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Events
Databanks
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Argentina databank Oct 28 -
Brazil Economics databank Sep 15
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Central America databank Oct 29
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Chile databank Oct 29
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China databank Mar 21
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Colombia databank Oct 1
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Dominican Republic databank Oct 21
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Ecuador databank Oct 23
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Gulf Countries databank Oct 31
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Hungary databank Oct 17
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India databank Jun 26
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Mexico databank Oct 21
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Panama databank Jul 17
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Peru databank Sep 29
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Philippines databank Oct 8
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Poland databank Sep 29
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Russia Economics databank Oct 16
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South Africa databank Oct 3
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Turkey databank Oct 27
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Ukraine databank Aug 15
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Venezuela databank Oct 6
NEWS FLASH
UPCOMING WEBINAR - NAVIGATING AN OIL GLUT: FISCAL AND RATING RISKS FOR ...
COUNTRY INSIGHTS
Is China open for business?
CHINA ADVISORY · Report · 16 Oct 2025
China’s rising equity markets and the improving atmosphere in US-China relations is convincing some foreign funds to return to China. They are also attracted to the success of companies such as DeepSeek and BYD and the expansion of robotics, which suggest China’s economy is improving. However, I ...
Kazakhstan macro: Concerned about inflation, the NBK turns more radical
KAZAKHSTAN · Report · 16 Oct 2025
A few days ago, the National Bank of Kazakhstan raised the base rate by 150 bps to 18%. While a rate hike was anticipated, its magnitude exceeded expectations, as markets predicted a 50-to-100 bps increase. The NBK cited rising inflation as its primary concern, as it reached 12.9% y-o-y in Septem...
Lula’s administration announced the dismissal of political appointees tied to the Centrão, Gonet called for the reopening of the investigation into Abin, and the US and Brazilian governments will discuss the tariff hikes
BRAZIL POLITICS · Report · 16 Oct 2025
The administration has announced the dismissal of political appointees tied to members of the centrist bloc (“Centrão”). Yesterday, during events in Bahia, Lula said Congress had never reached such a low level of quality. Yesterday, former President Jair Bolsonaro suffered another setback. Prosec...
Israel September CPI – a sharp downside surprise strengthens the case for rate cuts
ISRAEL · In Brief · 16 Oct 2025
September CPI surprise: inflation eases sharply to 2.5%, driven by stronger shekel and seasonal factors Israel’s consumer price index fell by 0.6% in September, double our forecast for a 0.3% decline. As a result, annual inflation eased to 2.5%, its lowest since February 2024. The decline clearly...
Peru's President Jerí's new cabinet
PERU · In Brief · 15 Oct 2025
Last night, the new president, José Jerí, took oath to his new Cabinet, consisting of 18 new ministers. Ahead of the Oath Ceremony at the Presidential Palace, Jerí said that none of the previous ministers would be included and his was a “transition Cabinet and of national reconciliation.” Overall...
Alcolumbre will meet today with Haddad to discuss the PLDO, Haddad should meet with Lula to discuss the alternatives to MP 1,303, and the selection of Barroso’s successor on the STF is stirring political activity
BRAZIL POLITICS · Report · 15 Oct 2025
Senate President Davi Alcolumbre (União-AP) confirmed that he will meet today with Finance Minister Fernando Haddad to discuss the Budget Guidelines Bill (PLDO). The PLDO has been awaiting a vote in committee for several weeks. Regarding alternatives to MP 1,303, a meeting between President Lula ...
CIS Essential Politics: October 1-15
RUSSIA / FSU POLITICS · Report · 15 Oct 2025
- Ukrainian strikes force halt of operations at four major Russian refineries. - Ukraine has a USD 20.5 bn repair backlog after years of strikes against its energy infrastructure. - Putin apologizes to Aliyev as part of détente, signaling end of the diplomatic crisis. - Rus...
Game changer?
VENEZUELA · Report · 15 Oct 2025
María Corina Machado will receive the 2025 Nobel Peace Prize in December. Although her nomination was known since last year and her track record fits the appropriate profile, the news was a general surprise, triggering three interconnected dynamics: Machado's challenge to maximize the impact ...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 15 Oct 2025
Oct 2 OPEC+: Kazakhstan's "debt" to compensate for the shortfall in OPEC+ production rose to 2.9 mln bpd, with “repayment” peaking in the 1H26. Energy Ministry: Kazakhstan is not yet meeting OPEC+ compensation schedules, but is making every effort. KMG: Kazakh oil supplies via the Baku-Tbilisi-Ce...
Economics: New energy sector regulations open doors to private investment, but the legal uncertainty is too off-putting
MEXICO · Report · 14 Oct 2025
Decrees that appeared in the October 3 Official Gazette of the Federation contain regulations for six secondary laws in the energy sector: the Energy Planning and Transition Law, the Hydrocarbons Sector Law, the Electricity Sector Law, the Biofuels Law, the Geothermal Energy Law, and the Hydrocar...
Politics: Fraud and extortion continue to rise, with a very low percentage of victims reporting these offenses
MEXICO · Report · 14 Oct 2025
Two Mexican government reports reveal the reality of crime in the country, the victims and their responses, and public security perception on the part of the population. INEGI has just published its 2025 Survey on Victimization and Public Security Perception. It is based on household surveys and ...
Rational immunization
BRAZIL ECONOMICS · Report · 14 Oct 2025
Economic activity has proven stronger than anticipated in recent years, despite expectations of a slowdown in light of monetary policy supposedly operating in a restrictive stance. The repeated forecasting errors observed over the past four years also suggest a certain degree of persistence. ...
Foreign Minister Vieira arrives in Washington DC to discuss the tariff hike, the Senate is reviewing a bill that creates a fund to modernize the federal judiciary, and the STF begins trial of “Group 4” of the attempted coup
BRAZIL POLITICS · Report · 14 Oct 2025
Following the meeting between President Lula and U.S. President Donald Trump, the possibility of a meeting between Brazil’s Foreign Minister Mauro Vieira and U.S. Secretary of State Marco Rubio was announced. The meeting could take place later this week. Yesterday, Supreme Federal Court (STF) Chi...
In Congress, 2026 has already begun and other weekly topics
BRAZIL POLITICS · Report · 14 Oct 2025
President Lula is expected to meet with his team to discuss alternatives to Provisional Measure (MP) No. 1,303/25, which addressed the taxation of betting platforms and tax-exempt securities but was struck down in the Lower House. The rapporteur of the bill setting sentencing guidelines for those...
Inflation forecast revised up
VENEZUELA · Report · 14 Oct 2025
We revise up our projections for 2025–2026, reflecting the renewed spiral of inflation and devaluation. The gap between export revenue—limited and with a bearish bias—and a still-strong demand for foreign exchange further weakens the BCV’s ability to defend the bolivar. Since mid-September, the c...