the long-term ratings of KazTransOil from "BB" to "BB+" Oct 3 Bureau of National Statistics: CPI in Kazakhstan in September 2022 grew 1.8% m-o-m and 17.7% y-o-y Oct 4 National bank: The regulator postponed the date of the announcement of the decision on the bas...
Russian Governor of Kherson asks for civilians to be evacuated
RUSSIA / FSU POLITICS · In Brief · 13 Oct 2022
On October 13 the Moscow-appointed official said he needs help moving civilians out as the Ukrainian Army is advancing. He said this on his Telegram channel, which suggests rising desperation. Vladimir Saldo complained about Ukrainian missile strikes. The Russian Army is fighting in Kherson. Ther...
Over the holiday Lula went to the Southeast and Northeast while Bolsonaro stayed in the Southeast, the latest poll shows signs of a stable electoral scenario, and the STJ will decide whether to suspend Alagoas Governor Paulo Dantas
BRAZIL POLITICS · Report · 13 Oct 2022
Former President Lula was in Rio de Janeiro alongside Eduardo Paes. Then, he went to Salvador, Bahia. The PT's candidate Jerônimo Rodrigues is in the runoff round against ACM Neto (União Brasil) in the gubernatorial election in Bahia. Jair Bolsonaro went to Minas Gerais, where he participated in ...
The budget was in surplus in 9M22, but turning into a deficit in 2022 as a whole amid soaring expenditures
RUSSIA ECONOMICS · In Brief · 12 Oct 2022
The Ministry of Finance reported that the federal budget posted a small surplus in 9M22 (around R55 bn). However, an expected deficit in 4Q will significantly overlap this surplus as expenditures are to soar. According to the initial budget version, the government planned to spend R23.7trln, whil...