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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
The next China crisis? Local Government Financing Vehicles
CHINA ADVISORY · Report · 20 Sep 2022
The Chinese government is transferring a significant portion of the risks of the property sector from private developers to local government companies. These LGFVs (Local Government Financing Vehicles) are required by local governments to acquire land — replacing property developers — to support ...
Castillo fights back; wider fiscal and current account deficits; and weaker currency expected in 2023
PERU · Report · 20 Sep 2022 · 1 response
In this forecast report, we discuss President Pedro Castillo’s prospects for political survival. We then move on to our economic forecast, and review our predictions for growth, government finances and the balance of payments. We also discuss the recovery plan launched by Finance Minister Kurt Bu...
Politics: Public grows increasingly critical of policy even as approval of AMLO remains mostly intact
MEXICO · Report · 20 Sep 2022
People have grown increasingly critical of government policy and more apprehensive regarding their economic prospects, according to our most recent quarterly survey of registered voters. Optimism sank in every category when voters were asked how they expect their family’s incomes, job status, pur...
Russia denies committing a massacre at Izyum
RUSSIA / FSU POLITICS · In Brief · 20 Sep 2022
On September 19 Putin's personal spokesman said that the claim that Russian Forces massacred civilians at Izyum is a ''lie''. 450 bodies have been exhumed, and Ukraine says that many of them had been tortured and then shot. The Kremlin said this is ''Nazi propaganda''. In March Ukraine regained t...
Main opposition plans to field joint lists in 87 districts
TURKEY · In Brief · 20 Sep 2022 · 1 response
In as much as the title sounds tantalizingly obscure, this is potentially a ground-breaking plan, which will help the Table of Six (CHP, IYIP, SP, DP, DEVA, Gelecek) to gain more seats per vote. However, technically speaking it is difficult to implement. While I’m at it, I want to reiterate my vi...
Update to our September Report
ECUADOR · In Brief · 19 Sep 2022 · 2 responses
This afternoon after we released our monthly report for September, President Lasso and Minister of Finance Pablo Arosemena announced the agreement reached with China for a restructuring of the Ecuadorian debt with this country that will bring benefits in debt reduction and cash flow service. The ...
Economics: 2023 revenue and spending plans don’t add up, but may afford officials some room
MEXICO · Report · 19 Sep 2022
In our follow up to last week’s initial review of the López Obrador administration’s 2023 budget package in which we focused on its domestic and international macroeconomic assumptions, this week we delve deeper into its revenue and spending bills. These confirm our concerns that the 2023 budget ...
A referendum at last – but will it be groundbreaking?
ECUADOR · Report · 19 Sep 2022
After a year of hesitation, President Guillermo Lasso has decided to go for a referendum to amend the Constitution approved in 2008 regarding three general aspects: national security, democracy and the political structure, and the environment. The questions for a referendum require the approval o...
Polls in Minas Gerais put the presidential candidates on high alert and other weekly topics
BRAZIL POLITICS · Report · 19 Sep 2022
President Jair Bolsonaro attends the opening of the UN Assembly in New York. On September 24, a debate is scheduled between the presidential candidates. In the Senate, Rodrigo Pacheco discusses the nursing salary floor with leaders. In the economy, the highlight is the meeting of the Central Bank...
Fighting on Tajik-Kyrgyz Border
RUSSIA / FSU POLITICS · In Brief · 19 Sep 2022
On September 18 Kyrgyzstan and Tajikistan stated that their joint death toll was 94 from fighting in a few days of skirmishes. There is a shaky ceasefire that was signed on September 16 at the Shanghai Cooperation Organization. The two countries have begun joint patrols. Tajikistan accused Kyrgyz...
Pelosi in Armenia
RUSSIA / FSU POLITICS · In Brief · 19 Sep 2022
On September 18 the Speak of the US House of Representatives visited Armenia. Speaker Pelosi was there to commemorate the Armenian Genocide. She condemned Azerbaijan for what she called illegal attacks on Armenia. Azerbaijan is a close ally of Turkey. Armenia blames Turkey for the genocide of 191...
Economic Activity: The Start of Deceleration
BRAZIL ECONOMICS · Report · 19 Sep 2022
Since the lags of monetary policy are long and variable, a degree of uncertainty always exists regarding the start of the effects of restrictive monetary policy. Last week, three important indicators of economic activity had contrary signs. While in June and July, real revenue from services and t...
Ukrainians kill pro-Russian officials
RUSSIA / FSU POLITICS · In Brief · 19 Sep 2022
On September 16 a bomb killed two pro-Moscow officials in Luhansk. The Luhansk People's Republic (LPR) said this was terrorism. Three other pro-Russian bureaucrats were killed on that day alone in separate incidents. One of them was deputy head of the Russian-appointed administration in Berdyansk...
August’s better domestic demand was matched by worse property prices
CHINA FINANCIAL · Report · 19 Sep 2022
Special points to highlight in this issue: * The data releases this week and last week reaffirm the story of the past several months. Output growth continues to be weak in spite of aggressive supply-side measures, while the growth in consumption has further stagnated. This is exacerbated by th...
Eight polls will be published this week, President Bolsonaro will give the opening speech at the UN General Assembly, and Rodrigo Pacheco will discuss the nursing salary floor and the provisional measure on tax credits
BRAZIL POLITICS · Report · 19 Sep 2022
This morning, the FSB/BTG Pactual poll on the presidential election was published. According to the poll, Lula's advantage over Jair Bolsonaro in the first round increased to nine points from six points. On Tuesday, as is tradition, Bolsonaro will deliver the opening speech of the UN General Asse...