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Events
Databanks
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Argentina databank Apr 30 -
Brazil Economics databank Apr 14
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Central America databank May 1
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank Apr 28
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Dominican Republic databank Apr 28
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Ecuador databank Apr 22
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Gulf Countries databank May 2
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank Mar 25
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Panama databank Jan 28
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Peru databank Apr 28
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Philippines databank May 8
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Poland databank Apr 29
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Russia Economics databank Apr 11
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank Mar 6
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Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Constitutional illiterates
ECUADOR · Report · 13 Mar 2023
An ad hoc commission formed and led mainly by legislators from the UNES and the Social Christian Party investigated a case of corruption in the electricity sector. Although the case has roots in the government of Rafael Correa, this commission decided to focus on the current presidential period, ...
Politics: Border violence, blame for illicit fentanyl trade stokes crisis in US-Mexican security collaboration
MEXICO · Report · 13 Mar 2023
Mexican-US relations have become strained in the past few weeks. While there have been disagreements in the recent past over immigration, economic issues, Washington’s perceived intervention in Latin America, and human rights issues, recent developments in security and anti-drug efforts have put ...
The PT and fuel and other weekly topics
BRAZIL POLITICS · Report · 13 Mar 2023
Fernando Haddad presents the new fiscal framework to President Lula. The Lower House decides leadership for standing committees. In the Senate, the Economic Affairs Committee votes on the request to invite the Central Bank president to speak on interest rates. The Federal Supreme Court may conclu...
Kazakhstan macro: inflation to remain elevated in 2023, leaving limited room for base rate cuts
KAZAKHSTAN · Report · 13 Mar 2023
Kazakhstan’s National Bank recently released its updated macroeconomic forecast and it expects the country’s economy can expand within the 3.5% to 4.5% range in 2023. The regulator expects the same rates for GDP growth in 2024 and 2025, quoting it as an equilibrium growth trajectory for Kazakhsta...
External fundamentals appear less shekel supportive
ISRAEL · Report · 13 Mar 2023
1. External fundamentals appear less shekel supportive as the goods/services surplus continues to decline. 2. The shekel will continue to react more to global equity movements and the domestic uncertainty regarding the judicial measures. 3. Tax revenues continue to decline and are likely to...
Haddad will submit the bill that deals with the new fiscal framework, the PDT, PSB and Solidariedade discuss forming a party federation, and the CAE will review a request to summon Roberto Campos Neto
BRAZIL POLITICS · Report · 13 Mar 2023
In an interview with CNN Brasil, Haddad said that the new fiscal framework will be a combination of mechanisms to monitor public accounts. According to him, the new rule will not be based on public debt. The PDT, PSB and Solidariedade leaders will meet on Tuesday, March 14, to discuss the formati...
SVB and Asian banks
CHINA ADVISORY · Report · 13 Mar 2023
Generally, contagion risk from the Silicon Valley Bank situation is minimal—apart from the issue of “animal spirits…” What are the risks that could affect Asian banks? * Excessive concentration of digital assets in the banking system. However, most digital start-ups obtain funding from ventu...
Israeli savings institutions shift more investments abroad
ISRAEL · In Brief · 13 Mar 2023
In January, Israeli savings institutions were net FX purchasers of 4.5bn USD, buying assets abroad totally 3.8bn and reducing their FX hedge by 0.7bn. Their FX exposure increased to 18% of all assets under management from 16.5%. This is a significant jump to a level not witnessed in the past two ...
Kilicdaroglu has wind in wings
TURKEY · In Brief · 12 Mar 2023 · 1 response
Your beloved Politics Author a.k.a. Atilla Yesilada is still convalescing from gastric surgery, which is the reason for his absence from our Weekly Report. Since my work hours are still quite restricted, I shall instead analyze the developments after Kilicdaroglu’s nomination briefly, inviting ou...
External fundamentals appear less shekel supportive
ISRAEL · In Brief · 12 Mar 2023
The goods/services surplus declined in Q422 Although the headline current surplus improved in Q422, the more important breakdown of good/services account reflect a declining surplus to 3.4bn USD in Q4 from 3.9bn in Q3. FDI into Israel surged in Q422 to 9.4bn USD compared to 6.8bn in Q3. 2023 will...
A dull and short weekly, for a change...
TURKEY · Report · 12 Mar 2023
Our politics author, who is in convalescence but doing well, plans an update on the political scene in the next 24-48 hours. In his absence -- and with elections now almost certainly set for May 14, we report the latest state of affairs in the polls, no matter how rudimentary the polls might be. ...
Georgia drops controversial legislation
RUSSIA / FSU POLITICS · In Brief · 11 Mar 2023
On March 10 the foreign agent bill was defeated. The proposed legislation caused massive protests. It had been compared to Russian legislation that obliged those who receive foreign funding to comply with onerous registration regulations. The police had trouble containing protestors against the b...
Cabinet shuffle in Chile
CHILE · In Brief · 10 Mar 2023 · 1 response
If a week is a long time in politics, this one was endless, especially for president Gabriel Boric. On Wednesday the government’s tax reform was voted down in the House of Deputies. Although the government was quick to blame the opposition – and the opposition indeed opposed the reform as it was ...
Russian Macro: Consumer Lending Unlikely to Drive Growth in 2023
RUSSIA ECONOMICS · Report · 10 Mar 2023
As Russia’s inflation peaked last year amid a sharp devaluation of the ruble, financial markets were shaken but not yet “stirred”. A combination of administrative measures, such as some form of capital controls combined with the key rate hike, helped the country’s financial markets to survive wit...
GULF WEEKLY: Saudi-Iran ties restored, Qatar and Abu Dhabi reshuffle officials, Saudi Q4 GDP & fiscal data
GULF COUNTRIES · Report · 10 Mar 2023
A skimmable summary overlaid with our analysis and links. Headlines: * Saudi Arabia and Iran agreed in China to restore diplomatic relations after a 7 years hiatus. * Saudi GDP grew by 5.5% in Q4 and 8.7% in 2022 as a whole, close to the flash estimates. * Transport, finance and business ser...