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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 May 12
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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 May 12
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
South Africa's Risk Heightened While Ramaphosa Considers his Future
SOUTH AFRICA · In Brief · 02 Dec 2022
President Ramaphosa finds himself in a crisis riddled with complexity. He has few options, but none is exciting or under his total control. When a few months back, Arthur Fraser, South Africa’s x-spy master, leaked the theft of US dollars from Ramaphosa’s Phala Phala Farm, the President dismissed...
The 2023 NFPS budget and third quarter fiscal data hide revenues and expenditures. The economy continues to accelerate.
PANAMA · Report · 01 Dec 2022
The overall government budget for next year is US 27.6 billion. Because of the state accounting system in Panama, this figure includes US 3.2 billion for state-owned banks (which are independently managed and not subject in practical terms to budget restrictions), as well as US 3.5 billion in int...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 01 Dec 2022
The FX market remains more or less stable in anticipation of an embargo on Russian oil and the price cap. It is worth mentioning that trading activity in traditional currencies is declining in Russia as these assets are considered toxic by a growing number of local market participants. The full-s...
A trot not a gallop
PHILIPPINES · Forecast · 01 Dec 2022
The strong external headwinds buffeting the country mean that its chances of galloping away from the pandemic have disappeared. It can nevertheless count itself lucky to have remittances and business process outsourcing supporting consumption. These two dollar earners have proven themselves relat...
The Argentine economy is becoming increasingly distorted
ARGENTINA · Report · 01 Dec 2022
The government's handling of the exchange rate is leading to increasing distortions in the economy, affecting both exports and imports. In terms of exports, the production of goods is becoming increasingly discouraged by the taxes imposed on it and by the arbitrary restrictions on imports of int...
Lula is negotiating the Transition PEC with several parties, amendments to the PEC have already been submitted, and the STF continues to discuss the Lifetime Review case
BRAZIL POLITICS · Report · 01 Dec 2022
After a meeting with Senate President Rodrigo Pacheco, the PSD caucus said it would defend a two-year proposal. The PP also decided to support the PEC. The probability is for the PEC to be approved. Lula also met with several members of the transition team. This Thursday, the STF will continue to...
Essential CIS Politics: December 2022
RUSSIA / FSU POLITICS · Report · 01 Dec 2022 · 1 response
* Russia has become more diplomatically isolated but has drawn close to Iran. Russia and Iran's relationship is deepening. On November 5 Iran said it sold military drones to Russia but claims that was only before the Russia-Ukraine War began. Western countries have imposed additional sanction...
President Ramaphosa Finds Himself on Thin Ice- SA Constitutional Democracy is tested again.
SOUTH AFRICA · In Brief · 30 Nov 2022 · 1 response
Yesterday, the Parliamentary Panel investigating President Ramaphosa's Phala Phala incidence handed out its report to the Speaker of Parliament, and she wasted no time to make it public. The Panel, chaired by the previous Chief Justice of the country concluded that: “In light of all the informati...
No surprises in October
RUSSIA ECONOMICS · In Brief · 30 Nov 2022
Rosstat reported that in October, the output of the five basic sectors was down by 3.2% y-o-y in October, which is a bit better than in September (down by 3.5% y-o-y). In 10M22, this output was down by a mere 1.1%, heading toward around a 2.0% contraction in 2022. Generally, it looks as though Ru...
EU Commission: dark grey smoke has risen in Brussels today
HUNGARY · In Brief · 30 Nov 2022
Well, the EU Commission has finally come out with its much-expected proposal on Hungary today, just as scheduled. On balance, it is more negative than positive, but not entirely negative from Hungary's perspective. And at any rate, the Commission did not say anything particularly surprising, espe...
Kazakhstan macro: seemingly slow growth amid decent budgetary performance
KAZAKHSTAN · Report · 30 Nov 2022
While looking at some weather forecast websites, it is not unusual to see that in addition to the current temperatures, one may read that the weather “feels like” it is somewhat cooler or hotter – depending on various conditions, such as the strength and direction of the wind or the level of humi...
Economic activity stagnates in the third quarter
TURKEY · Report · 30 Nov 2022 · 1 response
Economic activity was broadly unchanged over the previous quarter in Q3 (-0.1%, q/q), largely in line with expectations, down from (slightly downwardly revised) 1.9% in Q2, while it expanded by almost 4% over the same quarter of previous year (Graph 1).
The Transition PEC was officially submitted to the Senate yesterday, the rapporteur of the 2023 Federal Budget submitted his report yesterday, and the Transition Team's technical groups are expected to publish their first sectoral reports today
BRAZIL POLITICS · Report · 30 Nov 2022
An amendment to the PEC has already been presented by Senator Orioviste Guimarães, from the Podemos. He proposes a total of R$ 80 billion of expenses outside of the spending ceiling for one year. Next week, the Senate is expected to conclude voting on the PEC. Yesterday, Senator Marcelo Castro (M...
Russia blames US for Russian refusal to attend arms talks
RUSSIA / FSU POLITICS · In Brief · 30 Nov 2022
On November 29 Russia said that American ill-will was the cause of Russia's refusal to attend scheduled arms talks with the US on December 29 in Egypt. Russia has postponed them sine die. The talks were the New Start START - Strategic Arms Reduction Treaty. A Russian Foreign Ministry spokeswoman ...
The economy heads down while politicians head nowhere
CHILE · Report · 29 Nov 2022
National accounts for Q3 2022 corroborate the weakening trend in economic activity. While in H1 2022 economic activity was stagnant, in Q3 seasonally-adjusted GDP fell, to its lowest level since Q2 2021. Investment reverted the decline of Q1 2022, returning to Q4 2021 levels. By contrast, househo...