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Events
Databanks
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Argentina databank Nov 7 -
Brazil Economics databank Nov 15
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Central America databank Oct 31
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Chile databank Oct 23
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China databank Mar 21
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Colombia databank Nov 6
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Dominican Republic databank Nov 20
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Ecuador databank Oct 23
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Gulf Countries databank Nov 22
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Hungary databank Nov 21
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India databank Nov 26
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Mexico databank Nov 15
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Panama databank Sep 11
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Peru databank Oct 15
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Philippines databank Nov 8
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Russia Economics databank Nov 13
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South Africa databank Nov 1
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Turkey databank Sep 18
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Ukraine databank Nov 12
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Venezuela databank Nov 5
NEWS FLASH
UPCOMING WEBINAR - LATIN AMERICA IN 2025: HOW WORRIED SHOULD WE BE?...
COUNTRY INSIGHTS
Ready for another five years with the Chief?
TURKEY · In Brief · 28 May 2023 · 1 response
This is the first of several Market Briefs I shall be posting regarding Turkey’s historic election. It is brief and mostly aims at dispensing with the formality of notifying our audience about the results. There are three major uncertainties, which I need to resolve in the coming days in order to...
Ukrainian attacks
RUSSIA / FSU POLITICS · In Brief · 28 May 2023
On May 27 drones hit an oil pipeline's admin block near Pskov, Russia. This was announced by he local governor. It is believed that the real prospect was a pumping station It is rumored that there was an attack on an oil refinery. There are ever more Ukrainian drone attacks. However, they are doi...
Russian city hit by drones
RUSSIA / FSU POLITICS · In Brief · 27 May 2023
On May 26 Krasnodar was attacked by two drones. This city is the deepest in Russia that Ukraine has attacked. It is 300 km from the border. The Governor of the Region made a statement saying that both drones had crashed and that there were no casualties. It was reported that a Ukrainian drone was...
Who is the bull, and who the matador?
COLOMBIA · Report · 26 May 2023
Most political and technical observers of Congress found the approval of the president’s healthcare reform initiative in the first committee of the House of Representatives disconcerting. The key political parties had expressed deep objections, and initially claimed they’d refuse to support it. B...
Que sera, sera (whatever will be, will be)
TURKEY · Report · 26 May 2023
The politics author shares his latest take on the potential outcome of this Sunday’s runoff, the econ author takes a quick look at the latest reserve developments, among a few other things, and our cosmic strategist shares some thoughts on the ever-growing pressures in the currency market. Ple...
The role of the US dollar in anchoring the global trading system
CHINA FINANCIAL · Report · 26 May 2023
Special points to highlight in this issue: * Trade, inflation, retail sales and industrial production data all pointed in the same way in April. China’s much-anticipated “consumption revival” still hasn’t started. All the data suggest that Chinese household income isn’t rising fast enough to ...
The CPMI on the January 8 attacks was installed, the government is working toward preventing the Environment Ministry from losing many of its responsibilities, and the House approved the urgent status of the bill on the demarcation of indigenous lands
BRAZIL POLITICS · Report · 26 May 2023
The Joint Parliamentary Committee of Inquiry (CPMI) on the January 8 attacks was finally installed yesterday. The president of the committee will be Deputy Arthur Maia (União-BA), and the rapporteur will be Senator Elizabeth Gamma (PSD-MA). A number of responsibilities of the Ministry of the Envi...
GULF WEEKLY: Saudi warns oil short sellers, S&P expects a balanced Dubai budget, record demand for Adnoc Logistics IPO
GULF COUNTRIES · Report · 26 May 2023
A skimmable summary overlaid with our analysis and links. Headlines: * The Saudi oil minister warned short sellers as bearish bets on oil reached the highest in over a decade. * Flights resumed between Qatar and Bahrain, and their frequency will increase to at least 6 daily. * $8bn in financ...
Better than expected Q1 GDP does not (yet) override projected stagnation
ARGENTINA · Report · 26 May 2023
The publication of March's economic activity index (EMAE) allows us to calculate a close proxy of the GDP data that will be officially published on June 22. EMAE´s 1.5% y/y growth, taking the 3-month moving average, suggests a significantly better result for Q1 2023 growth than the -0.7% y/y expe...
A unanimous decision to hike interest rates by 50 bps by the SA Reserve Bank as the rand remains weak
SOUTH AFRICA · Report · 25 May 2023
The South African Reserve Bank (SARB) has once again announced that it is hiking the benchmark interest rate, by 50 basis points—the second of this magnitude after it had slowed its rate of increase to 25 bps in January 2023. This was following this week’s conclusion of its Monetary Policy Commit...
Budget deficit widens in April amid amendments and weak tax revenue flow
KAZAKHSTAN · In Brief · 25 May 2023
In 4M23, the deficit of the republican budget reached KZT1.355 trln amid accelerated growth of expenditures. In 1Q23, this deficit accounted for KZT0.830 trln. Once again, the government amended the 2023 republican budget and increased its spending from KZT20.6 trln to KZT21.6 trln. This amount d...
Russia to deploy nukes in Belarus
RUSSIA / FSU POLITICS · In Brief · 25 May 2023
On May 25 Belarus signed an agreement about Russian nuclear weapons being stationed in Belarus. The Russian news agency TASS reported this. Russia shall still control its non-strategic nuclear arms in Belarus. The Russian Defense Minister was in Belarus to sign the agreement with his Belarusian c...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 25 May 2023
After some appreciation at the beginning of May, the ruble returned to the R/$80 area. The uncertainty remains high, and the recent package of sanctions confirmed that pressure on Russia will continue to increase. Many investors believe new restrictions on the financial sector and the “unfriendly...
The Central Bank announces the possibility of adopting measures to revitalize the economy in the near future
DOMINICAN REPUBLIC · In Brief · 25 May 2023
In a conference at the Association of Industries of the Northern Region, the Governor of the Central Bank indicated that it is highly probable that inflation will enter the target range of 4% ± 1% at the end of this same month of May, before what was planned. According to Héctor Valdez Albizu, "t...
Sailing into the unknown
CHILE · Report · 25 May 2023
The Monthly Index of Economic Activity (IMACEC) for March confirms the ongoing decline in consumption, and stagnation in economic activity. National accounts figures for Q1 2023 highlight the weakness of consumption in a context of high inflation, elevated interest rates and weak consumer confide...