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Events
Databanks
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Argentina databank Nov 7
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Brazil Economics databank Nov 15
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Central America databank Oct 31
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Chile databank Oct 23
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China databank Mar 21
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Colombia databank Nov 6
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Dominican Republic databank Nov 20
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Ecuador databank Oct 23
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Gulf Countries databank Nov 22
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Hungary databank Nov 21
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India databank Oct 30
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Mexico databank Nov 15
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Panama databank Sep 11
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Peru databank Oct 15
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Philippines databank Nov 8
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Russia Economics databank Nov 13
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South Africa databank Nov 1
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Turkey databank Sep 18
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Ukraine databank Nov 12
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Venezuela databank Nov 5
NEWS FLASH
UPCOMING WEBINAR - LATIN AMERICA IN 2025: HOW WORRIED SHOULD WE BE?...
COUNTRY INSIGHTS
The Recession Deepens
BRAZIL ECONOMICS · Report · 21 Jul 2015
A new set of information published last week confirms that GDP in 2015 will contract by around 2% (or a bit more). Although the IBC-Br for May remained stable (after a decline of 0.9% in the previous month), the carry-over to the second quarter indicates a dip of 1.6% (or 6.4% in annualized terms...
Annual Ramadan Pilgrimage
INDONESIA · Report · 21 Jul 2015
Executive Summary In June and July, the Indonesian economy started to move higher, driven principally by the season of the Muslim fasting month of Ramadan. At the same time, the more extensive implementation of government spending now taking place can also drive the economy faster. Ramadan has...
Week of July 20
BRAZIL POLITICS · Report · 20 Jul 2015
President Dilma Rousseff has until Wednesday to explain the “2014 Fiscal Maneuvers” to the TCU. The report on expenses and revenue, which is expected confirm the government’s difficulties in meeting the primary surplus goal for 2015, will also be released. A presidential veto of the salary increa...
Weekly Tracker: July 19-25
TURKEY · Report · 19 Jul 2015
Executive Summary PM Davutoglu’s visit to MHP and HDP failed to produce viable coalition partners, but CHP appeared willing, with many experts claiming that trust has been established between the two parties.AKP and CHP set up a joint exploratory committee to negotiate the nuts and bolts of the c...
Cunha’s reaction: sign of increased tension in Brazilian politics
BRAZIL POLITICS · Report · 17 Jul 2015
The possibility of a search and seizure operation at the residence of the president of the House of Representatives, Eduardo Cunha (PMDB-RJ), after similar operations were conducted at the homes of senators in the Politeia Operation, has contributed to increased tension in Brasília. In practice, ...
Cunha moves to the opposition and threatens the government
BRAZIL POLITICS · Report · 17 Jul 2015
The president of the House of Representatives, Eduardo Cunha (PMDB-RJ), announced his formal break from the government and is advocating that the PMDB do the same. During a press conference, he sent a series of messages to the Planalto. The political crisis just wrote another chapter and is point...
Lava Jato Operation
BRAZIL POLITICS · Report · 15 Jul 2015
Lava Jato in the STF becomes Operation “Politeia” The search and seizure of goods and documents belonging to senators and federal representatives, part of the “Politeia” Operation, a wing of the Lava Jato Operation in the STF, took place this morning and represents a historic mark in national pol...
Politics: Talk but No Action on Crime and Graft
MEXICO · Report · 15 Jul 2015
Executive Summary The governing Revolutionary Institutional Party (PRI) has interpreted its first place finish in last month’s congressional elections as a mandate for pursuing its pre-existing political agenda and a public endorsement of the performance of President Enrique Peña Nieto. In doing ...
Economics: Growth or Stability Dilemma
MEXICO · Report · 14 Jul 2015
Executive Summary The most recent information regarding the evolution of public finance during 2015 (at the end of May) allows us to conclude that officials will have a complicated time administering it for the remainder of the year. Mexico continues to register growing shortfalls in non petroleu...
Inflation and the Labor Market
BRAZIL ECONOMICS · Report · 13 Jul 2015
With the current real interest rate, inflation will decline significantly in 2016. But for the time being, the trend is still upward: in the 12 months through June it stands at 8.89% and the consensus projections for 2105 are a bit higher than 9%. That growth is only partly due to adjustment of a...
Week of July 13
BRAZIL POLITICS · Report · 13 Jul 2015
The final week of legislative activity before the congressional recess: In the House, the focus is on political reform. The Senate debates the repatriation of resources from overseas to allow for ICMS reform. The government may emit a provisional measure (MP) for companies to pay debts to the fed...
End of Monetary Loosening?
HUNGARY · Forecast · 13 Jul 2015
Executive Summary In H2 2015, Hungarian policy-makers will have to reckon with negative global capital market conditions. Stock markets have reached a mature phase of their bull cycle, characterized by frequent and sizeable corrections, and bond markets have passed their cyclical peak. This envir...
Moments of Definition
BRAZIL ECONOMICS · Report · 13 Jul 2015
Executive Summary The fiscal adjustment has reached a critical moment. To reduce the debt/GDP ratio, Brazil needs higher primary surpluses than promised by the government. Without political support for greater spending cuts, which cannot be restricted only to discretionary spending, the govern...
Cigarettes’ smuggling shooting with political taste
UKRAINE · In Brief · 13 Jul 2015
3 people shot dead and 13 injured in shooting between police and representatives of ultra-right political move “Right Sector” on July 11, in Mukachevo, small town at the Western Ukraine, near 40 km from Hungarian border. This event effectively blew up media and, as a consequence, political life o...
Weekly Tracker: July 12-18
TURKEY · Report · 12 Jul 2015
Executive Summary Long-delayed coalition talks will take start on Monday with a historical meeting between Davutoglu and Kilicdaroglu. The talks are expected to last through July, with final decisions to be made in August. With MHP largely out of the equation, personal trust between AKP and CHP l...