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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 Nov 27
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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
No interest rate measure is expected from the Monetary Council tomorrow
HUNGARY · In Brief · 23 Jan 2023
At the first regular monthly rate-setting meeting tomorrow, analysts uniformly do not expect any interest rate step, and indeed no significant policy change of any type. What they find potentially interesting could be the Council's communication, from which the investors might try to draw conclus...
President Lula and Minister Haddad have meetings in Buenos Aires, Lula will participate in the Celac meeting tomorrow, and Arthur Lira meets with parties to guarantee his re-election in the House
BRAZIL POLITICS · Report · 23 Jan 2023
Today, President Lula begins his first international trip after taking office. He will meet with the president of Argentina, Alberto Fernández, and have other bilateral meetings. Brazil is expected to sign bilateral agreements and a memorandum of understanding with Argentina. Tomorrow, January 24...
Economics: Regional differences in economic activity and FDI flows
MEXICO · Report · 23 Jan 2023
It is well known at this point that economic growth in the third quarter of 2022 and during October was much stronger than anticipated thanks to greater dynamism in services and sustained rates of growth in manufacturing. But this week we turn our attention to the disparities in regional behavior...
Demand for workers slows, but remains elevated
ISRAEL · Report · 23 Jan 2023
1. The gap between job vacancies and the number of unemployed is gradually declining, but the labor market remains relatively tight. 2. Strong employment creation in December suggests that economic activity remains fairly steady. 3. In 2022, the BoI increased the Makam (T-bill) issuance sig...
Protests for Alexey Navalny to be freed
RUSSIA / FSU POLITICS · In Brief · 23 Jan 2023
On January 21 demonstrations were held in 60 cities around the world in favor of the imprisoned Russian anti-corruption campaigner. Navalny has been in jail since 2021. Protestors also held placards readings, ''No war'' and ''Free political prisoners.'' There were demos in Moscow and many other R...
Demand for workers slows, but remains elevated
ISRAEL · In Brief · 22 Jan 2023
T-bills issuance surges in 2022 In 2022 the BoI issued 235bn in Makam due to strong demand. This was 95bn above net Makam redemption. Parallel to this, the BoI reduced the daily commercial bank deposits by a net 71bn. This net absorption was necessary due to the public sector contribution to mone...
Election milestones, ToS scenarios
TURKEY · Report · 22 Jan 2023 · 1 response
President Erdogan has more-or-less declared May 14 as the new date for elections and is expected to issue the executive decree abolishing the legislature during the second week of March. The first essay covers other important milestones on the way to elections, such the final dates to register as...
Some thoughts on the macroeconomics of 2023
TURKEY · Report · 22 Jan 2023
Our standard quarterly/forecast report would normally have reached your inboxes already, but because of the exceptionally fluid and uncertain context, politics in particular, we’ve been delaying it. Things are still extremely murky, but the economics author has nevertheless decided to think aloud...
Fitch Ratings changed the outlook for its sovereign BBB to negative yesterday
HUNGARY · In Brief · 21 Jan 2023
On January 20, Fitch published its first revision to Hungary's sovereign rating this year, affirming its BBB rating but lowering its outlook to negative. The agency explained the decision citing two kinds of factors: general risks, such as challenging global conditions, high interest rates, volat...
US declares Wagner Group is a criminal organization
RUSSIA / FSU POLITICS · In Brief · 21 Jan 2023
On January 20 the US made the ruling about the Russian private military company. The US estimates that Wagner has 50,000 fighters in Ukraine, and 80% of them were released from prison to fight. Wagner also has fighters in several African countries. The US now regards Wagner as equivalent to the ...
The February electoral process: a critical political thermometer
ECUADOR · Report · 20 Jan 2023
The local government elections that will take place on February 5 are far from just another electoral process. They are extremely important to assess if the Correistas have regained strength, if CONAIE and Pachakutik have extended their influence to the national level, and if the Social Christian...
Belarus and Russian air forces carry out joint drills
RUSSIA / FSU POLITICS · In Brief · 20 Jan 2023
On January 16 the allied nations began their drills. This involves every airfield in Belarus. The Belarusian Ministry of Defense has been unusually revealing about the nature of the drills. It stated that the two air forces are practicing airborne landings, deliveries of material and the evacuati...
GULF WEEKLY: Bahrain-Qatar handshake in UAE, Sharjah’s 2030 fiscal plan, Kuwaiti pardon may ease deadlock
GULF COUNTRIES · Report · 20 Jan 2023
A skimmable summary overlaid with our analysis and links. Headlines: * Oil rose for a second week on expectations of Chinese demand growth. * The UAE hosted an Arab leaders summit, featuring a Qatar-Bahrain handshake but no Saudi Arabia. * Inflation rose in Qatar (the highest, at 5.9%), Duba...
Kazakhstan macro: economy to strengthen in 2023 in the aftermath of steady growth in 2022
KAZAKHSTAN · Report · 20 Jan 2023
The Bureau of National Statistics reported that the Kazakh economy performed quite well in 2022. It weathered several storms, such as protests in the early year, high exchange rate volatility in March-April triggered by Russia’s military activity in Ukraine, CPC disruption, and maintenance works ...
Webinar replay: Latin America Outlook 2023: Political risks and macro shifts
BRAZIL ECONOMICS · Report · 20 Jan 2023
Going into 2023, how will the outlook for Brazil, Chile, Colombia, and Peru be shaped by growth and inflation, fiscal and debt dynamics, and political risks? Visit our calendar page to watch the replay of our webinar "Latin America Outlook 2023: Political risks and macro shifts" for insight into ...