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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
Political system at a crossroads
PERU · Forecast · 20 Dec 2022 · 1 response
In this report, we offer our quarterly forecasts. We first discuss the unstable political situation, and explore the different scenarios that could play out following the ousting of former president Pedro Castillo. Then we discuss our macroeconomic forecasts. Since the risks are high, we introduc...
Putin visits Belarus
RUSSIA / FSU POLITICS · In Brief · 20 Dec 2022
On December 19 Putin was in Minsk and met with Lukashenko. They discussed military cooperation. Belarusian-Russian drills are ongoing. Russian TV showed the drills. Putin said there is no plan to fuse the two countries. This was the first such presidential meeting in Belarus for 3 years. The US s...
Azerbaijan agrees to supply electricity to South-East Europe
RUSSIA / FSU POLITICS · In Brief · 19 Dec 2022 · 1 response
On December 17 an agreement was signed. An electricity cable will go through Georgia and go under the Black Sea to Romania and on to Hungary. The agreement was signed in Bucharest with the presidents of all four countries present. The 1,200 km cable will take 6 years to build. The three receiving...
Monetary Policy Challenges In 2023: Global and Brazilian Economies
BRAZIL ECONOMICS · Report · 19 Dec 2022
By causing a succession of supply shocks, the pandemic raised inflation around the world. Indeed, virtually all countries reacted to the economic effects of the health crisis with huge monetary and fiscal stimulus policies, causing high inflation whose control now requires both a return to fiscal...
Politics: A reform designed to turn the clock back to the era of electoral fraud
MEXICO · Report · 19 Dec 2022 · 1 response
Minutes after President López Obrador’s political-electoral constitutional reform predictably went down to defeat in Congress earlier this month, he sent the Chamber of Deputies his 735-page draft of 500 changes to six ordinary laws to transform the National Electoral Institute (INE) and ostensib...
Chile's Constitutional Agreement: More Details and Responses
CHILE · In Brief · 19 Dec 2022
An update to our earlier report on the agreement reached on Chile’s new constitutional process. As we indicated last week, the process will begin with the selection by Congress of a Committee of Experts, to be followed by an election for a new constituent assembly, to be called a Constitutional C...
Will the Lula government be a broad front and other weekly topics
BRAZIL POLITICS · Report · 19 Dec 2022
This is the final week of activity for the year in the Legislative and Judicial branches. On Monday, the Supreme Federal Court (STF) decides on the constitutionality of the rapporteur's amendments. On Tuesday, the House may vote on the Transition Constitutional Amendment Proposal (PEC). The Budge...
West accuses North Korea of supplying Russia
RUSSIA / FSU POLITICS · In Brief · 19 Dec 2022
In November 2022 the US said that North Korea was selling shells to Russia to use in Ukraine. Russia has run down its stock of ammunition and missiles. The UN put an arms embargo on North Korea in 2016. Arms sales would be a breach of this. North Korea and Russia deny any arms trade. North Korea...
The final week of activity for the year in the Judiciary and Congress, the Transition PEC should be put to a vote on Tuesday, and the STF continues to adjudicate the cases that question the constitutionality of the rapporteur’s amendments
BRAZIL POLITICS · Report · 19 Dec 2022
This will be the final week of activity for the year in the Judiciary and Congress. The president of the House, Arthur Lira (PP-AL), scheduled the vote on the PEC for Tuesday. Yesterday, Lula had a meeting with Lira to negotiate the vote on the proposal. This Monday, at 10 a.m., the STF resumes t...
Economics: The risks that are apparent as 2022 ends will carry over into 2023
MEXICO · Report · 19 Dec 2022
The external environment for the coming year is expected to be complicated. Although inflation in the US and in the other major developed economies could ease somewhat, it will remain high and ensure that for a prolonged period we will see a continuation of the restrictive monetary policy and the...
Analysts expect no change in MNB interest rates tomorrow
HUNGARY · In Brief · 19 Dec 2022
The Monetary Council is scheduled to hold its last regular rate-setting meeting tomorrow. According to Portfolio.hu's poll, analyst are unanimously betting on no change in interest rates - the 18% O/N depo, the 13% base rate, and the 12.5-25% interest rate corridor. (For sure, the O/N depo rate i...
Core inflation accelerates, with higher service inflation
ISRAEL · Report · 19 Dec 2022
1. November’s inflation print reflects accelerating core inflation, especially in the service sectors. 2. We currently expect a 0.5% rate hike on January 2nd, with inflation accelerating and growth fairly steady. 3. The goods and services accounts reflect a shrinking surplus since the begin...
South Africa's ANC Elects its Top Leadership for the Next Five Years
SOUTH AFRICA · In Brief · 19 Dec 2022
During a highly contested and tense Elective Congress over the past three days, the ANC elected its top leadership who will lead the Party to the next National Elections of 2024. Most importantly, in a much welcome vote of confidence in Ramapaphosa's reform, President Cyril Ramaphosa was re-elect...
Core inflation accelerates with higher service inflation
ISRAEL · In Brief · 18 Dec 2022
19.12.22 Core inflation accelerates to 5.3% Inflation in November was in line with expectations but the underlying trends remain worrisome. Core inflation accelerated to 5.3% y/y from 5.0% in October, with rental prices (OER) up 5.9% from 5.6%. Other services also accelerated. Housing purchase pr...
Intense Russian bombardment as Putin meets army chiefs
RUSSIA / FSU POLITICS · In Brief · 17 Dec 2022
On December 17 Russian missiles rained down on Kyiv, Kharkiv, Poltava and other cities. Ukraine says 40 missiles were fired at Kyiv and 37 were shot down. Ukraine is happy about its increasingly sophisticated air defense. Nonetheless it cannot stop all missiles and drones. Russia was attacking en...