Services
GLOBAL COVERAGE
- ARGENTINA
- BRAZIL ECONOMICS
- BRAZIL POLITICS
- CAUCASUS / CENTRAL ASIA
- CENTRAL AMERICA
- CHILE
- CHINA
- CHINA ADVISORY
- CHINA FINANCIAL
- COLOMBIA
- DOMINICAN REPUBLIC
- ECUADOR
- GULF COUNTRIES
- HUNGARY
- INDIA
- INDONESIA
- ISRAEL
- JAMAICA / BAHAMAS
- KAZAKHSTAN
- MEXICO
- NIGERIA
- PANAMA
- PERU
- PHILIPPINES
- POLAND
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- TURKEY
- UKRAINE
- VENEZUELA
Events
Databanks
-
Argentina databank Apr 15 -
Brazil Economics databank Apr 14
-
Central America databank Mar 31
-
Chile databank Apr 7
-
China databank Mar 21
-
Colombia databank Mar 5
-
Dominican Republic databank Mar 20
-
Ecuador databank Mar 21
-
Gulf Countries databank Apr 17
-
Hungary databank Mar 21
-
India databank Mar 24
-
Mexico databank Mar 25
-
Panama databank Jan 28
-
Peru databank Mar 5
-
Philippines databank Apr 8
-
Poland databank Feb 26
-
Russia Economics databank Apr 11
-
South Africa databank Apr 7
-
Turkey databank Dec 24
-
Ukraine databank Mar 6
-
Venezuela databank Feb 4
NEWS FLASH
UPCOMING WEBINAR: CHINA’S OUTLOOK IN THE TIME OF TRADE WARS...
COUNTRY INSIGHTS
China’s "drip-drip" stimulus
CHINA ADVISORY · Report · 01 Oct 2024
The PBOC announced a series of measures that some compared (with a modicum of hyperbole) to a bazooka. Bloomberg said it was a “massive adrenaline shot." One reporter said he was at the press conference “typing with nervous fingers.” The market took the announcements on board, with the CSI 300 In...
Lula attends the Mexican President’s inauguration, the Minister of Finance holds a meeting to discuss advertising for betting platforms, and the Senate Economic Affairs Committee discusses Tax Reform
BRAZIL POLITICS · Report · 01 Oct 2024
President Lula continues his agenda in Mexico. Today, he will attend the inauguration of President Claudia Sheinbaum. Afterward, he will return to Brazil. The Minister of Finance, Fernando Haddad, will hold a meeting this afternoon to discuss advertising for betting platforms in the country. Betw...
The new ways of services exports
INDIA · Report · 01 Oct 2024
The most important success of the Indian economy lies in IT and in a wide array of services exports enabled by IT. This field began with global firms contracting out to specialized IT services firms that had specialized abilities in operating in India. There is now an increasing shift to "Global ...
The Central Bank lowers the monetary policy rate again
DOMINICAN REPUBLIC · In Brief · 01 Oct 2024
The monetary policy rate in October 2024 will be 25 basis points lower than in the previous month. Yesterday, the Central Bank decided to set the monetary policy rate at 6.50% per year. Additionally, the liquidity expansion facility rate (1-day Repos) is being lowered from 7.25% to 7.00% per year...
SAUDI ARABIA: Deficit projections widen in pre-budget statement
GULF COUNTRIES · Report · 01 Oct 2024 · 2 responses
The Ministry of Finance has revised up its projection for expenditure this year, driven by social benefits and goods & services, and in turn sees the deficit widening to -2.9% of GDP. It also sees wider deficits in subsequent years, averaging -2.7% of GDP in 2025-27.
New uncertainty
VENEZUELA · Report · 01 Oct 2024
Venezuela is in limbo and not. It is in limbo because the National Electoral Council has not published the results of our past elections in accordance with the law, and the Supreme Court's ruling designating Nicolás Maduro the victor was illegal. This awarded Maduro with power but no legitimacy a...
Essential CIS Politics: October 2024
RUSSIA / FSU POLITICS · Report · 01 Oct 2024
* Putin announces change in Russian nuclear doctrine. * Russia’s relationship with Iran gets complicated. * Russian troops entered Vuhledar as Ukraine seeks aid in the US. * Armenia claims it thwarted a coup attempt. * Azerbaijan holds elections—including in Nagorno-K...
The upcoming municipal elections and other weekly topics
BRAZIL POLITICS · Report · 30 Sep 2024
This is the final week of the municipal election campaign before the first round, which will take place next Sunday. President Lula will attend the inauguration of Claudia Sheinbaum as the president of Mexico. In the Senate, the Economic Affairs Committee continues its public hearings on Tax Refo...
Fiscal Easing Complicates the Central Bank’s Work
BRAZIL ECONOMICS · Report · 30 Sep 2024
The economy is growing faster than its potential, as confirmed by labor market data. In August, the unemployment rate, adjusted for seasonal effects, reached the lowest level in the series. However, the preliminary inflation data for September showed favorable signs, which we believe are temporar...
Hopes deferred
CENTRAL AMERICA · Report · 30 Sep 2024
El Salvador’s short-term economic outlook looks less hopeful we projected in our April 2024 report, after analyzing H1 trends. Deviation from key assumptions we made in the April forecasting exercise has turned perspectives less favorable. The eventual better performance that we expected either c...
Markets shrug at the Lebanon conflict, but are underestimating the risks
GULF COUNTRIES · Report · 30 Sep 2024
Markets have shrugged off the risks from the conflict in Lebanon, including the killing of Hezbollah's leader and a pending ground invasion. Hezbollah may not be as weakened as thought and, although Iran has shown restraint until now, this may be a step too far. Lots of human suffering is ahead. ...
More opposition to diversion of P89.9 billion to PhilHealth
PHILIPPINES · In Brief · 30 Sep 2024
A couple of days ago, former high-ranking officials including former cabinet secretaries joined the broadening section of Philippine society by issuing a statement opposing the diversion of P89.9 billion of the Philippine Health Insurance Corporation (PhilHealth) funds to the National Treasury to...
Politics: New Morena leadership, with Sheinbaum increasingly fenced in by AMLO and a highly disparate party
MEXICO · Report · 30 Sep 2024
A week ago, 3,000 delegates to a Morena party congress were called upon to raise their hands to endorse a new national executive committee, whose composition the national leadership only read out immediately before the seemingly unanimous vote. The new leadership is heavily stacked with AMLO loya...
This is the last week for municipal campaigns, the Senate will hold Galípolo’s confirmation hearings on October 8, and the priority in the House is the second Tax Reform regulation bill
BRAZIL POLITICS · Report · 30 Sep 2024
This is the last week of the municipal election campaign period before the first round, which will take place next Sunday. The campaign period ends on Thursday (October 3). On October 8, according to Senate President Rodrigo Pacheco (PSD-MG), the Senate floor will analyze Gabriel Galípolo's appoi...
Economics: The Mexican economy continues to lose steam; Banxico lowers the reference rate by 25 bp
MEXICO · Report · 30 Sep 2024
Indicators published over the course of September have shown the Mexican economy accentuating its slowdown. Industrial sector growth trickled to a mere +0.6% in July, as did manufacturing, while that of aggregate supply and demand sputtered to just shy of a single percentage point in the second q...