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
Preferences leaning center-right in the municipal elections and other weekly topics
BRAZIL POLITICS · Report · 01 Apr 2024
This will be a slow week in the National Congress due to the party window, when party members can change parties without losing their mandate. Rodrigo Pacheco and Fernando Haddad may return to discussing state debt. This week's Talking Points: * Michelle Bolsonaro in the 2026 election...
CHP’s astounding victory confounds politicians, analysts and Yours Truly
TURKEY · In Brief · 01 Apr 2024 · 1 response
With each passing hour, a different aspect of CHP’s local election victory emerges from the details of final tallies, confounding the political class, and of course humble analysts, like myself. I shall provide fuller account of the magnitude of the victory, focusing in this Brief on political an...
This will be a slow week in Congress, Pacheco and Haddad will meet to discuss the states’ federal debt, and the LDO must be submitted to Congress by April 15
BRAZIL POLITICS · Report · 01 Apr 2024
This week will be slow in the Lower House due to the party window, which ends on Friday, April 5. The president of the House, Deputy Arthur Lira (PP-AL), decided to suspend all in-person activities in the House this week because of the party window. The president of the Senate, Rodrigo Pacheco (P...
A rate cut next week appears likely, depending on the shekel
ISRAEL · Report · 01 Apr 2024
1. Credit card purchases remain elevated in March, suggesting robust consumer demand. 2. A rate cut appears likely next week, assuming a stable shekel. 3. Initial estimates for tax revenues in March point to another upward surprise.
Preliminary results: CHP juggernaut steamrolls over AKP
TURKEY · In Brief · 31 Mar 2024
With 55% of the votes tallied, CHP has not only kept Istanbul, Ankara and Izmir, but also edged out AKP in the national vote. While some races are still too close to call, CHP may cross the finish line with only one major loss, namely the earthquake capital Hatay. On the other hand, it seems to h...
Rate cut expected next week, assuming limited shekel volatility this week
ISRAEL · In Brief · 31 Mar 2024
Private consumption remains elevated Although domestic real credit card purchases declined by 2% in February, the level of purchases is 3.8% higher than the pre-war level in September (SA). Real-time data from the BoI point to 3% m/m growth in March. This high level of consumption is due in part ...
Sanctions on Russia are impacting payment systems, although their effectiveness is unproven in trade
RUSSIA / FSU POLITICS · In Brief · 31 Mar 2024
On March 28 the South Korean company Samsung said that as of April 1 that the Russian Mir payment system will be disabled on Samsung. Google Pay and Apple Pay have already severed ties with the Mir Russian payment system. The timing of Samsung's decision is possibly related to Russia's recent vot...
Disturbance in the force - a high-profile revolt in Fidesz' inner circles
HUNGARY · In Brief · 30 Mar 2024
The last three weeks did not go particularly well for Fidesz from the domestic politics point of view. Previously, we wrote of the unfortunate case of a presidential pardon to a convicted pedophile-helper, which led to the sudden resignation of the president of the republic, the former minister o...
Russia moves closer to North Korea
RUSSIA / FSU POLITICS · In Brief · 29 Mar 2024
On March 27 Russia voted to close a UN panel that monitors sanctions on North Korea. The panel was investigating claims that Russia broke UN rules by buying North Korean ballistic missiles. Sanctions are still extant but the UN cannot effectively monitor them now. Many countries criticized Russia...
Ukrainian Foreign Minister in India
RUSSIA / FSU POLITICS · In Brief · 29 Mar 2024
On March 28 Dmytro Kuleba arrived in Delhi to met his counterpart. Kuleba was invited by External Affairs Minister Jaishankar. This is the first top level visit by a Ukrainian to India since the war began. The two men discussed a peace formula. Jaishankar said the issues involved in the war canno...
Our (in)famous last words
TURKEY · In Brief · 29 Mar 2024
Executive Summary With an abject lack of enthusiasm and deep trepidation, the politics author attends to his duty of sharing his final predictions for municipal elections and beyond. If polls are to be believed, which is a big IF, CHP has sealed the deal in Ankara and Izmir, with the latest three...
GULF WEEKLY: Saudi green bond framework, Oman Q4 GDP, Gaza talks in Qatar paused after UN resolution
GULF COUNTRIES · Report · 28 Mar 2024
A skimmable summary overlaid with our analysis and links. Headlines: * The UN demanded a Gaza ceasefire but the war continues, and hostage talks in Qatar paused. * Although the US permitted the UN resolution, it passed a budget with aid for Israel's military and none for UNRWA. * GCC banks ...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 28 Mar 2024
The main event in Russia during the last two weeks was the terrorist attack on the concert hall in the suburbs of Moscow, which led to a massive number of victims. Despite the unprecedented scale of the tragic event, the reaction of financial markets was moderate, as the ruble lost less than 1%, ...
Kazakhstan: no change in macro trends in 2M24; puzzles remain
KAZAKHSTAN · Report · 28 Mar 2024
Recently, the Bureau of National Statistics, the Ministry of Finance, and the National Bank of Kazakhstan published a new set of monthly macroeconomic statistics, and the major takeaway is that the country’s economic trends haven't changed much. Last week, we published a report that presented a b...
Crackdown on organized crime in Central Asia
RUSSIA / FSU POLITICS · In Brief · 28 Mar 2024
On March 27 Raimbek Matraimov and his three brothers were extradited from Azerbaijan to Kyrgyzstan. He was second in charge of the Kyrgyz Customs Service for several years. The State Committee of National Security is detaining him before his trial. Conviction rates in Kyrgyzstan are very high. M...