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COUNTRY INSIGHTS

Armenia: PM Pashinyan resorts to desperate means to cling to power
CAUCASUS / CENTRAL ASIA · In Brief · 26 Jun 2025

Pashinyan is getting rid of the opposition. I have spent a lot of time in the last month or so writing about Armenia, and it seems for good reason. The loss in the municipal elections in Gyumri, the rising momentum to impeach Pashinyan, and the PM's ill-fated attack on the Church are a few exampl...

Copom’s odyssey
BRAZIL ECONOMICS · Report · 25 Jun 2025

The main purpose of the latest Copom Minutes is to prevent the market from anticipating the beginning of the monetary easing cycle. The concern, naturally, is that market behavior could affect the yield curve and thereby undo part of the monetary tightening promoted by the Central Bank, which bro...

The House may vote to overturn the presidential decree on the IOF, the STF will resume adjudication of the liability of big tech companies, and the CNPE may announce a change in the blends of gasoline and diesel
BRAZIL POLITICS · Report · 25 Jun 2025

The President of the Lower House, Hugo Motta (Republicanos-PB), announced that the House will vote today on a bill to overturn the presidential decree that raised the IOF (Financial Transactions Tax). If the bill does reach a floor vote today, it is likely to pass. The Supreme Federal Court (STF)...

Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 25 Jun 2025

Jun 11 President: Kazakhstan is ready to supply Slovakia with oil, gas, and uranium. Jun 13 Ministry of Foreign Affairs: The US has expressed its willingness to cooperate with Kazakhstan in the field of critically important minerals. Jun 14 Atomic Energy Agency: Rosatom will lead the consortium f...

Post-ceasefire economic update: recovery, risk, and resilience
ISRAEL · In Brief · 24 Jun 2025

After twelve days of fighting, during which the United States joined the attack on Iran’s nuclear facilities, a ceasefire came into effect that is likely to end the war. The war concluded with significant damage to Iran’s nuclear infrastructure and missile systems, without deteriorating into a br...

No change in the base rate today - the MNB has become more pessimistic about the inflation outlook
HUNGARY · In Brief · 24 Jun 2025

Today, the Monetary Council left the base rate unchanged at 6.5% and the interest rate corridor also an unchanged +/-1%-point around the base rate. After the meeting, governor Varga spoke about the main points of the Q2 inflation report, which is set to be presented in detail on Thursday this wee...

Justice Toffoli holds a hearing on compensation for victims of the INSS scheme, Haddad and Padilha address the new SUS program, and the Mines and Energy Ministry may announce new gasoline blend percentages
BRAZIL POLITICS · Report · 24 Jun 2025

Supreme Federal Court (STF) Justice Dias Toffoli has scheduled a conciliation hearing for today to address compensation for retirees and pensioners who were victims of fraudulent membership-related deductions from their INSS benefits. Today, Finance Minister Fernando Haddad and Health Minister Al...

Economics: Latest aggregate demand figures reflect contraction in several areas of the Mexican economy
MEXICO · Report · 24 Jun 2025

On Wednesday, June 18, aggregate demand and supply figures for the first quarter of 2025 were released showing that aggregate demand (equal to supply) contracted an annual -0.1% based on original figures. That slippage came mainly in response to a significant drop in gross fixed capital formation...

Entrenched polarization and other weekly topics
BRAZIL POLITICS · Report · 23 Jun 2025

The government may present party leaders with a proposal for a 10% across-the-board cut in tax benefits. According to Deputy Finance Minister Dario Durigan, the Manaus Free Trade Zone and personal income tax deductions would be preserved. Arthur Lira (PP-AL) is expected to present his report on t...

Politics: Tension on multiple fronts marks US-Mexican relations
MEXICO · Report · 23 Jun 2025

US-Mexican relations, while always having their ups and downs, are today marked by considerable tensions. Such tensions have been exacerbated in recent weeks due to Washington’s aggressiveness on three fronts. The first is immigration, with intensified ICE raids across the United States, a corres...

Poland and Ukraine spar over historiography: Ukraine’s WW II narratives trigger preventive Polish veto of EU and NATO accession
RUSSIA / FSU POLITICS · Report · 23 Jun 2025

• Poland is one of Ukraine’s strongest allies and highly opposed to Russia, but relations between Poland and Ukraine have been blighted by key issues. • Ukraine and Poland disagree over the commemoration of Ukrainian nationalists, who killed up to 100,000 Poles during WW II and afterwards. • Po...

Iran fires missiles at US airbase in Qatar—possibly a stage-managed retaliation
GULF COUNTRIES · In Brief · 23 Jun 2025

In the last hour, Iran has been firing missiles at Qatar. This is an evolving situation, but here are some very preliminary thoughts: Of all the potential targets in the region, Qatar and Al-Udeid Airbase are probably the best defended, including with Patriot batteries.The base, which houses up t...

Fast and furious
BRAZIL ECONOMICS · Report · 23 Jun 2025

“In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.” — Rudiger Dornbusch In 1992, when asked what the campaign strategy for then-candidate Bill Clinton would be, advisor James Carville famously replied: “It’s the econom...

The Ministry of Finance is expected to propose a 10% cut in tax benefits, the National Energy Policy Council is expected to discuss increasing the ethanol blend in gasoline, and the STF will have a busy week
BRAZIL POLITICS · Report · 23 Jun 2025

In an interview last week, Executive Secretary of the Finance Ministry Dario Durigan said the economic team is expected to present a proposal this week to the presidents of the Lower House and the Senate, as well as to party leaders, calling for a 10% across-the-board cut in tax benefits. Also sc...

The MNB’s tight policy course is vindicated—once again
HUNGARY · Report · 23 Jun 2025

In the past few weeks, this is the second time we are giving this title to a piece of research. The first occasion was when the May inflation data came out with an unexpected rise in the headline rate. But we are coming back to this same conclusion again, after all that has happened, and in view ...

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