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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 9
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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
Treat recovery data with caution
CHINA · Report · 28 Feb 2023
Because of Chinese New Year, the statistics bureau didn’t announce price, financial and PMI data until February. China switched from zero-COVID lockdown to almost no restrictions in December 2022, and by January 2023, normal life had nearly returned. The economy is generally improving, but cautio...
Politics: Stage set for final showdowns over electoral arbiter and rules for the 2024 elections
MEXICO · Report · 27 Feb 2023
With showdowns looming in the extended fight over which rules and what sort of arbiter will preside over the 2024 elections, all sides are stepping up their efforts. Opposition parties, civil society organizations and others are increasingly allied in challenging many of the laws passed recently ...
Economics: Revised presidential decree on glyphosate and GM corn imports sets the stage for new trade disputes and crop challenges
MEXICO · Report · 27 Feb 2023
The week before last, President López Obrador and five of his cabinet ministers published a decree for the purpose of gradually eliminating the use of the agrochemical herbicide glyphosate, prohibiting the planting of genetically modified (GM) corn and restricting its use in various productive pr...
Two months of the Lula government and other weekly topics
BRAZIL POLITICS · Report · 27 Feb 2023
The House and Senate resume negotiations for the determination of the presidents of the Permanent Committees of the two houses. The Tax Reform Working Group defines its work plan. On Tuesday, February 28, the mandates of two directors of the Central Bank end. On Thursday, March 2, the IBGE publis...
The Cost of Reducing Inflation
BRAZIL ECONOMICS · Report · 27 Feb 2023
It is becoming increasingly clear that the process of reducing inflation in the world will be long and costly, with risks of recession in the United States and Brazil. In the USA, the latest data indicate that the 12-month rate of the Personal Consumption Expenditures Price Index (PCE) has starte...
Distrust
VENEZUELA · Report · 27 Feb 2023
The threat of hyperinflation redux brings to light just how precarious is the government’s macro stabilization model. Forced to speed up Venezuela’s forex burn rate to contain bolivar weakening and faced with salary demands that can’t be met and the rising costs of ubiquitous corruption, especial...
Kazakhstan macro: strong inflow of tax revenues in the republican budget hints the economy is in good shape
KAZAKHSTAN · Report · 27 Feb 2023
According to the Bureau of National Statistics the short-term indicator that takes into account economic activity in six main sectors (industry, agriculture, construction, transport, trade, and communications) grew by 5.0% y-o-y in January. These sectors represent around 60% of GDP. At the same t...
Lula will have a meeting to discuss the return of federal taxes on gasoline and alcohol, tomorrow he is expected to make changes to the Bolsa Família program, and Congress should select the heads of the permanent committees
BRAZIL POLITICS · Report · 27 Feb 2023
At 10 a.m. today, President Lula will meet with Chief of Staff Rui Costa, Finance Minister Fernando Haddad and the President of Petrobras, Jean Paul Prates. The topic of the meeting is the return of federal taxes on gasoline and alcohol. On Tuesday, February 28, President Lula (PT) is expected t...
A Jamaican miracle
JAMAICA / BAHAMAS · Report · 27 Feb 2023
A little over two weeks ago, on Friday, February 10, the editor of the Financial Times (FT) Alphaville blog, Robin Wigglesworth, describing Jamaica’s economic turnaround, said “This is as close to a miracle as you are ever likely to see.” His comments were based on the press release on the IMF...
Monetary Council tomorrow, Moody's rating review on Friday
HUNGARY · In Brief · 27 Feb 2023
The Monetary Council is set to hold its regular monthly rate-setting meeting tomorrow (February 28). There is once again broad analyst consensus, which we share, that no interest rate move is likely on this occasion. Although analysts seem to believe that CPI-inflation peaked in January, there wo...
Shekel weakness likely to continue without a reasonable compromise regarding the judicial measures
ISRAEL · In Brief · 26 Feb 2023
Israeli macro highlights 27/2/23 The main issue impacting markets recently has been the judicial measures pushing forward in the Israeli Knesset. Part of these reforms were voted upon last week (1st vote out of three) and further progress on this legislation is expected this week. So far, no real...
Putin says that NATO is participating in the conflict
RUSSIA / FSU POLITICS · In Brief · 26 Feb 2023
On February 23 the Russian President spoke on TV and said that NATO countries have entered the conflict inasmuch as they have provided USD 10s of billions of arms to Ukraine. He accused NATO of plotting to split Russia up into several different countries. He accused them of abetting Ukrainian war...
The only clarity is there is no clarity
TURKEY · Report · 26 Feb 2023 · 1 response
The earthquake triggered a whole new conversation in politics and created a new political landscape, on which the politics author takes up two issues. The first is the timing of the elections. A majority of news articles now suggest that President Erdogan doesn’t intend to delay elections beyond ...
China calls for peace talks over Ukraine
RUSSIA / FSU POLITICS · In Brief · 25 Feb 2023
On February 24 China urged Ukraine and Russia to negotiate an end to the war. NATO countries dismissed this and said that China is too sympathetic to Russia. China published a 12-point plan. The Chinese statement also said that it is totally against the use of nuclear arms. China denies American ...
GULF WEEKLY: Oman hosts Assad and permits Israeli overflights, Qatar moots bond issuance, GCC deals in Egypt stall
GULF COUNTRIES · Report · 24 Feb 2023
A skimmable summary overlaid with our analysis and links. Headlines: * Oman opened its airspace to Israel, and the UAE withdrew a UN resolution criticizing settlements. * Assad visited Oman, and Saudi Arabia is re-evaluating its stance on isolating Syria. * PIF’s acquisition of Egypt’s Unite...