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Events
Databanks
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Argentina databank Sep 12
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Brazil Economics databank Aug 18
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Central America databank Aug 27
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Chile databank Aug 26
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China databank Mar 21
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Colombia databank Sep 2
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Dominican Republic databank Aug 21
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Ecuador databank Aug 25
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Gulf Countries databank Sep 12
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Hungary databank Sep 11
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India databank Jun 26
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Mexico databank Aug 28
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Panama databank Jul 17
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Peru databank Aug 14
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Philippines databank Sep 10
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Poland databank Jul 16
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Russia Economics databank Aug 14
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South Africa databank Sep 5
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Turkey databank Aug 11
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Ukraine databank Aug 15
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Venezuela databank Sep 2
NEWS FLASH
UPCOMING WEBINAR - TURKEY POLITICS: CHP VS. GOLIATH...
COUNTRY INSIGHTS
First comments on the Mexican elections
MEXICO · In Brief · 01 Jul 2018
July 1st was the biggest election in Mexico history. So far, electoral booths have closed in almost every state in the country. However, we will not be able to send any electoral data on the presidential race until 8pm tonight, bacanes booths will close by then in every state and the Mexican law ...
Post-election reflections
TURKEY · Report · 01 Jul 2018
Contrary to the gloom and doom permeating the international press, our politics author greets last Sunday’s elections as a significant victory for the Turkish democracy, with his long-term optimism significantly elevated by the vibrancy of the campaign and the intangible victories scored by the o...
GDP slows in Q1 even before the big construction strike
PANAMA · Report · 29 Jun 2018
Real GDP expanded 4.2% in Q1, the lowest quarterly growth in the past three years. Activity was driven by fisheries, 30.2%; general government (12.6%), transportation and communications (5.2%), construction (4.9%), social services and private health (4.8%), financial intermediation (4.1%) and com...
COSTA RICA: New government’s fiscal stance off to a promising start
CENTRAL AMERICA · Report · 29 Jun 2018 · 1 response
Costa Rica’s new Carlos Alvarado administration appears to be tackling the fiscal problem seriously, unlike its predecessor, which took an ambivalent stance. In fact, in response to the request of the new Congress, Finance Minister Rocio Aguilar on May 30th-31st addressed several topics sensitive...
Final pre-election snapshot
MEXICO · Report · 29 Jun 2018
The final GEA-ISA national poll of registered voters ahead of Sunday’s presidential election shows Andrés Manuel López Obrador retaining his comfortable lead, with the support of 35% of those surveyed and a wide lead over all his competitors, while the battle for second place has tightened consid...
Breaking a potentially vicious feedback loop
PHILIPPINES · In Brief · 28 Jun 2018
On Monday, the benchmark Philippine stock index fell below 7,000 into what stock analysts call bear territory. This transpired after a fortnight of turmoil in emerging markets precipitated by an escalation of the face off between the US and China on the trade front. Alongside market read of a mor...
Can China sustain RMB depreciation?
CHINA FINANCIAL · Report · 28 Jun 2018
Special points to highlight in this issue: • Beijing must be seen as having the ability to respond effectively and powerfully to American threats of trade intervention. RMB depreciation is one of the few responses it has, which is probably why the RMB has dropped 4 percent against the US dollar...
MNB: No problem, no comment, we have said everything we wanted
HUNGARY · In Brief · 28 Jun 2018
Today's trading did not bring about any relief for the forint, which slid a bit further down, to EURHUF 328.5-329. Responding to a question, the government's spokesman, state secretary Zoltán Kovács said that there may be investor speculation at play against the forint.The MNB apparently did not ...
The forint was never this weak historically
HUNGARY · In Brief · 27 Jun 2018
The EURHUF went to 328.18 at one point in late trading today, which was a historic record in terms of forint weakness. Later it settled down between EURHUF 327.50-328, meaning it failed to recover by any significant amount within the day.All this can be traced back to some euro weakness against t...
A clear recovery in firm data, less so in other indicators
INDIA · Report · 27 Jun 2018
What is the state of business cycle conditions in India today? The net sales of large firms show a clear recovery. There is strong export buoyancy and early signs of easing of the balance sheet crisis in non-financial firms. But the picture is not good for investment and profitability. There is ...
Transiting from depression to euphoria
CHILE · Report · 25 Jun 2018
The Central Bank’s June Monetary Policy Report was more hawkish than that of March. The Central Bank is preparing the market for the next cycle of monetary policy tightening, which should start before year-end. Perhaps the most relevant point was a downplay of the risk of a non-convergence rate t...
Economics: Signs of further slowing
MEXICO · Report · 25 Jun 2018
Aggregate supply and demand data through the first quarter of 2018 showed stronger-than-anticipated growth, thanks largely to a 6.4% jump in public investment that snapped a three-year streak of sharp declines. The marked rise in public investment is explained by increased government constructio...
Options for the main parties in the presidential race and other weekly topics
BRAZIL POLITICS · Report · 25 Jun 2018
Former President Lula’s defense will try to appeal the denial of its request for Lula’s freedom in the Federal Supreme Court. On Tuesday, June 26, the MDB discusses the presidential race. In the economy, we highlight the minutes of the most recent Copom meeting, at which the group decided to keep...
Politics: What we are yet to learn
MEXICO · Report · 25 Jun 2018
Save some totally unexpected development or a massive failure of all polling, it is almost certain that Andrés Manuel López Obrador will win the presidential election. The main uncertainty at this point involves the eventual margin of victory, with polling aggregators showing the three-time presi...
A scenario filled with uncertainties and undergoing intense mutation
BRAZIL ECONOMICS · Forecast · 25 Jun 2018 · 1 response
With the United States in full employment, growing faster than the potential and with an expansionary fiscal policy, the dollar has been appreciating, inverting the international conditions that were favorable to emerging countries. Brazil does not have a balance of payments problem, but it does ...