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COUNTRY INSIGHTS

Changing in the external scenario: Are there any consequences for Brazil?
BRAZIL ECONOMICS · Report · 07 May 2018

With the American economy running at full employment (the jobless rate is below the NAIRU) and the government following an expansionary fiscal policy (reduction of the corporate income tax approved by Congress), the tendency is for the dollar to get stronger, not weaker as President Trump wants. ...

Politics: Anaya faces a tough road to victory
MEXICO · Report · 07 May 2018

The two weeks since the year’s first presidential candidates’ debate have not been good to Andrés Manuel López Obrador, whose poor debate performance appears to have capped his rise in the polls. Both the PRI and the Front alliance have stepped up their attacks on the candidate, whose campaign is...

A battle of alliances
TURKEY · Report · 06 May 2018

With three leading opposition parties forging an electoral alliance, general elections turn into a proportional representation race, where AKP-MHP’s advantages are significantly eroded. A few polls that collect data on alliance basis suggest the lead of AKP-MHP has narrowed or might have even dis...

Loud and Clear
ARGENTINA · In Brief · 04 May 2018 · 1 response

Today’s practically combined announcement of the Central Bank early in the morning and the follow up press conference of the "economic ministers" (Treasury Minister Dujovne and Finance Minister Caputo) intend to send a loud and clear message to the market: Despite (the anticipated) FX pressures, ...

A battle for electoral control
DOMINICAN REPUBLIC · Forecast · 04 May 2018

The Dominican Republic and China have announced the establishment of formal diplomatic relations. This implies that the DR recognizes only one China, with Taiwan a part of it. The deal has led to the rupture of the DR’s 77-year diplomatic relationship with Taiwan. But investment opportunities tha...

​Core Inflation Back Above 12%
TURKEY · In Brief · 03 May 2018

April consumer price inflation came in at a higher than expected 1.9% (consensus, us included: 1.6%), even though we had noted that the risks would be on the upside, on the back of recent lira weakness -- with the lira having weakened by over 4% in April against the basket, atop a near-3% weakeni...

EU budget: What falls by how many percent?
HUNGARY · In Brief · 02 May 2018

The EU Commission's proposal on the 2021-2027 EU budget is now out and official. But it is somewhat difficult to understand, as the EU's own communication is somewhat sketchy and still complicated (a course for them on presentation skills could be useful), and as many journalists are starting to ...

China and the Dominican Republic establish formal diplomatic relations
DOMINICAN REPUBLIC · In Brief · 02 May 2018

Last Sunday, the Dominican Republic and the People's Republic of China announced the establishment of formal diplomatic relations. This implies the recognition of the Dominican Republic that there is only one China and that Taiwan is an inalienable part of its territory. For this reason, the rupt...

Irony and contradiction in current politics
COLOMBIA · Report · 01 May 2018

Less than 30 days before the first round of the presidential election, some apparent contradictions could cloud our judgement of current Colombian politics. First, Vargas-Lleras seems to be destined to attracting less than 10% of likely voters, in spite of having close to 40% of professional poli...

Three themes that make us reconsider our economic expectations for 2018
PANAMA · Report · 01 May 2018

The Monthly Index of Economic Activity (IMAE) expanded at a low rate of 3.1% y/y in February and 3.9% YTD confirming the predictions of business people of a worse year than 2017, when the economy grew at 5.4%. Still, international analysts and rating agencies predict a better year in 2018. The ma...

Renewed Rupiah volatility
INDONESIA · Report · 01 May 2018

The Indonesian economy is currently facing a new challenge of “monetary uncertainty”. Part of the reflection of this uncertainty is the renewed volatility in the exchange rate of the rupiah. Having achieved a certain level of stability for the past few years, the Indonesian economy once again ...

Articulation of the Center and other weekly topics
BRAZIL POLITICS · Report · 30 Apr 2018

It is a busy week, despite tomorrow’s May 1 Labor Day holiday. In Curitiba, trade unions and left-wing organizations defend former President Lula (PT). Pre-candidates for the presidency participate in an agricultural fair in São Paulo. The Supreme Court is expected to complete the trial on the pr...

The CA surplus is slowly declining on the larger trade deficit
ISRAEL · Report · 30 Apr 2018

Recent indicators point to deceleration of domestic demand, although imports are expanding rapidly (most likely e-commerce as well). Despite some growth in exports, the trade deficit is widening, and the CA surplus appears less shekel supportive. Zoom in: The weakening of the shekel in Q118 w...

Further bad news on Hungary and the EU
HUNGARY · In Brief · 30 Apr 2018

Over the past week, the following pieces of bad news hit the screens regarding the relations between Hungary and the EU:1. In the middle of last week, the European Parliament's internal affairs committee (LIBE) held a debate of the committee's draft report on the state of affairs in Hungary, on w...

On the CBRT's Inflation Report
TURKEY · In Brief · 30 Apr 2018

The CBRT has released this year's second Inflation Report today. Here are some highlights:The 2018 year-end inflation forecast was revised up by 0.5 percentage point to 8.4% (midpoint of a range between 7.2% and 9.6%) from 7.9% previously, while the 2019 year-end forecast was kept at 6.5% (midpoi...

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