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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
South Africa's Week of Insurrection, Crime Against the State, Instability and Massive Destruction of Economic Infrastructure
SOUTH AFRICA · In Brief · 17 Jul 2021 · 1 response
What began as an unexpected outbreak of violence and looting at the beginning of this week is now officially classified as "a failed insurrection", coordinated by a network of political leaders and their associates in the national security structures of the country. On the face of it, the outbrea...
Coronavirus in Russia worse than ever
RUSSIA / FSU POLITICS · In Brief · 17 Jul 2021
On July 16 Russia suffered 799 coronavirus deaths. That is the highest ever figure. The trajectory is ever upwards. The official figure is 270,000 deaths thus far. The situation is so bad that the government has stopped publishing a daily update on the number of active cases. The reason given is ...
Bolsonaro is in stable condition and does not require surgery, the LDO was approved and Congress enters a formal recess on July 18, and a number of matters will be put on hold
BRAZIL POLITICS · Report · 16 Jul 2021
The electoral fund approved in the LDO is about three times the amount approved in 2019/2020. The Pandemic CPI will be put on hold during the recess. The truckers' digital transport document was approved in the House yesterday.
GULF WEEKLY: OPEC+ compromise pending, Sultan visits Saudi, Fitch stabilizes Saudi outlook
GULF COUNTRIES · Report · 16 Jul 2021
A skimmable summary overlaid with our analysis and links. Headlines: * The UAE is willing to support an OPEC+ extension to end-2022 in return for a 0.5m b/d hike in its baseline. * JCPOA talks appear to be stalled until at least mid-August. * Coronavirus rates are improving in Kuwait and Oma...
Inflation in June: no surprises this time; core inflation remains low
ISRAEL · In Brief · 16 Jul 2021
June’s CPI came in at 0.1% m/m and 1.7% y/y (up from 1.5% last month), in line with domestic forecasters (and our forecast), although Bloomberg had zero m/m as the consensus. Core inflation (the CPI excluding energy and fresh produce) reached 1.2% y/y (up from 1.0% last month). As expected, the h...
Russia building icebreakers for the Arctic
RUSSIA / FSU POLITICS · In Brief · 15 Jul 2021
Shipyards in St Petersburg are building four nuclear powered icebreakers. Russia wants to assert its control over the Arctic. Global warming has meant that more of that ocean is navigable for more of the year than ever. Moscow hopes that it might even become navigable year round with icebreakers....
Bolsonaro was taken to São Paulo for treatment due to abdominal pain, the Pandemic CPI was extended for an additional 90 days, and the LDO is put to a vote in the Joint Budget Committee, the House and the Senate
BRAZIL POLITICS · Report · 15 Jul 2021
If President Bolsonaro eventually requires surgery, Vice President Mourão will return from his trip to Angola to take over the presidency. Cristiano Carvalho, attorney of Davati Medical Supply in Brazil, testifies in the CPI. Yesterday, the House approved a bill that prohibits evictions until the...
Breakthrough with judicial reform: parliament approves reboot of the High Council of Justice
UKRAINE · In Brief · 15 Jul 2021
We are witnessing a real breakthrough with judicial reform. We wrote previously that on June 29th parliament gave green light for reload of the High Qualification Commission of Justice (HQCJ) with dominating role of international experts in selection of the HQCJ members. The HQCJ is like an HR de...
Bolsonaro is taken to the hospital due to abdominal pain, the income tax bill should be put to a vote in the House in August, and Francisco Emerson Maximiano and Emanuela Medrades testify in the Pandemic CPI
BRAZIL POLITICS · Report · 14 Jul 2021
The changes to the income tax bill proposed by Deputy Celso Sabino were well received in Congress. The bill that deals with the spending ceiling for public servants’ salaries returns to the Senate after being edited in the House. The Senate may vote on the bill that reinstates free TV and radio t...
MPC: No surprises, unsurprisingly
TURKEY · Report · 14 Jul 2021
The Monetary Policy Committee (MPC) left the policy rate (one-week repo) unchanged at 19%, as expected. There is no material change in the new statement, as regards the key paragraphs on inflation and monetary policy outlook.
From US inflation to Philippine monetary policy
PHILIPPINES · In Brief · 14 Jul 2021
For months now, global markets have been fretting about rising US inflation with anxieties running higher following upside surprises in the headline rate and news after the Fed’s June policy meeting that its next interest rate increase may come in 2023, a year ahead of what was earlier signaled. ...
Nord Stream 2 will be completed in summer 2021
RUSSIA / FSU POLITICS · In Brief · 14 Jul 2021
The head of Nord Stream 2 AG which is building the gas pipeline said that the project will finish in August 2021. The pipeline meets the licensing requirement. It should be functioning by the end of 2021.The pipeline is due to increase Russian gas supplies to Germany by 100%. Other Western Europe...
India to make 300 million doses of the Russian vaccine
RUSSIA / FSU POLITICS · In Brief · 14 Jul 2021
On July 13 Moscow announced a deal with Serum Institute to make Sputnik V. The first doses will produced in September 2021. The Russian Direct Investment Fund is behind Sputnik V. Russia is delighted with the uptake of Sputnik V seeing it as a soft power victory. It is also a financial gain. Sell...
New land market, seesawing IMF relations and inflation-driven recovery
UKRAINE · Report · 13 Jul 2021
The launch, at long last, of a farmland market in Ukraine was probably the most remarkable event of the past month. The law was passed a year ago but has only now come into effect. Many political players have been trying to derail this reform, and Ukrainians were never certain that the market wou...
Macroeconomic policy remains “defensive”
RUSSIA ECONOMICS · In Brief · 13 Jul 2021
The Russian Central bank reported that the country’s foreign debt reached $471.4 bn as of July 1. It was slightly up from $467.4 bn six months ago. Compared with July 1, 2020, foreign debt decreased as it accounted for $483.4 bn back then. Note that as of April 1, 2021, 26.6% of Russia’s foreign ...