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Events
Databanks
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Argentina databank Dec 1
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Brazil Economics databank Nov 17
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Central America databank Nov 26
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Chile databank Nov 28
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China databank Mar 21
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Colombia databank Dec 3
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Dominican Republic databank Nov 21
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Ecuador databank Nov 20
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Gulf Countries databank Dec 5
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Hungary databank Nov 24
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India databank Jun 26
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Mexico databank Oct 21
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Panama databank Nov 12
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Peru databank Nov 4
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Philippines databank Nov 7
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Poland databank Nov 3
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Russia Economics databank Nov 14
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South Africa databank Nov 3
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Turkey databank Oct 27
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Ukraine databank Nov 10
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Venezuela databank Dec 2
NEWS FLASH
UPCOMING WEBINAR - LATIN AMERICA IN 2026: INFLATION, POLICY AND POLITIC...
COUNTRY INSIGHTS
GDP grows for four consecutive quarters
SOUTH AFRICA · Report · 02 Dec 2025
The South African economy registered its fourth consecutive quarterly expansion during the third quarter of 2025, as real GDP increased by 0.5% q/q following another rise of 0.9% q/q in the second quarter. The recent growth momentum has been supported by a more stable electricity supply and impro...
Macroeconomic and geopolitical developments – Weekly report, December 2, 2025
ISRAEL · Report · 02 Dec 2025
This week in Israel was once again dominated by political developments. The government is pushing to pass the Draft Bill quickly to secure ultra-Orthodox support ahead of the planned November elections, yet resistance within the coalition and among the public continues to intensify. Prime Ministe...
A tale of two Islands. Will the cost of Melissa reach or exceed Jamaica’s entire GDP?
JAMAICA / BAHAMAS · Report · 02 Dec 2025
Since its independence, Jamaica has never faced a physical and financial challenge of the magnitude of Hurricane Melissa, and it will take time and unprecedented amounts of money to build back better as the damage may indeed ultimately be near the country’s entire GDP. The announcement by the com...
The PL party will hold an emergency meeting today to discuss Michelle Bolsonaro’s criticism of Ciro Gomes, the House discusses the Public Security PEC, and the Senate discusses the bill that taxes fintechs
BRAZIL POLITICS · Report · 02 Dec 2025
A new rift has emerged within the opposition. The Liberal Party (PL) is holding an emergency meeting this afternoon in Brasília to discuss Michelle Bolsonaro’s public criticism of the PL’s alliance with Ciro Gomes (PSDB). Hugo Motta (Republicanos–PB), President of the Lower House, stated that tod...
Israeli startup funding accelerates to $1.4bn in November, supporting sentiment for the shekel
ISRAEL · In Brief · 02 Dec 2025
In November 2025, Israeli startups raised approximately $1.4 billion, bringing total fundraising this year to $15 billion. Overall, in 2024, Israeli companies raised $11.6 billion, up 16.3% from $9.9 billion raised in 2023, and following $20 billion raised in 2022 and a record $34 billion raised ...
Economics: November economic news devoid of signs Mexico might see an upturn anytime soon
MEXICO · Report · 01 Dec 2025
Gross fixed investment and private consumption figures through August remain a major obstacle to any chance of an economic rebound through early 2026. At the same time, industrial activity remains on the skids, while 3Q GDP slipped two basis points. Weakness also remains apparent in services cons...
Politics: Changes at the Attorney General's Office, controversial rulings by the Supreme Court, and growing social protests
MEXICO · Report · 01 Dec 2025
A rift has appeared between Sheinbaum and newly elected Supreme Court justices perceived as favorable to the 4T. The judges’ intent was to eliminate a basic judicial principle that legal conflicts must have a definitive conclusion. Without this certainty, disputes would become endless. This woul...
The government-STF-Senate coalition is at risk and other weekly topics
BRAZIL POLITICS · Report · 01 Dec 2025
The first days of December mark the final stretch of the Legislative Branch’s agenda. Negotiations are intensifying around the Budget Guidelines Law, the 2026 Federal Budget, and revenue-raising measures. The Lower House may vote on a bill targeting persistent tax debtors. Jorge Messias, the appo...
A surprising Invamer poll rocks the political landscape
COLOMBIA · In Brief · 01 Dec 2025 · 1 response
After a long period without official polls due to a legal ban, Invamer published on Nov. 30th a surprising poll on the presidential election. The main result is a substantial jump in leftist Iván Cepeda’s vote intention, surpassing right-wing Abelardo de la Espriella, and centrist Sergio Fajardo,...
An unexpected turn of fiscal events
COLOMBIA · Report · 01 Dec 2025 · 1 response
Deterioration in the primary balance is expected to be fully compensated for by lower interest payments, so the new expected NCG deficit number for 2025 should be the same 6.7% of GDP as posted in 2024. In terms of debt, things might be somewhat improving on that end too: due to the effects of de...
CIS ESSENTIAL POLITICS: November 17-30
RUSSIA / FSU POLITICS · Report · 01 Dec 2025
- The US presents a 28-point peace plan that horrifies Europe and mildly impresses Russia. - The corruption scandal in Ukraine claims Yermak. - Azerbaijan arrests a main opposition leader. - The Kyrgyzstani election results in a total victory for Japarov. - Ukraine ta...
Q3 growth: surprisingly strong
TURKEY · Report · 01 Dec 2025
The Turkish economy expanded by 1.1%, q/q, and 3.7%, y/y, in the third quarter of the year, with the quarter-on-quarter (sequential) growth rate exceeding forecasts quite visibly, including our expectation of positive yet anemic growth in the quarter. What is more, all demand engines were ramped ...
Bad moon rising
BRAZIL ECONOMICS · Report · 01 Dec 2025
Brazil’s fiscal situation is fragile and requires deep adjustments. Although the government should meet its target in 2025, not only has the target itself lost its meaning, but—yet more importantly—the result remains far from satisfactory, with a growing primary deficit feeding the rapid expansio...
Messias’s appointment to the STF is facing strong resistance in the Senate, the Senate will resume discussions of the bill that taxes fintechs, and the rapporteur of the Anti-Faction bill should submit his report this week
BRAZIL POLITICS · Report · 01 Dec 2025
The appointment of the Attorney General, Jorge Messias, to the Supreme Federal Court (STF) is facing strong resistance in the Federal Senate. The President of the Senate, Davi Alcolumbre (União–AP), had been advocating for Senator Rodrigo Pacheco (PSD–MG) for the vacancy. The Senate’s Economic Af...
Venezuela: Between Pressure and Dialogue
VENEZUELA · Report · 01 Dec 2025
So far, the Trump administration has built a propaganda—or psyops—apparatus that raises pressure on Caracas without risking open military action. It follows the logic of Latin American soap operas: each episode ends on a cliffhanger. The question remains: what does it hope to achieve? The narr...