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
- POLAND
- RUSSIA ECONOMICS
- RUSSIA / FSU POLITICS
- SOUTH AFRICA
- TURKEY
- UKRAINE
- VENEZUELA
Events
Databanks
-
Argentina databank Apr 15 -
Brazil Economics databank Apr 14
-
Central America databank Mar 31
-
Chile databank Apr 7
-
China databank Mar 21
-
Colombia databank Mar 5
-
Dominican Republic databank Mar 20
-
Ecuador databank Mar 21
-
Gulf Countries databank Apr 17
-
Hungary databank Mar 21
-
India databank Mar 24
-
Mexico databank Mar 25
-
Panama databank Jan 28
-
Peru databank Mar 5
-
Philippines databank Apr 8
-
Poland databank Feb 26
-
Russia Economics databank Apr 11
-
South Africa databank Apr 7
-
Turkey databank Dec 24
-
Ukraine databank Mar 6
-
Venezuela databank Feb 4
NEWS FLASH
UPCOMING WEBINAR: CHINA’S OUTLOOK IN THE TIME OF TRADE WARS...
COUNTRY INSIGHTS
Politics: Sheinbaum proclaims missing persons a national priority. Can she deliver on her pledge to tackle the issue?
MEXICO · Report · 24 Mar 2025
The issue of missing and forcibly disappeared persons in Mexico has mushroomed into a major political and social controversy that has captivated public opinion and put the Claudia Sheinbaum administration on the defensive. The catalyst was the discovery of what has been called an extermination ca...
The political impact of the income tax exemption and other weekly topics
BRAZIL POLITICS · Report · 24 Mar 2025
President Lula visits Japan and Vietnam throughout the week. The Supreme Federal Court (STF) will decide whether to accept the charges against former President Jair Bolsonaro and other defendants accused of attempting a coup d'état. The 2025 Budget may be sent for presidential sanction. This w...
Global uncertainty and local risk
BRAZIL ECONOMICS · Report · 24 Mar 2025
Uncertainty is the key term when it comes to the economic outlook. While there are still significant domestic challenges, the biggest concerns stem from the global scenario, reflecting the radical shift in U.S. policy with the beginning of Trump’s second administration. Although changes in tra...
Reality bites
ARGENTINA · Report · 24 Mar 2025
A series of unfortunate events descended upon Argentina in the last four weeks that disrupted the fragile Pax Financiera the country had enjoyed since August of last year. Trumpian economics or, more accurately, the global uncertainties created by it, was the first mishap. Here, the concern is ho...
Kazakhstan macro: Budget revenues grow YoY but not enough, prompting tax reform
KAZAKHSTAN · Report · 24 Mar 2025
We recently mentioned that the republican budget accumulated about 15.1% of annually planned tax revenues in 2M25, which looks like an improvement compared with January, when the authorities collected only 5.1% of the annual plan. However, things still don’t look very reassuring as some taxes are...
Review of the economy: sustained difficulties with growth
INDIA · Report · 24 Mar 2025
We assemble an array of methods to obtain insights into the state of the economy. These suggest sustained difficulties with growth in the post-pandemic period. Revenue growth for large firms is near zero in real terms. Goods export growth is near zero when expressed in nominal USD. Services ex...
Monetary Council tomorrow: no rate change expected
HUNGARY · In Brief · 24 Mar 2025
This will be the first regular monthly rate-setting meeting chaired by Mr. Varga. In addition, it will be the one to discuss the Q1 inflation report. So, a really important event to watch anyway. Importantly, analysts are unanimously predicting no rate change from 6.5%, according to Portfolio.hu'...
2025 Federal Budget approved, Lula visits Japan and Vietnam to boost strategic trade deals, and the STF to review coup attempt charges
BRAZIL POLITICS · Report · 24 Mar 2025
The Federal Budget for 2025 was finally approved. The final version of the text is being prepared so it can be sent for presidential approval. According to the Constitution, the president has 15 working days to sanction the budget after receiving the text. President Lula is currently on an offici...
Israel faces institutional confrontation as government moves against Attorney General and Shin Bet Chief
ISRAEL · In Brief · 23 Mar 2025
The Israeli government unanimously passed a resolution expressing no confidence in Attorney General Gali Baharav-Miara—a move widely seen as paving the way for her dismissal. In response, Baharav-Miara sent a letter to the cabinet ministers, accusing them of seeking political loyalty rather than ...
The day the earth stood still
TURKEY · Report · 23 Mar 2025
On Sunday, CHP mayor Imamoglu and 92 “accomplices” were found guilty of fraud and/or supporting terror organizations, with Imamoglu being sent to Silivri Correctional Facility. While it is not certain, the politics author (PA) takes a bet that the mayor will be soon replaced by a government-appoi...
Pressure points on China from the Trump Administration
CHINA ADVISORY · Report · 21 Mar 2025
Trump 1.0 and Trump 2.0 have or may impose a variety of tariffs. We have some sense of the macroeconomic impact on China. But what about the domestic political pressure points? We know that China has deliberately targeted its tariffs heavily on red states to weaken Trump’s base. Is there likely t...
GULF WEEKLY: Saudi Arabia upgraded, new OPEC+ “compensation” cuts, Qatar mediates Congo-Rwanda, Israel restarts Gaza war
GULF COUNTRIES · Report · 21 Mar 2025
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC+ pledged 128m barrels in compensatory cuts, offsetting two months of tapering. * Oman's pledges were the largest in the GCC, in relative terms, and its 2025 output will be flat. * S&P upgraded Saudi Arabia to A+ due ...
Revenue collection improves in 2M25, but more improvement is required
KAZAKHSTAN · In Brief · 21 Mar 2025
The Ministry of Finance published February budget statistics, and the numbers looked comparatively better than in 2M24. However, more action is required to avoid unnecessary FX interventions associated with various schemes to raise additional revenues. As in 2M25, the USD/KZT was close to 515, wh...
The election campaign has started: major social policy measures announced
HUNGARY · Report · 21 Mar 2025
European gas prices have corrected substantially in recent weeks, more on the warming weather than on peace prospects. We still see no realistic prospect for the restart of the transit of Russian gas through Ukraine. Hungary finished the winter period with higher-than-usual gas reserves, and it c...
Congress approves 2025 budget, Lula travels to Japan and Vietnam to boost trade and strategic partnerships, and STF is set to rule on Bolsonaro coup charges
BRAZIL POLITICS · Report · 21 Mar 2025
The National Congress has finally approved the 2025 Annual Budget Law (LOA). The text is the substitute bill bySenator Ângelo Coronel (PSD-BA), the rapporteur of the matter. The budget allocates approximately R$ 50 billion in congressional amendments. This Saturday, President Lula will travel to ...