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Events
Databanks
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Argentina databank Apr 15 -
Brazil Economics databank Apr 14
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Central America databank Mar 31
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank Apr 28
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Dominican Republic databank Apr 28
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Ecuador databank Apr 22
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Gulf Countries databank Apr 25
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank Mar 25
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Panama databank Jan 28
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Peru databank Apr 28
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Philippines databank Apr 8
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Poland databank Feb 26
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Russia Economics databank Apr 11
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South Africa databank Apr 7
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Turkey databank Apr 24
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Ukraine databank Mar 6
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Venezuela databank Apr 24
NEWS FLASH
LIVE WEBINAR TODAY: CHINA’S OUTLOOK IN THE TIME OF TRADE WARS...
COUNTRY INSIGHTS
Slide Presentation: South Africa - Outlook from the world stage
SOUTH AFRICA · Report · 20 Sep 2023
Get insight into how South Africa's international and domestic politics affect its macroeconomic outlook with the presentation from our webinar, "South Africa - Outlook from the world stage".
Demand for labor increases slightly + low housing inventory supports rental price inflation
ISRAEL · In Brief · 20 Sep 2023
Demand for new workers (job vacancies) increased slightly in August by 1% m/m to 119k) following a steady decline since July 2022 (151k). This is the first reversal (albeit modest) in the downward demand for new workers, and this supports our assessment that growth remains fairly steady and the l...
Azerbaijan: Central bank keeps policy rate unchanged at 9.0 percent, maintains slightly dovish message
CAUCASUS / CENTRAL ASIA · In Brief · 20 Sep 2023
The Central Bank of Azerbaijan kept the policy rate constant at 9.0 percent on Sep 20th. There was little uncertainty about this decision given the broader message that the central bank has been sending to markets in recent months. While it had signaled the end of the rate-hiking cycle already at...
Azerbaijan attacks Armenian-held territory
RUSSIA / FSU POLITICS · In Brief · 19 Sep 2023
On September 19 Azerbaijan confirmed its operation to retake Nagorno-Karabakh. The region is legally Azerbaijani but has been held by Armenia since 1991. There were loud explosions in Armenian-held Nagorno-Karabakh. Azerbaijan says it is using high precision weapons saying it is an anti-terroris...
The diplomatic crisis between the Dominican Republic and Haiti persists.
DOMINICAN REPUBLIC · In Brief · 19 Sep 2023
It has now been one week since the onset of the diplomatic conflict between the Dominican Republic and Haiti. On Monday, September 11, 2023, the Dominican Government made the decision to close the land border with Haiti at the Dajabón pass. They formally requested the Government of Haiti to halt ...
Arthur Lira confirms that the government should receive more support in Congress, Pacheco says Brazil is fortunate to have a President who cares about the environment, and the Copom meets today to discuss the interest rate
BRAZIL POLITICS · Report · 19 Sep 2023
The president of the House, Arthur Lira (PP-AL), said that he trusts in a calm coalition and that the government can have a base of between 340 and 350 votes. In other words, this is a positive message for the Planalto Palace that the Ministerial Reform can improve the relationship between the Ex...
Economics: The 2024 budget proposal offers the same administration formula, although holes are increasingly apparent in the gov’t approach
MEXICO · Report · 19 Sep 2023
Earlier this month, as President López Obrador approaches his final year in office, his administration sent Congress a 2024 budget package that was very much true to the tenor of its four previous iterations. It served up the same combination of austerity in many areas of public administration an...
Armenia: Yerevan City Council elections point to rising Armenia risk premium amid already challenging NK backdrop
CAUCASUS / CENTRAL ASIA · In Brief · 19 Sep 2023
The Sep 17th Citi Council elections signify a considerable loss for the ruling Civil Contract Party. The elections for the Yerevan City Council are in essence a competition for choosing the mayor of Yerevan for the next 5 years. The new 65-seat Council is due to take office on October 10 and mayo...
The last rate hold decision was unanimous, despite concern regarding shekel depreciation
ISRAEL · In Brief · 19 Sep 2023
The last rate hold decision was unanimous but shekel depreciation is worrisome for the MPC. In the protocol of the decision: “the depreciation of the shekel continues to be a significant factor delaying the convergence of the inflation rate back to the target, the shekel depreciation in recent mo...
The surprising results of the 2023 Census and their implications for public policy
PANAMA · Report · 18 Sep 2023
Considering the latest census data, significant demographic trends are emerging in Panama, carrying implications for public policy. The population is exhibiting higher levels of education and is also aging. Women have progressed in terms of their socioeconomic condition, and there is a growing re...
The end of the CPIs favors the government and other weekly topics
BRAZIL POLITICS · Report · 18 Sep 2023
President Lula will give the opening speech at the UN General Assembly in New York. On Thursday, September 21, the deadline for sanctioning the CARF project ends. In the Supreme Federal Court (STF), the justices resume adjudication of the demarcation of indigenous lands. The Monetary Policy Commi...
Politics: The administration’s political use of public spending and its implications both today and for the next government
MEXICO · Report · 18 Sep 2023
The structure and distribution of the 2024 expenditure budget confirms a longstanding tradition of governments in Mexico and elsewhere of spending heavily for electoral purposes in the run-up to a major election year. The President's political priorities are perfectly expressed in the distributi...
Mixed feelings caused by the July BOP data, once again
HUNGARY · In Brief · 18 Sep 2023
The preliminary July BOP data has been reported. To make it user-friendly, we are presenting below a table with the key items in ratio-to-GDP terms below, for the first seven months of 2022 and 2023, and also for H1 2023. This format should allow the reader to see what important changes have take...
Fiscal Expansion and the Monetary Policy Error of 2019
BRAZIL ECONOMICS · Report · 18 Sep 2023
With the unemployment rate below 8% and strong expansion of household consumption, Brazil’s economy can only be classified as heated. But in light of the looming difficulties of meeting the primary result target for 2024, the government wants to maintain GDP growth, with a corresponding increase ...
President Lula will speak at the opening of the UN General Assembly tomorrow, the STF will resume adjudication of the demarcation of indigenous lands, and the Central Bank is expected to reduce the basic interest rate to 12.75%
BRAZIL POLITICS · Report · 18 Sep 2023
On Tuesday, September 19, President Lula (PT) will deliver the opening speech of the UN General Assembly, in New York. The next day, he is expected to meet with the President of the United States, Joe Biden. On Wednesday, September 20, the Supreme Federal Court (STF) will resume adjudication of t...