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Events
Databanks
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Argentina databank Apr 15 -
Brazil Economics databank Apr 14
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Central America databank Mar 31
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank Mar 5
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Dominican Republic databank Mar 20
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Ecuador databank Apr 22
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Gulf Countries databank Apr 17
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Hungary databank Mar 21
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India databank Mar 24
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Mexico databank Mar 25
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Panama databank Jan 28
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Peru databank Mar 5
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Philippines databank Apr 8
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Poland databank Feb 26
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Russia Economics databank Apr 11
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South Africa databank Apr 7
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Turkey databank Dec 24
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Ukraine databank Mar 6
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Venezuela databank Feb 4
NEWS FLASH
UPCOMING WEBINAR: CHINA’S OUTLOOK IN THE TIME OF TRADE WARS...
COUNTRY INSIGHTS
The Package, FATF and the BRICS
TURKEY · Report · 23 Jun 2024 · 1 response
The Treasury and Finance Minister Mehmet Simsek will brief the CHP economics team on the Economic Stabilization Program on Monday, in yet another sign that President Erdogan is committed to normalization despite Bahceli’s objections. Turkey has decided to join BRICS+, probably to alleviate Put...
South Korea reacts to Putin's visit to North Korea
RUSSIA / FSU POLITICS · In Brief · 22 Jun 2024
On June 21 Seoul summoned the Russian Ambassador to register South Korea's displeasure at the defense agreements signed by Putin and Kim Jong Un. South Korea asked that Russia end its military collaboration with North Korea and re-commence adherence to UN Security Council Resolutions. Russia vote...
EU sanctions Russian liquidified natural gas
RUSSIA / FSU POLITICS · In Brief · 22 Jun 2024
On June 20 the European Union announced the measures. LNG is crucial to the Russian economy. The aim of the sanctions is to make it harder for Russia to finance its war effort. The sanctions cut off Russian access to technology for LNG. They also target the shadow fleet of ships that transports R...
UniTeam, no united team anymore?
PHILIPPINES · In Brief · 22 Jun 2024
As we wrote in this space last February 12, 2024 we focused on the brewing issue of a possible break up in the UniTeam of President Ferdinand Marcos, Jr and Vice-President Sara Duterte, or effectively the Marcoses and the Dutertes. We based such a possibility on the President’s statements that he...
GULF WEEKLY: Oil rises to $86, GCC competitiveness improves, UAE FDI surged in 2023
GULF COUNTRIES · Report · 21 Jun 2024 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * Brent crude continued to rebound, rising to $86 today, the highest since April. * Gulf states all improved in IMD’s competitiveness index for a second year, led by the UAE at 7th globally. * The UAE led GCC FDI inflows in...
The pace of legislative activity will be reduced next week, the Tax Reform Working Group will hold its final public hearings, and the government will announce the 2024/2025 Harvest Plan on Wednesday
BRAZIL POLITICS · Report · 21 Jun 2024
Due to the June festivals, activity in the National Congress will be significantly reduced next week. However, important discussions will continue. Next week, the Tax Reform Working Group will hold its final public hearings on the regulation of the matter. The goal is to present the final text on...
TOPIC OF THE WEEK: CCA Quarterly Outlook
CAUCASUS / CENTRAL ASIA · Report · 21 Jun 2024
We provide the quarterly update of our country “cheat sheets”. Since we published our 2024 Outlook, which we dubbed “Less growth, less risk”, the evolution of macroeconomic activity has been supportive of the idea of a slightly moderating pace of activity. Still, the start of the year has been st...
Webinar Replay - Brazil: The Good, the Bad and the Ugly
BRAZIL ECONOMICS · Report · 21 Jun 2024
Visit our calendar page to watch the replay of our webinar on Brazil's monetary and fiscal policy and its impact on the country's macroeconomic outlook. What is the Central Bank of Brazil signaling about the future of the country's monetary policy? How will the increasing inflation expectations b...
Kazakhstan passed law on media
RUSSIA / FSU POLITICS · In Brief · 21 Jun 2024
On June 20 the president signed the law that allows people 3 years after the publication of an item in which to file a lawsuit. Anything disrespectful will be subject to legal proceedings. All internet resources are now designated media outlets and therefore subject to the law. The rules around r...
Gamechanger
VENEZUELA · In Brief · 20 Jun 2024 · 1 response
The constitutional injunction filed on June 19 before the Supreme Court of Justice by Jaime Gonzalez, deputy of the National Assembly for a "loyal opposition party," will most likely lead to an indefinite suspension of the presidential election scheduled for July 28. The plaintiff requests an unn...
Russian macro: GDP—uneven performance by sector amid ongoing structural changes
RUSSIA ECONOMICS · Report · 20 Jun 2024
In the aftermath of Rosstat’s publication of regular economic statistics that looked decent in 1Q24 and 4M24, June appears to be a month with some negative surprises. Persistently high (and even accelerating) inflation is one of them. The statistical agency reported that the MTD inflation reached...
Temporary Relief in the Storm
BRAZIL ECONOMICS · Report · 20 Jun 2024
This time there were no surprises as the Central Bank's Monetary Policy Committee (Copom) decided, as expected, not only to maintain the target for the benchmark interest rate at 10.5% per year but also did so unanimously, scaling down – at least for now – fears of another divided decision, which...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 20 Jun 2024
The recently announced package of sanctions against several companies (including the National Clearing Center), which provides infrastructure for FX trading at the Moscow Exchange (MOEX), was a negative surprise. Even though the market participants had been considering such a possibility since 20...
Padilha said he will soon find the funding source for compensatory measures for payroll tax relief, there will be no legislative activity next week, and the Central Bank decided to maintain the basic interest rate
BRAZIL POLITICS · Report · 20 Jun 2024
Yesterday, the Minister of the Secretariat for Institutional Relations, Alexandre Padilha, said that the government expects to reach an agreement with Congress and business leaders within two weeks to establish a source of compensation for the payroll tax exemption. Padilha's deadline is the firs...
Slide Presentation - Brazil: The Good, the Bad and the Ugly
BRAZIL ECONOMICS · Report · 20 Jun 2024
Get insight into Brazil's monetary and fiscal policy and its impact on the country's macroeconomic outlook with the slide presentation from our webinar, "Brazil: The Good, the Bad and the Ugly".