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Events
Databanks
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Argentina databank May 13
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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 May 12
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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 May 13
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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
COUNTRY INSIGHTS
Argentina: walking a tightrope
ARGENTINA · Report · 30 Sep 2022
The recent staff-level agreement Argentina reached with the IMF on the 2Q review, under the Extended Fund Facility arrangement, was not surprising. This staff-level agreement lays the way for the formal approval of the IMF´s board of directors (expected to meet on October 7) and with it, the thir...
Webinar Replay - Mexico: Polls and Policies
MEXICO · Report · 30 Sep 2022
Get insight into Mexico's economic and political outlook with the replay of our webinar featuring Mauricio González and Guillermo Valdes discussing Mexico's 2023 budget and economic plan and the latest GEA-Isa political proprietary poll.
The monetary policy and exchange rate situation
INDIA · Report · 30 Sep 2022
The export boom of 2020 and 2021 came to a halt in early 2022. Discounted crude oil from Russia has helped keep down the cost of importing crude oil. Inflation that exceeds the target of 4% remains a problem. Rupee depreciation will pass through into a small increase in inflation. The trailing P/...
Bi-weekly Economic News Summary
KAZAKHSTAN · In Brief · 30 Sep 2022
Sep 15 Bureau of National Statistics: Kazakhstan’s industrial production grew by 2.5% y-o-y in 8M22 Sep 16 Parliament: The Parliament of Kazakhstan unanimously adopted amendments to the Constitution on a one-time 7-year presidency and renaming of the capital Bureau of National Statistics: Agricul...
The MNB will pay a spread over the base rate on longer-term deposits to banks
HUNGARY · In Brief · 29 Sep 2022
This afternoon, Mr. Virág of the MNB spoke to analysts online, explaining mainly how the Bank's new sterilisation instruments will be used, and also on what basis the Monetary Council has decided to end their year-long series of interest rate hikes. The latter part was pretty much a repetition of...
Recovery slows amid weakening global economy
CHINA · Report · 29 Sep 2022
Growth strengthened, but only slightly. In August, industrial output rose 4.2% y/y, up 0.4 pps, lifting overall January-August growth to 3.6%, up 0.1 pps. Investment rose 5.8% y/y in January-August, up 0.1 pps. The August growth rate was 6.4% y/y, up 2.8 pps. Real estate investment growth rate fe...
Growth outlook mixed, amid fiscal woes
CENTRAL AMERICA · Report · 29 Sep 2022
El Salvador’s post-pandemic economic rebound was robust in 2021, but was truncated by adverse international factors, mainly the global economic consequences of the Russia-Ukraine conflict, as well as persisting distortions on global supply chains. Consequently, economic growth this and next year ...
Referendums in east Ukraine said to show pro-Russia result
RUSSIA / FSU POLITICS · In Brief · 29 Sep 2022
On September 28 officials in four Russian occupied districts of Ukraine announced the results of their referendums. They showed an average of 96% in favor of fusion with Russia. The districts are Zaporizhzhia, Donetsk, Luhansk and Kherson. However, Russia controls only half of Donetsk. The capita...
The presidential debate will be held today at 10:30 p.m, Bolsonaro’s party published an unofficial audit for electoral process that only 5% of the security issues were covered by the TSE, & the latest polls shows Lula is 10 points ahead of Bolsonaro
BRAZIL POLITICS · Report · 29 Sep 2022
TV Globo will be holding a debate between the presidential candidates today, at 10:30 p.m. It is the last major event before the first round, which takes place on Sunday (2). After the debate, Lula will attend political events on Friday in three key states. Yesterday, the PL published the results...
The economy continued to successfully adapt in August, but regular shocks may cause serious damage
RUSSIA ECONOMICS · In Brief · 29 Sep 2022
Rosstat reported that in 8M22, the output of the five basic sectors (industry, agriculture, construction, trade, transport) was down y-o-y by a mere 1.8% and 0.4% in August and 8M22, therefore, indicating that the economy was heading to moderate conduction in 2022 as a whole. Industrial output wa...
Mir blow, Mersin terror strike
TURKEY · In Brief · 28 Sep 2022
I wish to apologize to our readers for posting this Market Brief at a very inconvenient hour, but lately we have been blessed by an abundance of international visitors and information requests, which keeps me busy all day. I can say without exaggeration that this is the highest interest in Turkis...
Bank Indonesia raises the benchmark rate for a second time
INDONESIA · Report · 28 Sep 2022
For the second meeting in a row, Bank Indonesia raised the benchmark interest rate, this time by 50 basis points. The benchmark interest rate currently stands at 4.25%. This policy was decided during the Monetary Policy meeting of September 21-22, 2022. The first increase of the benchmark rate wa...
Lula remains in the lead in the polls and gave an interview to SBT yesterday, and Bolsonaro held a livestream and called for his voters to show up on Election Day
BRAZIL POLITICS · Report · 28 Sep 2022
Currently, Lula would receive 50% of the valid vote. Due to the margin of error, it is not possible to say whether the election will have one or two rounds. Variables such as abstention, the movement in favor of a utilitarian voting strategy and the TV Globo debate, scheduled for tomorrow, Septem...
Lyman cauldron: Ukrainian forces develop counteroffensive
UKRAINE · In Brief · 28 Sep 2022
The Ukrainian army broke the front on the east bank of the Oskil River and took Lyman in an operational circle. After a hasty withdrawal from Izyum, Russians entrenched themselves in Lyman and tried to make a stronghold in this town. Russian forces made an attempt to stabilize the front across th...
Kremlin admits mistakes as Russian men flee mobilization
RUSSIA / FSU POLITICS · In Brief · 27 Sep 2022
On September 26 Putin's spokesman said that there had been errors by regional governments in the implementation of the mobilization decree. Some ineligible men have been drafted, and this error needs to be corrected. Only men who are under 35 and who have done military training are eligible for ...