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 Apr 30 -
Brazil Economics databank Apr 14
-
Central America databank May 1
-
Chile databank Apr 7
-
China databank Mar 21
-
Colombia databank Apr 28
-
Dominican Republic databank Apr 28
-
Ecuador databank Apr 22
-
Gulf Countries databank May 2
-
Hungary databank Apr 22
-
India databank Apr 28
-
Mexico databank Mar 25
-
Panama databank Jan 28
-
Peru databank Apr 28
-
Philippines databank Apr 8
-
Poland databank Apr 29
-
Russia Economics databank Apr 11
-
South Africa databank May 6
-
Turkey databank Apr 24
-
Ukraine databank Mar 6
-
Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Trade boosts current account balance in the third quarter of 2020
SOUTH AFRICA · Report · 11 Dec 2020
South Africa’s (SA) current account recorded a surplus of R297.5bn or 5.9% of gross domestic product (GDP) in the three months ending September 2020. In Q2-2020, the figure was a deficit of R123.7bn or -2.9% (revised from -R104.bn or -2.4%) of GDP. This implies that for the first 9 months of 2020...
Evergrande and China’s Property Bubble
CHINA ADVISORY · Report · 11 Dec 2020
Rising debt at one of China’s largest developers, Evergrande, has led to concerns that China’s property market may be on the verge of collapse. Evergrande has approximately US$120 billion in debt and may have trouble raising financing. The issue, though, is not just the cash position of Evergrand...
Public spending and prices spiked in November
VENEZUELA · Report · 11 Dec 2020
After a surprising slowdown in October, inflation returned with a vengeance in November. Consumer prices rose by 62 percent month-on-month, compared with 21 percent in October. The spike was driven by public spending, which tripled in November compared with October. We expect that momentum from ...
Latam Outlook 2021 – Post-pandemic prospects – Brazil, Chile, Colombia and Mexico
BRAZIL ECONOMICS · Report · 11 Dec 2020
Our live webinar features Affonso Pastore, Igal Magendzo, Juan Carlos Echeverry and Mauricio Gonzalez as they discuss their countries’ fiscal, macro and political prospects for the coming year. This webinar was moderated by Drausio Giacomelli, Research Head, Emerging Markets, Deutsche Bank.
EU-US sanctions: This is not a “one and done” shock!
TURKEY · In Brief · 11 Dec 2020
EU leaders will impose ultra-light sanction on Turkish entities for East Med gas drilling and uncooperative behavior in the Cyprus conflict. Numerous news agencies report that as a final favor to his pal Erdogan, Mr. Trump will unilaterally announce sanctions against Turkish bureaucrats for the p...
Prime rate unchanged at 6% amid inflation speed-up
UKRAINE · In Brief · 11 Dec 2020
As expected, consumer inflation accelerated to 1.3% m/m (+3.8% y/y) in November from +1.0% m/m (+2.6% y/y) in the prior month. The tendency was named as the main reason for the NBU Board to leave prime rate unchanged at 6%. The NBU hopes for resumption of the IMF cooperation and keeps reservation...
EU prolongs sanctions on Russia
RUSSIA / FSU POLITICS · In Brief · 11 Dec 2020
On December 10 the EU announced that sanctions against Russia shall continue until June 2021 at least. The sanctions are to penalise Russia for the Ukraine Conflict. The sanctions are against sectors such as the oil industry.The Minsk Accords signed in 2015 were supposed to end the conflict. The ...
President Luis Abinader announces the development of the Comprehensive Institutional Reform Plan.
DOMINICAN REPUBLIC · In Brief · 10 Dec 2020
The Plan, launched within the context of the celebration of the International Day against Corruption, includes the following actions: 1. Creation of a single portal for transparency of government activity with unlimited access. 2. Regulation of the Public Administration’s advertising. 3. Review a...
White smoke has risen in Brussels
HUNGARY · In Brief · 10 Dec 2020
The ongoing EU Council meeting has completed the discussion of the conditionality mechanism today. The agreement between the German Presidency and Hungary / Poland has been approved, and so Hungary and Poland have given up their veto on the EU fiscal package. In addition to what we have said on t...
Holland kicks out 2 Russian diplomats as spies
RUSSIA / FSU POLITICS · In Brief · 10 Dec 2020
On December 10 the Dutch said the two Russian had been declared personae non gratae for spying on the hi tech industries. The two expellees are said to be members of the SVR (External Intelligence Service). They were diplomats in the Hague.AIVD (Dutch intelligence) said the SVR had developed a ne...
KUWAIT: New parliament seems more oppositional, but will pass debt law
GULF COUNTRIES · Report · 10 Dec 2020
* It was a rare achievement for the outgoing parliament to complete a four-year term. * The newly elected parliament looks more oppositional, although many new MPs are relative unknowns, given a 62% turnover. * The picture should become clearer in the upcoming vote for a speaker on December 15....
Hungary and Poland are giving up their fiscal veto; great news but be careful for now
HUNGARY · In Brief · 09 Dec 2020
Today's obviously great news was the announcement of an agreement between the EU's German Presidency and Hungary / Poland on the latter two members' intended fiscal veto. The two governments are prepared to give up their intention to veto the EU's fiscal package, in exchange for three concessions...
Russian bans tomatoes from Azerbaijan
RUSSIA / FSU POLITICS · In Brief · 09 Dec 2020
On December 9 Moscow announced that from December 10 Azerbaijan tomatoes cannot be imported. The ostensible reason is that they are contaminated with substances that are injurious to human health The ulterior motive might be to penalize Azerbaijan for inviting in Turkish troops.Over 30% of tomato...
Inflation remains elevated
RUSSIA ECONOMICS · In Brief · 09 Dec 2020
Inflation during the first week of October was at 0.2% w-o-w. Inflation remains elevated starting from November and will stay high in the weeks ahead. It looks as though budgetary spending, which remained moderate in 10M20 (the government spent around 86% of the initial, pre-pandemic, budget duri...
South Africa registers impressive Q3 GDP growth: a reason to celebrate or an economy wrestling with headwinds?
SOUTH AFRICA · Report · 09 Dec 2020
South Africa (SA) has exited its longest recession in more than two decades, registering 66.1% q/q GDP growth in annualized terms (non-annualized: 13.5%). This, after contracting by 51.7% in the second quarter (non-annualized: 16.4%). A year-on-year comparison shows a contraction of 6%, better th...