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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 Nov 29
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Gulf Countries databank Nov 29
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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
Ukraine claims Russia pushed back from Kharkiv
RUSSIA / FSU POLITICS · In Brief · 11 May 2022
On May 11 Ukraine said that the Russian Army had been driven back from Ukraine's second city. Russia has lost the high ground near Kharkiv making it harder to shell the city. On May 10 the US House of Representatives voted for a USD 40 billion aid package for Ukraine. The US Senate has to vote on...
New car sales down 78% Y o Y in Russia
RUSSIA / FSU POLITICS · In Brief · 11 May 2022
On May 11 statistics showed that car sales fell drastically in April 2022. The Association of European Businesses published figures. There was a 60% Y o Y drop in March 2022. It demonstrates that the impact sanctions is gradually being felt more and more. Note that the sale of second hand car is ...
Pressure from public servants for a salary raise continues, Bento Albuquerque resigns from the Ministry of Mines and Energy, and two new polls on the presidential election will be published today
BRAZIL POLITICS · Report · 11 May 2022
Federal police officers will hold a demonstration in favor of a salary raise on Thursday. On Friday, foreign trade analysts will meet and may go on strike on May 17. Specialists in public policy and management, in addition to planning and budgeting for their careers, have scheduled a strike for M...
Putin's Victory Day Speech is surprisingly unremarkable
RUSSIA / FSU POLITICS · In Brief · 10 May 2022
May 9 Russia marked the 77th anniversary of the defeat of Germany. There was a significantly scaled down parade. Putin repeated the message he has been saying for 11 weeks: Ukraine is run by Nazis, and the war was forced on Russia by NATO aggression. He claimed that this war is 1941 all over agai...
Diesel price hike brings back rumors of a truckers’ strike, Pacheco will meet with state finance secretaries about the ICMS tax on fuel, and the House may analyze six provisional measures
BRAZIL POLITICS · Report · 10 May 2022
The price hike also increases pressure for a bill that has already been passed in the Senate and is currently in the House on a transportation subsidy for the elderly. The president of the Senate, Rodrigo Pacheco, will meet with state finance secretaries on Thursday. The states want to show that ...
Continued bad news on inflation and the budget
HUNGARY · In Brief · 10 May 2022
Yesterday, we had some good news on growth (industry, exports, retail sales) and some bad news on equilibrium (trade balance). This morning, further bad news is to be reported on equilibrium, obviously the problem area in these days.First, CPI-inflation was 1.6% mom, 9.5% yoy in April, the latter...
Game over. Marcos Jr. wins.
PHILIPPINES · In Brief · 10 May 2022
The unofficial, partial tally as of the afternoon of May 10 showed Ferdinand Marcos, Jr. garnering over 30 million votes, equivalent to an almost 60% share. His closest rival, Vice President Leni Robredo who received less than half his votes had said, in what sounded like a concession statement, ...
Bahamas Article 4 IMF review supports our view that Bahamas economic situation is better than the global markets seem to believe
JAMAICA / BAHAMAS · In Brief · 09 May 2022
I have been reviewing The Bahamas economic situation for a number of weeks. I hope to issue a full report soon but a review of the IMF article 4 report will now take priority. I am not going to go through every aspect now, but the bottom line is that the IMF report supports my view that The Baham...
Projections for 2022: Stronger Growth and Higher Inflation
BRAZIL ECONOMICS · Report · 09 May 2022
It is part of economists’ fate to periodically adjust their projections. In 2022, the Brazilian economy should grow by around 1%, surpassing the previous estimate of 0.7% from the last Focus report (04/29/2022). However, considering that at the end of 2021, the country’s income per capita was mor...
Politics: Despite it all, the labor situation is stable, as is the country’s long ossified union movement
MEXICO · Report · 09 May 2022
López Obrador has gotten things right when it comes to labor policy. Even most of the government’s critics recognize this is the area in which the administration can claim its most notable achievements. A broad consensus holds that the new law on outsourcing, which was approved with the suppo...
Fiscal surplus in April + institutional demand for FX continues
ISRAEL · In Brief · 09 May 2022
Fiscal deficit down to 0.6% GDPThe Minister of Finance Liberman revealed yesterday that the fiscal numbers in April continue to surprise on the positive side, reflecting a fiscal surplus in the first four months of the year. The fiscal deficit in the last 12 months declined to 0.6% GDP (May 21 th...
Spending ceiling under attack and other weekly topics
BRAZIL POLITICS · Report · 09 May 2022
The Senate will focus on holding confirmation hearings for official appointments. A meeting of the National Congress is planned to analyze presidential vetoes. Four polls on the presidential elections will be published. In terms of the economy, the Central Bank publishes the minutes of the most r...
United Kingdom imposes additional sanctions on Russia
RUSSIA / FSU POLITICS · In Brief · 09 May 2022
On May 8 London said there will be higher tariffs on GBP 1.4 billion worth of goods from Russia and on exports to Russia worth GBP 250 million.The UK Finance Minister said that the value of the products that will face these tariffs is GBP 4 billion. The UK is raising tariffs on platinum and palla...
Relatively good news today: industry, exports, sanction talks in the EU
HUNGARY · In Brief · 09 May 2022
The first data since the start of the war is coming out. Industrial output fell by a marginal 0.1% mom seasonally and day-adjusted in March, which implies 4.1% yoy growth on the same basis. This is quite good, compared to Germany's -3.9% mom, -3.5% yoy, given significant vertical integration betw...
The rapporteur of the income tax bill will meet with the president of the Senate, Congress reviews sixteen presidential vetoes, and the federal police has scheduled various demonstrations for the coming weeks in favor of salary raises
BRAZIL POLITICS · Report · 09 May 2022
The income tax debate returned to the agenda due to the approval of the national nursing salary floor. The rapporteur of the income tax bill stated that he is in favor of reducing corporate taxes and the taxation of unearned profits and dividends. He would like to “downsize” the text that was app...