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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 Oct 31
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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 Oct 23
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Gulf Countries databank Nov 22
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Hungary databank Nov 21
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India databank Oct 30
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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
Ukrainian Foreign Minister in Beijing
RUSSIA / FSU POLITICS · In Brief · 23 Jul 2024
On July 23 Dymtro Kuleba held talks with Chinese officials. He will spend three days in China, which is a measure of how much importance Ukraine attaches to this diplomatic effort. Ukraine recently said that China could play a vital role in ending the conflict. It is hard to see what Kyiv can off...
Analysts expect a 25 bps base rate cut at tomorrow's (for Asian readers: today's) monthly rate-setting meeting
HUNGARY · In Brief · 22 Jul 2024
According to Portfolio.hu's usual analyst poll, nine out of eleven participants expect that the Monetary Council will reduce the base rate by 25 bps, to 6.75%, at tomorrow's meeting. The remaining two analysts predicted no change for the base rate in July. For end-2024, the median analyst expecta...
Reality check
CHILE · Report · 22 Jul 2024 · 1 response
The Central Bank's early-year optimism is losing steam. After progress in January and February, the next three consecutive IMACEC readings showed a negative trend. The overall negative effect of the IMACEC is particularly evident in the industrial sector. While the manufacturing sector declines, ...
Economics: Inflation is stubbornly high in Mexico even as it continues to cool in the US, and Banxico board members send mixed signals
MEXICO · Report · 22 Jul 2024
Inflation in Mexico is resisting any firm deceleration. It has rebounded yet again, climbing to 4.98% yoy in June in response to the combination of a strong increase in the non-core rate (+148 bps vs. May) and only minimal reductions in core inflation (-8 bps) mainly in response to the services c...
Support for Lula rises compared with previous administrations and other weekly topics
BRAZIL POLITICS · Report · 22 Jul 2024
Expectations regarding the detailing of the R$ 15 billion contingency announced by the government last week continue. Party conventions aimed at defining candidates and coalitions are ongoing. Finance Minister Fernando Haddad participates in the G20 meeting in Rio de Janeiro. This week's Talki...
Politics: Sheinbaum presents fourth round of cabinet appointments
MEXICO · Report · 22 Jul 2024
This past week President-Elect Claudia Sheinbaum presented the fourth round of her cabinet appointments. The latest additions were the incoming ministers of Labor, Tourism, and Culture, and the director of the Office of the Presidency. The spacing of the cabinet appointments over a several-week ...
Neither Fish nor Fowl
BRAZIL ECONOMICS · Report · 22 Jul 2024
The impact of floods in the southern part of the country on economic activity was apparently lower than expected, indicating a less pronounced slowdown in the second quarter. However, we note that in the regional monthly services survey (PMS), the estimate for services volume in Rio Grande do Sul...
Azerbaijan reopens embassy in Iran
RUSSIA / FSU POLITICS · In Brief · 22 Jul 2024
On July 15 the embassy began work again. It was closed in January 2023 after a gunman shot 3 people there: killing the head of security and wounding two guards. The motive for the killing is unclear. The wife of the gunman allegedly disappeared when she visited the embassy. But Azerbaijan said it...
The PSD formalized Mayor Paes’s re-election candidacy, Ibama employee representatives will meet with the government to discuss salary proposals, and the Voa Brasil program is expected to offer flights at lower rates
BRAZIL POLITICS · Report · 22 Jul 2024
The PSD formalized on Saturday, July 20, the candidacy of Mayor Eduardo Paes for re-election. As expected, the party did not delve into the main drama of the pre-election period in the city: the choice of Paes's running mate. This decision is expected to be made by August 5. Today, representative...
Debt Restructuring Deal Reached
UKRAINE · In Brief · 22 Jul 2024
Ukrainian authorities and private bondholders have reached an agreement on debt restructuring. Details are already in all media outlets: nominal losses of 37%, bond repayments starting in 2029, and coupon payments from 2025 (starting with 1.75% in 2025). Sources informed about the negotiations co...
Rental price inflation accelerates, and the labor market tightens
ISRAEL · Report · 22 Jul 2024
1. Uncertainty regarding a potential cease-fire persists, as Israel targets Yemen in retaliation for a drone attack on Tel Aviv. 2. Housing rental prices accelerated in June, pushing core inflation higher. 3. The labor market remains tight, with unemployment low and job vacancies high.
Rental price inflation accelerates and the labor market tightens; shekel weakens slightly as hostilities continue
ISRAEL · In Brief · 21 Jul 2024
Geopolitics: Israel bombed strategic sites in Yemen (oil refineries and other facilities at the Hodeida port) in retaliation to the Houthi drone attack on Tel Aviv (killing one Israeli and wounding several people). On Sunday, missiles fired at Eilat were intercepted. Netanyahu is set to travel to...
Russia and Ukraine exchange prisoners
RUSSIA / FSU POLITICS · In Brief · 20 Jul 2024
On July 18 the two warring nations each received 95 Prisoners of War (POW) back. Both governments confirmed the exchange took place. There was also an exchange in June 2024. There have been 54 exchanges since the start of the war. The corpses of soldiers have also been exchanged. One of those se...
The Lukoil case: Zelensky is shooting back at Orbán, but beware of the ocean of false information on the subject
HUNGARY · In Brief · 20 Jul 2024
Starting two days ago, Ukraine stopped transiting crude oil shipments from Russia's Lukoil through the southern branch of the Druzhba pipeline towards the Czech Republic, Hungary and Slovakia. This is because Lukoil was put on Ukraine's sanction list by a presidential decree issued in late June. ...
Ukrainian sanctions cut off Russian oil to Hungary and Slovakia
RUSSIA / FSU POLITICS · In Brief · 20 Jul 2024
On July 18 it was reported that the Russian supermajor Lukoil can no longer send its oil via pipelines through Ukraine. It may seem astonishing that Ukraine allowed this for two and a half hears in the war. Hungary and Slovakia stated that Lukoil was not delivering any oil now. Slovakia and Hunga...