Services
GLOBAL COVERAGE
- ARGENTINA
- BRAZIL ECONOMICS
- BRAZIL POLITICS
- CAUCASUS / CENTRAL ASIA
- CENTRAL AMERICA
- CHILE
- CHINA
- CHINA ADVISORY
- CHINA FINANCIAL
- COLOMBIA
- DOMINICAN REPUBLIC
- ECUADOR
- GULF COUNTRIES
- HUNGARY
- INDIA
- INDONESIA
- ISRAEL
- JAMAICA / BAHAMAS
- KAZAKHSTAN
- MEXICO
- NIGERIA
- PANAMA
- PERU
- PHILIPPINES
- POLAND
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- TURKEY
- UKRAINE
- VENEZUELA
Events
Databanks
-
Argentina databank Oct 28 -
Brazil Economics databank Sep 15
-
Central America databank Oct 29
-
Chile databank Oct 29
-
China databank Mar 21
-
Colombia databank Oct 1
-
Dominican Republic databank Oct 21
-
Ecuador databank Oct 23
-
Gulf Countries databank Oct 24
-
Hungary databank Oct 17
-
India databank Jun 26
-
Mexico databank Oct 21
-
Panama databank Jul 17
-
Peru databank Sep 29
-
Philippines databank Oct 8
-
Poland databank Sep 29
-
Russia Economics databank Oct 16
-
South Africa databank Oct 3
-
Turkey databank Oct 27
-
Ukraine databank Aug 15
-
Venezuela databank Oct 6
NEWS FLASH
UPCOMING WEBINAR - NAVIGATING AN OIL GLUT: FISCAL AND RATING RISKS FOR ...
COUNTRY INSIGHTS
Justice Moraes requested that a trial date be set for Bolsonaro’s case, Motta said the bill on the income tax exemption could go to the floor in the coming days, and a new party federation may be announced next week
BRAZIL POLITICS · Report · 15 Aug 2025
Yesterday, August 14, Supreme Federal Court (STF) Justice Alexandre de Moraes requested that Justice Cristiano Zanin, president of the Court’s First Panel, set a trial date for former President Jair Bolsonaro and other defendants accused of participating in an attempted coup following the 2022 el...
Economy decelerates in search of new growth drivers
RUSSIA ECONOMICS · In Brief · 15 Aug 2025
Rosstat reported that in 2H25, GDP grew by 1.1% y-o-y, and the figure was even less impressive than the shocking 1.4% y-o-y growth in 1Q25. It looks as though the economy grew by 1.2-1.3% y-o-y in 1H25 with diminishing chances of growing above 2.0% this year. Moreover, one cannot rule out a furth...
Economic growth accelerates
KAZAKHSTAN · In Brief · 15 Aug 2025
The Bureau of National Statistics reported that in 1H25 the nation’s GDP grew by 6.2% y-o-y and in July economic growth accelerated as the Bureau also reported that in 7M25, the short-term indicator (a monthly proxy for economic activity that covers over 60% of total production of goods and servi...
TOPIC OF THE WEEK: How much time will it take to build a functioning TRIPP?
CAUCASUS / CENTRAL ASIA · Report · 15 Aug 2025
The various geopolitical angles surrounding the Washington Summit between Armenia and Azerbaijan have now been well analyzed in full detail. One particular (technical) consideration that has captured my attention has, however, been given virtually no consideration by experts. It relates to the so...
July CPI preview: inflation to remain above target, Gaza operation endangers rate-cut prospects
ISRAEL · In Brief · 14 Aug 2025
Tomorrow (Friday) we will get July’s CPI print, and we will be watching it closely. We expect a 0.3%-0.4% monthly increase, which would keep annual inflation at around 3.1%, still above the Bank of Israel’s 1%-3% target range. July is typically a low-to-moderate CPI month, with an average monthly...
President Lula announced countermeasures for U.S. tariffs, yesterday was the deadline for a statement from those involved in the coup d’etat case, and the STF upheld the validity of the Cide
BRAZIL POLITICS · Report · 14 Aug 2025
Yesterday, one week after the United States began enforcing tariffs on Brazilian products, President Lula (PT) signed a provisional measure (MP) establishing protection measures for Brazilian companies affected by Donald Trump’s decision. Yesterday marked the deadline for final statements from me...
Inflation Report: First impressions
TURKEY · In Brief · 14 Aug 2025
The CBRT released the third Inflation Report of the year today with a presentation, as usual, by Governor Karahan. Importantly, the Bank revised the framework through which medium-term forecasts are presented or communicated. Under the new approach, the Bank will separately announce “forecasts,” ...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 14 Aug 2025
The Russian markets turned into a moderately positive mood after the announcement of the US-Russia summit in Alaska. Despite that investors remain skeptical regarding a ceasefire in Ukraine in the near term, some of them hope for a kind of progress in bilateral relations between Washington and Mo...
Lula should announce countermeasures for U.S. tariffs today, the Senate will read the reports regarding appointments to regulatory agencies, and the STF may decide on the legality of charging Cide on international remittances
BRAZIL POLITICS · Report · 13 Aug 2025
President Lula will attend a ceremony at the Planalto Palace this morning to sign a provisional measure aimed at reducing the impact of the 50% tariff imposed by the United States on Brazilian exports. With confirmation hearings for appointees to regulatory agencies scheduled for next Tuesday (Au...
Foreign Affairs: Victory in the North, Trouble in the South
TURKEY · In Brief · 12 Aug 2025
Domestic politics is in gestation, as parties represented in the Grand Assembly ex-IYIP (centre-right nationalist) deliberate how rehabilitation of PKK militants and some of the grievances of Turkey’s Kurds can be resolved. The Peace Commission will submit draft bills to the GA when it reconvenes...
GCC chartbook and economic review
GULF COUNTRIES · Report · 12 Aug 2025 · 1 response
This chartbook and economic review provides a snapshot of the GCC across 17 slides. It starts with an overview of key themes impacting the region in recent months—such as tariffs, oil market trends and dollar weakness. There are comparative graphs of some of the key economic and market indicators...
The government may announce countermeasures for U.S. tariffs today, Haddad’s meeting with the U.S. Treasury Secretary was canceled, and the Senate will hold confirmation hearings for appointees to regulatory agencies
BRAZIL POLITICS · Report · 12 Aug 2025
The government may announce today a package of measures to mitigate the impact of the 50% tariff hike the United States has imposed on Brazilian exports. Finance Minister Fernando Haddad had been scheduled to hold a virtual meeting with U.S. Treasury Secretary Scott Bessent this Wednesday, but it...
Kazakhstan macro: the tenge needs to weaken further
KAZAKHSTAN · Report · 12 Aug 2025
In its most recent monthly statement on the FX market (published on August 1) the National Bank of Kazakhstan mentioned that trading activity increased last month and the tenge weakened by 4%. Total trade volume reached $5.7 bln, of which $0.7 bln was accounted for by FX sales from the National F...
Economics: ENIGH 2024—higher labor income and government transfers; less targeting and effectiveness of social spending
MEXICO · Report · 12 Aug 2025
The results of the 2024 National Survey of Household Income and Expenditures (ENIGH) show significant increases in current household income across all deciles, due to growth in labor income and government transfers. As we have noted in previous reports, both the increase in the minimum wage and t...
Israel’s July fiscal data: deficit narrows, but risks rise from Gaza takeover plan
ISRAEL · In Brief · 11 Aug 2025
The Ministry of Finance reported a fiscal deficit of NIS 4.7 billion ($1.4 billion) in July, with the trailing 12-month deficit narrowing to 4.8% of GDP from 5% in June. The budget deficit peaked at 8.5% of GDP in September 2024. Tax revenues in July totaled NIS 46.4 billion and reached NIS 306 b...