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Events
Databanks
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Argentina databank May 13
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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 9
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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
COUNTRY INSIGHTS
STF may resume discussion on arrest after a second instance conviction and other weekly topics
BRAZIL POLITICS · Report · 09 Apr 2018
Once again, eyes are on the STF, which could resume discussions on imprisonment after conviction in a second instance. Michel Temer may conclude changes to his ministerial team. While he is in Peru, for the Summit of the Americas, the Presidency will be held by STF President Cármen Lúcia. An Ipso...
Economics: The economics of electoral preferences
MEXICO · Report · 09 Apr 2018
Although the economy is one of the two main areas of policy voters are most concerned about (the other being security), the various candidates have failed so far to offer the sort of precise economic policy proposals that might sway the considerable percentage of voters who remain uncommitted. Th...
Politics: A demographic look at the race
MEXICO · Report · 09 Apr 2018 · 1 response
The presidential contest is now in full swing, with the three major contenders and a single independent anxious to consolidate support in key constituencies and woo voters away from their rivals. They all begin with high levels of name recognition, but none of them are viewed positively by most o...
The Evolution of the fiscal picture
BRAZIL ECONOMICS · Report · 09 Apr 2018
The central government’s primary result has improved markedly in the past few months, with the deficit going from 3.2% of GDP in October to 1.6% of GDP in February. However, virtually all the improvement in that span was based on non-recurring revenues, while the recurring primary result continue...
Modest shekel weakening will push inflation higher in April
ISRAEL · Report · 09 Apr 2018
Average wages are accelerating, which is supportive of some inflationary pressure. The shekel has weakened by 3.3% YTD (against the basket) as some Israeli institutions are increasing their FX exposure. We currently expect inflation to increase by 0.9% cumulatively in the next three months (in pa...
Fidesz has narrowly won back constitutional majority
HUNGARY · In Brief · 08 Apr 2018
At today's parliamentary election, Fidesz has narrowly won back its previous two-third majority, providing it with the right to amend the constitution and high-power parliamentary acts. With 95% of all votes counted, Fidesz has 66.8% of all seats, followed by 13.1% held by the radical right-wing ...
At the doors of purgatory
TURKEY · Report · 08 Apr 2018
Defining moments in Turko-American relationship are approaching fast, as an evangelical protestant pastor, Mr. Brunson, lines up for trial, where a guilty sentence could seriously upset the Congress, and even the White House. The trial will come on the heels of the sentencing of convicted Iran sa...
Panama – Venezuela: a crescendo, on the eve of the Summit of the Americas
VENEZUELA · In Brief · 07 Apr 2018
The Panama – Venezuela crisis is part of a process that began last year. The crescendo comes just a week before the Summit of the Americas, scheduled on April 13-14 in Lima, Peru. In October 2017, the Panamanian government set visa requirements for Venezuelan citizens. Two months later, the Venez...
Six More Years
RUSSIA / FSU POLITICS · Report · 06 Apr 2018
Vladimir Putin won the presidential election with an overwhelming 77% of the vote and voter turnout of 67.5%. Although some of this may be a result of fraud, it is clear that the large majority of the votes were won because of popular support. Mr. Putin won in every single federal entity in the c...
Commercial and diplomatic relations between Venezuela and Panama in a lowest point in recent history
PANAMA · In Brief · 06 Apr 2018
Venezuela suspended several commercial and financial activities with Panama’s Government and a group of Panamanian companies as a measure to protect “their economic system”. The list includes President Juan Carlos Varela and all his Ministers, and Panama’s flag carrier Copa Airlines. On April 5th...
Temer’s popularity remains stable and the population begins to perceive economic recovery
BRAZIL POLITICS · Report · 05 Apr 2018
The CNI/Ibope poll released this Thursday, April 5, shows that the popularity of Michel Temer remains practically unchanged compared to the poll from December of last year. However, there has been an improvement of “regular” evaluations and a decrease in negative evaluations compared to September...
Consequences of the Supreme Court decision to reject Lula’s habeas corpus
BRAZIL POLITICS · Report · 05 Apr 2018
The Federal Supreme Court’s decision to reject Lula’s habeas corpus (HC) by 6 votes to 5 is an emblematic defeat for the former president and the PT. The result of the trial will have important political consequences.
A rate hike in May? (3)
PHILIPPINES · In Brief · 05 Apr 2018
Headline inflation climbed further to 4.3% in March (4.8% under the old series) from 3.8% in February and 3.4% in January. The latest inflation print is slightly above the midpoint of the BSP’s 3.8-4.6% forecast for the month and what most analysts expected. On a seasonally-adjusted basis, monthl...
Simple Fidesz majority is the most likely outcome on Sunday
HUNGARY · In Brief · 04 Apr 2018
Four days ahead of the parliamentary election, due on Sunday, a simple majority (between 50% and two-thirds of all mandates) won by the governing Fidesz-KDNP alliance seems to be the most likely, and also the most widely expected, outcome. Most recently, Fidesz, formerly seen as an easy winner of...
COSTA RICA: Carlos Alvarado elected President by a wide margin, but alliances should be necessary
CENTRAL AMERICA · Report · 04 Apr 2018
As explained in our Special Report of February 6, the general elections of February 4 decided the composition of Congress but not the Presidency. As no presidential candidate reached at least 40% of the valid vote, the first and second placed-finishers went to a second round on April 1. The date ...