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COUNTRY INSIGHTS

Haddad rules out a broad fiscal package and denies a Bolsa Família hike, the PT signals support for the INSS CPI with a focus on the past administration, and Congress prepares for key committee meetings on tax reform and AI
BRAZIL POLITICS · Report · 16 May 2025

Yesterday, May 15, Finance Minister Fernando Haddad addressed reports of a possible fiscal adjustment package. In conversations with journalists, he stated that the ministry is actually working on targeted measures to help meet the 2025 fiscal target. The PT leader in the Senate, Senator Rogério ...

Understanding Argentina's current stance on exchange rate and monetary policies
ARGENTINA · Report · 16 May 2025

The economic policies enacted by Argentina’s government since December 2023 have been successful on many fronts, but there are storm clouds on the horizon that cannot be ignored. The most important achievement so far has been fiscal consolidation. However, while impressive and strictly necessary ...

One battle won, but the war will continue
ECUADOR · Report · 15 May 2025

In an inaugural session of Congress presided over by Anabella Azin, President Noboa’s mother, the official party ADN achieved total control (as of now) of the Assembly, placing Nils Olsen as president and Mishel Mancheno as first vice president. It also gained a majority in the important Administ...

Lula questions China on TikTok and digital harms, Senate hears minister on INSS fraud and unauthorized deductions, and nearly half a million retirees file complaints over benefit irregularities
BRAZIL POLITICS · Report · 15 May 2025

Yesterday, May 14, during a conversation with journalists, President Lula said that he questioned Chinese President Xi Jinping about TikTok. According to him, First Lady Janja da Silva spoke during the dinner to explain what is happening in Brazil, “especially against women and children,” in rela...

May 12 elections: A wake-up call to BBM and an audience for progressive thoughts
PHILIPPINES · Report · 15 May 2025

A quick glance at the results of the Philippines’ May 12 mid-term elections shows initial signs that the Filipino electorate has started repudiating movie stars and game show hosts, political dynasties, deadwood, and those suspected of plunder and corruption. The formula of name recall, political...

Economic growth in 4M25 looked strong y-o-y amid a low base effect
KAZAKHSTAN · In Brief · 15 May 2025

The Bureau of National Statistics announced that the short-term indicator (a monthly proxy of economic activity that includes industry, agriculture, construction, transportation, trade, and IT/communication segments) grew by 8.5% y-o-y in 4M25. To remind the m-o-m statistics are unavailable for t...

Israel’s April CPI due today: we expect 0.6% rise—ceasefire progress may influence BOI policy
ISRAEL · In Brief · 15 May 2025

The Central Bureau of Statistics is expected to release April’s Consumer Price Index (CPI) data today, and our expectation is for a 0.6% monthly rise, bringing the annual inflation rate to around 3.1%. Seasonal drivers behind the headline figure While 0.6% may appear elevated, April is traditiona...

Peru: Cabinet crisis
PERU · In Brief · 14 May 2025

Under pressure from Congress, last night President Dina Boluarte sacked two ministers, the highly respected Finance Minister, José Salardi, and the Interior Minister, Julio Diaz. Apparently, she was looking for support from political groups to avoid an impeachment of her loyal Prime Minister Gust...

Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 14 May 2025

Apr 30 Energy Ministry: Kazakhstan is considering an increase of oil supplies to Germany to 2.2 mln tons in 2025 (vs initially planned 1.5 mln tons). Parliament: The Lower Chamber has approved a new Tax Code, which assumes VAT increases up to 16%. Ministry of Foreign Affairs: Kazakhstan introduce...

Blow hot and cold
BRAZIL ECONOMICS · Report · 14 May 2025

The minutes from last week’s Copom (Monetary Policy Committee) meeting sounded more ambiguous than the statement released at the time. The tone of the original document, which by design is much less detailed than the minutes, suggested a high probability that the Committee would opt to maintain t...

Lula defends alternative to dollar during China visit, Congress prepares for income tax reform debate amid fiscal constraints, and US-China trade truce begins impacting global markets
BRAZIL POLITICS · Report · 14 May 2025

President Lula begins his return trip to Brazil today, after making official visits to Russia and China. In the final leg of the trip, Lula advocated for countries to find “a currency or a basket of currencies that allows business to be conducted without depending on a single currency,” referring...

Powerful growth rebound in March shouldn’t raise expectations
DOMINICAN REPUBLIC · Report · 14 May 2025

Economic activity growth in March was notably better than in the previous four months. The Central Bank reported a y/y increase of 5.4% in the monthly level of economic activity. But this figure should not raise hopes that the economy will experience a significant growth acceleration in the comin...

Slide Presentation - Panama in Focus: US Relations, Canal Strategy and Fiscal Discipline
PANAMA · Presentation · 14 May 2025

How will US-Panama relations and US tariffs impact Panama’s economy? What strategy will be applied to the Panama Canal amid disruptions in global commerce? What's ahead for fiscal policy? Will Panama be able to navigate these challenges and protect its growth and investment grade? Get insight int...

Lula secures Chinese investments during the CELAC forum, Brazil negotiates a TikTok data center project tied to energy infrastructure, and the opposition files a request for a Joint CPI on the INSS fraud
BRAZIL POLITICS · Report · 13 May 2025

President Lula continues his official agenda in China. Yesterday, May 12, Apex Brasil announced that R$ 27 billion in investments in Brazil were secured from Chinese companies. The government highlighted investment commitments from automaker GWM and the Chinese delivery platform Meituan. The Mini...

Economics: First quarter public finances surprisingly favorable yet unsustainable for the rest of the year, with scant room to contain spending
MEXICO · Report · 13 May 2025

Mexico's public finances delivered favorable results in the first quarter of 2025, driven by a substantial increase in non-oil tax revenues (real annual +17.8%) and a contraction in public spending (real annual -5.9%), a performance facilitated by calendar effects. But despite such a positive sho...

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