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Events
Databanks
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Argentina databank Oct 17 -
Brazil Economics databank Sep 15
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Central America databank Sep 30
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Chile databank Sep 25
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China databank Mar 21
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Colombia databank Oct 1
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Dominican Republic databank Sep 25
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Ecuador databank Sep 30
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Gulf Countries databank Oct 17
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Hungary databank Oct 17
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India databank Jun 26
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Mexico databank Aug 28
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Panama databank Jul 17
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Peru databank Sep 29
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Philippines databank Oct 8
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Poland databank Sep 29
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Russia Economics databank Oct 16
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South Africa databank Oct 3
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Turkey databank Aug 11
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Ukraine databank Aug 15
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Venezuela databank Oct 6
NEWS FLASH
UPCOMING WEBINAR - CHILE ELECTION BRIEFING: GOING INTO THE FIRST ROUND...
COUNTRY INSIGHTS
CIS Essential Politics: October 1-15
RUSSIA / FSU POLITICS · Report · 15 Oct 2025
- Ukrainian strikes force halt of operations at four major Russian refineries. - Ukraine has a USD 20.5 bn repair backlog after years of strikes against its energy infrastructure. - Putin apologizes to Aliyev as part of détente, signaling end of the diplomatic crisis. - Rus...
Game changer?
VENEZUELA · Report · 15 Oct 2025
María Corina Machado will receive the 2025 Nobel Peace Prize in December. Although her nomination was known since last year and her track record fits the appropriate profile, the news was a general surprise, triggering three interconnected dynamics: Machado's challenge to maximize the impact ...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 15 Oct 2025
Oct 2 OPEC+: Kazakhstan's "debt" to compensate for the shortfall in OPEC+ production rose to 2.9 mln bpd, with “repayment” peaking in the 1H26. Energy Ministry: Kazakhstan is not yet meeting OPEC+ compensation schedules, but is making every effort. KMG: Kazakh oil supplies via the Baku-Tbilisi-Ce...
Economics: New energy sector regulations open doors to private investment, but the legal uncertainty is too off-putting
MEXICO · Report · 14 Oct 2025
Decrees that appeared in the October 3 Official Gazette of the Federation contain regulations for six secondary laws in the energy sector: the Energy Planning and Transition Law, the Hydrocarbons Sector Law, the Electricity Sector Law, the Biofuels Law, the Geothermal Energy Law, and the Hydrocar...
Politics: Fraud and extortion continue to rise, with a very low percentage of victims reporting these offenses
MEXICO · Report · 14 Oct 2025
Two Mexican government reports reveal the reality of crime in the country, the victims and their responses, and public security perception on the part of the population. INEGI has just published its 2025 Survey on Victimization and Public Security Perception. It is based on household surveys and ...
Rational immunization
BRAZIL ECONOMICS · Report · 14 Oct 2025
Economic activity has proven stronger than anticipated in recent years, despite expectations of a slowdown in light of monetary policy supposedly operating in a restrictive stance. The repeated forecasting errors observed over the past four years also suggest a certain degree of persistence. ...
Foreign Minister Vieira arrives in Washington DC to discuss the tariff hike, the Senate is reviewing a bill that creates a fund to modernize the federal judiciary, and the STF begins trial of “Group 4” of the attempted coup
BRAZIL POLITICS · Report · 14 Oct 2025
Following the meeting between President Lula and U.S. President Donald Trump, the possibility of a meeting between Brazil’s Foreign Minister Mauro Vieira and U.S. Secretary of State Marco Rubio was announced. The meeting could take place later this week. Yesterday, Supreme Federal Court (STF) Chi...
In Congress, 2026 has already begun and other weekly topics
BRAZIL POLITICS · Report · 14 Oct 2025
President Lula is expected to meet with his team to discuss alternatives to Provisional Measure (MP) No. 1,303/25, which addressed the taxation of betting platforms and tax-exempt securities but was struck down in the Lower House. The rapporteur of the bill setting sentencing guidelines for those...
Inflation forecast revised up
VENEZUELA · Report · 14 Oct 2025
We revise up our projections for 2025–2026, reflecting the renewed spiral of inflation and devaluation. The gap between export revenue—limited and with a bearish bias—and a still-strong demand for foreign exchange further weakens the BCV’s ability to defend the bolivar. Since mid-September, the c...
The One-Month Income Tax Holiday Proposal: relief or risk?
PHILIPPINES · Report · 14 Oct 2025
In the middle of last week, Senator Erwin Tulfo filed Senate Bill No. 1446, seeking to suspend income-tax withholding for one month as financial relief for workers. While the measure would temporarily raise take-home pay and slightly boost consumption, it would cost the government an estimated ₱5...
U.S. support buys time, not permanent stability, for Argentina
ARGENTINA · In Brief · 13 Oct 2025
Despite the U.S. Treasury’s recent show of support, Argentina’s markets remain uneasy. The mere announcement two weeks ago that Washington was willing to offer financial assistance did little to restore confidence. After a brief period of calm, both the exchange rate and country risk climbed agai...
Israel shifts from war to recovery; focus shifts to September CPI
ISRAEL · In Brief · 13 Oct 2025
Overview The 20 live hostages were released and returned to Israel this morning, after two years in Hamas captivity, as part of the first stage of the ceasefire agreement. In parallel, Israel began releasing Palestinian prisoners. U.S. President Donald Trump, widely viewed in Israel as the key br...
Bracing for another rough winter
TURKEY · Report · 12 Oct 2025 · 1 response
With corruption accusations reaching Ankara mayor Mansur Yavas, it is almost certain that Kemal Kilicdaroglu will be returned to his position as party chairman during the month, thus sidelining Ozer and his team for a long period. Does CHP have any cards to play before being paralyzed? The (Ku...
No downgrade from S&P, Governor reconfirms tight MNB policy course
HUNGARY · In Brief · 11 Oct 2025
S&P said yesterday that they did not change their BBB-/Negative rating for the Hungarian government, on the occasion of their second and last review date for that rating in 2025. S&P did not even issue a new assessment for Hungary this time. So for now, the government have avoided the threat of f...
Peru’s Congress impeached President Boluarte
PERU · In Brief · 10 Oct 2025
Last night with 121 votes of the 130 legislators (8 did not attended), Peru’s Congress impeached President Boluarte. This followed a sharp increase in insecurity and the feeling that her government had not been attending the population's demands for greater internal security. Official extortion c...