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Events
Databanks
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Argentina databank May 13 -
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 16
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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
NEWS FLASH
WEBINAR - LATIN AMERICA: FISCAL PRESSURES AND POLITICAL SHIFTS...
COUNTRY INSIGHTS
Petrobras Board reviews the appointment of Caio Paes de Andrades as president, the House negotiates on the bill to establish an ICMS tax limit on key items, and the MDB and Cidadania confirmed support for Simone Tebet’s candidacy
BRAZIL POLITICS · Report · 25 May 2022
At Petrobras, an Extraordinary General Meeting (AGE) may be called to elect a new Board. Yesterday, the Chief of Staff, Ciro Nogueira, said that the new president of Petrobras needs to be able to change the company's board. In other words, more changes are expected. Deputies are discussing includ...
Kazakhstan’s consolidated budget in surplus in 4M22 as high oil price boosts revenues of the National Fund
KAZAKHSTAN · In Brief · 25 May 2022
The Finance Ministry reported that in 4M22 total revenues of the consolidated budget) accounted for 45.5% of the amended annual plan (KZT15.8 trln) and reached KZT7.2 trln. The consolidated budget comprises the republican budget, local budgets, and the National Fund net of mutual transfers. Expen...
Pandemic statistics update - May 25, 2022
CHINA ADVISORY · Report · 25 May 2022
China film box office revenue is bouncing around at low levels, down 88.3 percent YoY as of the most recent data, as lockdowns continue to impact attendance at cinemas. However, the traffic data from Shanghai and Beijing is mildly positive.
Marcos's economic team
PHILIPPINES · In Brief · 25 May 2022
We have it on good authority that the next finance secretary will be BSP Governor Benjamin Diokno. This is good news for financial markets. So far, President-elect Ferdinand Marcos, Jr.’s inspired choices for his economic team – Governor Diokno for Finance and economist Arsenio Balisacan for NEDA...
Erdogan wants his war in Syria
TURKEY · In Brief · 24 May 2022
Monday’s Cabinet meeting wasclosely watched by market participants, with the expectation that Erdogan would officially announce the details of inflation-linked TL bonds. He didn’t, instead he rolled out new populist measures, which smacked of an intention togo to polls early. He also had a surpri...
Russia bans American and British VIPs
RUSSIA / FSU POLITICS · In Brief · 24 May 2022
On May 23 Russia banned over 900 Americans from entering the country. This list includes actors and politicians. On May 24 it banned 154 members of the House of Lords. This is a reprisal for the UK banning members of the Russian Federal Council from entering the United Kingdom. Russian-born Lord ...
When the future feels hopeless
CHILE · Report · 24 May 2022
The March Monthly Index of Economic Activity (IMACEC) surprised both the market and the Central Bank on the upside. Nevertheless, the Bank recently revised the figures downward. The outlook for consumption is far from positive: the IMACEC showed a fifth consecutive fall in commerce. But a more g...
The government announced a change in command at Petrobras, João Doria withdraws from the presidential race, and the House may vote on the bill on fuel, electricity, communications and public transportation
BRAZIL POLITICS · Report · 24 May 2022
José Mauro Ferreira Coelho will be replaced by Caio Mário Paes de Andrade, assistant to Minister Paulo Guedes at the Ministry of Economy, where he held the position of Secretary of Debureaucratization. João Doria's withdrawal from the presidential race does not settle the issue in the third-way a...
Politics: The game plan behind the current political reform proposals and what comes next
MEXICO · Report · 24 May 2022
After President López Obrador presented his constitutional reform proposals in election-related matters, ostensibly to “put an end to fraud” and assure that “elections are clean and free,” the opposition PRI and PAN parties insisted emphatically that the proposed measures would not pass as they c...
The MNB is to slow down the pace of base rate hikes from now on
HUNGARY · In Brief · 24 May 2022
Exactly one-week ahead of the monthly rate-setting meeting, MNB vice governor Virág spoke in an interview today. He said the MNB will be unable to fully counteract the domestic impact of global inflationary pressures. He repeated governor Matolcsy's message, sent out a week ago, according to whic...
Russia on the brink of conquering Luhansk District
RUSSIA / FSU POLITICS · In Brief · 24 May 2022
On May 24 Russia intensified its attack around Luhansk. Taking the district is one of Russia's key war aims. The war has now been going on for three full months. Severodonetsk is the vortex of the war. The Ukrainian town is surrounded on three sides. There is only one bridge that the Ukrainians c...
Stronger Expansion of GDP in Brazil and External Risks
BRAZIL ECONOMICS · Report · 23 May 2022
Our estimate is that Brazil’s GDP in the first quarter grew by almost 1.3% (1.5% is the estimate of the GDP Monitor of FGV). With this, the chances are greater that the economy will expand by more than 1% in 2022. The objective of this Report is to analyze the external risks facing Brazil in the ...
Economics: Pemex and CFE back in the black on strong prices and forex effect but problems loom
MEXICO · Report · 23 May 2022
This month both the CFE and Pemex presented their results for the first quarter, which at first glance may appear strong. Just three months after a negative 4Q21 marked a 13th consecutive year of losses at the NOC, Pemex posted a 122.5 billion peso net profit, which is its best bottom line for a...
Leaders of Armenia and Azerbaijan meet
RUSSIA / FSU POLITICS · In Brief · 23 May 2022
The summit took place on May 22 in Brussels and was mediated by the European Union.The meeting of the joint commission on border demarcation will soon take place.The President of the European Council chaired the meeting. He also had separate meetings with the Azerbaijani president and Armenian pr...
Bolsonaro vs. Moraes and other weekly topics
BRAZIL POLITICS · Report · 23 May 2022
The House may vote on the bill that reduces the ICMS tax on electricity and fuel. The third-way parties (PSDB, MDB and Cidadania) discuss Senator Simone Tebet’s candidacy for the Planalto Palace. Guedes and Queiroga participate in the Davos Economic Forum. Four presidential polls will be publishe...