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
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- TURKEY
- UKRAINE
- VENEZUELA
Events
Databanks
-
Argentina databank Nov 7 -
Brazil Economics databank Nov 15
-
Central America databank Oct 31
-
Chile databank Oct 23
-
China databank Mar 21
-
Colombia databank Nov 6
-
Dominican Republic databank Nov 20
-
Ecuador databank Oct 23
-
Gulf Countries databank Nov 22
-
Hungary databank Nov 21
-
India databank Oct 30
-
Mexico databank Nov 15
-
Panama databank Sep 11
-
Peru databank Oct 15
-
Philippines databank Nov 8
-
Russia Economics databank Nov 13
-
South Africa databank Nov 1
-
Turkey databank Sep 18
-
Ukraine databank Nov 12
-
Venezuela databank Nov 5
NEWS FLASH
UPCOMING WEBINAR - LATIN AMERICA IN 2025: HOW WORRIED SHOULD WE BE?...
COUNTRY INSIGHTS
Synthesis of the Brazilian Economy
BRAZIL ECONOMICS · Report · 06 May 2024
OVERVIEW ABUNDANCE OF ALERTS After a month of exhausting and ultimately futile friction with Congress, a melancholic manifestation summoned for Worker’s Day was added to an extensive list of alerts that President Lula has been receiving about the efficacy – and the costs – of his governing st...
Beneath the diplomatic stand-off between the Philippines and China
PHILIPPINES · Report · 06 May 2024
This report adds new information about the economic implications of the China-Philippines maritime conflict to our previously published report "Diplomatic stand-off between the Philippines and China". It is best to consider that since the dispute is diplomatic, the solution should remain diplo...
An intense week in the Legislature and other weekly topics
BRAZIL POLITICS · Report · 06 May 2024
This will be a busy week in Brasilia. Arthur Lira may announce the analysis of Tax Reform regulations. In the Senate, the bill that issues R$15.4 billion in credit for the government may be put to a vote. Congress meets to analyze presidential vetoes. The STF resumes adjudication of the state-own...
Politics: Impact of the second presidential debate and a troubling legislative agenda
MEXICO · Report · 06 May 2024
The second of three presidential candidates’ debates was held on April 28. Unlike the first event on April 7, in which Xóchitl Gálvez was widely seen as having squandered a crucial opportunity to eat into Claudia Sheinbaum’s lead, this time the opposition coalition nominee appeared better prepare...
Mulino's triumph and prospects for reforms ahead
PANAMA · In Brief · 06 May 2024 · 2 responses
As we forecast in our previous report, José Raúl Mulino was elected President of the Republic of Panama for the period July 2024 to June 2029. He garnered 34.3% of the vote, nearly ten percentage points ahead of Ricardo Lombana, who might have won if there were a runoff. Mulino, whose electoral s...
Kazakhstan macro: economic growth to moderate amid limited stimulus, murky stats
KAZAKHSTAN · Report · 06 May 2024
According to the Bureau of National Statistics of Kazakhstan, the short-term indicator (a monthly proxy for overall economic activity) grew by 4.7% y-o-y in 1Q24. It grew by 5.1% in 2023. The short-term indicator incorporates the segments of industry, agriculture, construction, trade, transportat...
Lira should announce the Working Group on Tax Reform regulation, Congress will analyze presidential vetoes on Thursday, and the STF should resume adjudication of the ADI on the state-owned companies law
BRAZIL POLITICS · Report · 06 May 2024
The president of the House, Arthur Lira (PP-AL), is expected to announce the creation, composition, rapporteur, and agenda of the Working Group on PLP nº 68/24, the government's first proposal to regulate Tax Reform. According to Lira, the goal is to approve all regulations before Congress recess...
Inflation continues to trend downward. For this trend to solidify, the process of the removal of exchange controls must be clearly outlined.
ARGENTINA · Report · 06 May 2024
The monthly inflation rate reported by INDEC for April is expected to be around 8.5%, three percentage points higher than the estimates based on online prices. This disparity is attributed to adjustments in prices and utility tariffs previously heavily controlled and distorted by the former gover...
Increasing indications of slowing growth
ISRAEL · Report · 06 May 2024
1. Economic indicators appear mixed, with signs of slowing growth ahead. 2. We continue to expect inflation to accelerate, limiting the possibility of monetary easing. 3. The shekel continues to fluctuate on shifting expectations regarding a possible cease-fire.
Signs of slowing growth; growth pessimism regarding a cease-fire
ISRAEL · In Brief · 06 May 2024
Geopolitics: Expectations regarding a possible cease-fire continue to shift from some optimism to recently more pessimism, as Netanyahu refuses to agree to the end of the operation and total withdrawal from Gaza. Israel is preparing for an operation in Rafah, or at least pressure Hamas to agree t...
Diplomatic stand-off between the Philippines and China
PHILIPPINES · Report · 06 May 2024
The economic implications of the maritime and diplomatic stand-off between the Philippines and China cannot be overemphasized. Since the Philippines is expected to continue documenting and exposing similar attempts of China to expand its territories, and China would invariably deny them, the sign...
Spring is in the air
TURKEY · Report · 05 May 2024 · 1 response
In this econ-only Tracker, we provide a quick rundown of the past week’s data releases and developments. Growth indicators softened somewhat in April, while both March final and April preliminary trade data pointed to a visible deterioration in the core trade balance. As an aside, Turkey halte...
Georgia rocked by protest against foreign agents' bill
RUSSIA / FSU POLITICS · In Brief · 05 May 2024
In May 2024 there were ongoing protests in Tbilisi attended by tens of thousands of people. This is enormous in a country of 5 million people. Some demonstrators combined their protest with attending the Orthodox Easter vigil. Some say the bill is reminiscent of Russia's Foreign Agent Law. The po...
Kyrgyzstan and Tajikistan tell their people: do not go to Russia
RUSSIA / FSU POLITICS · In Brief · 04 May 2024
On May 2 Kyrgyzstan made the announcement. Tajikistan did so on April 28, 2024. This is in the wake of the Crocus City Hall terrorist attack that killed 144 people. 11 Tajik men face trial for this. Central Asians who go to Russia face intense questioning at border control and having their lugga...
Lower inflation a key to quieting business fears
PHILIPPINES · In Brief · 04 May 2024
By this time, many publicly-listed companies in the Philippines have held or about to hold their annual shareholders’ meeting to report on the previous year’s business performance. So far, the reports were more than encouraging with earnings beating the previous year’s post-pandemic record. Their...