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Events
Databanks
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Argentina databank Nov 7 -
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
Governor Yaron appears satisfied by the fiscal adjustments recently approved in the Cabinet
ISRAEL · Report · 22 Jan 2024
1. The Governor appears cautiously optimistic regarding the recent fiscal adjustments approved in the Cabinet. 2. Inflation declined sharply in Q4 due to the impact of the war, but is likely to rise when hostilities diminish. 3. The labor market remains tight (with the number of officiall...
Politics: Xóchitl gains traction as quiet interlude begins, MC nominee stumbles out of the gate as AMLO fences Claudia in
MEXICO · Report · 22 Jan 2024
Now that we have reached the end of the period of campaigning for presidential nominations, it is worth assessing where the race stands. Following months of missteps, the opposition front’s Xóchitl Gálvez hit her stride with a series of successful events just as this period was drawing to a close...
Governor Yaron appears satisfied by the fiscal adjustments
ISRAEL · In Brief · 22 Jan 2024
Politics/fiscal: The government approved a 16bn ILS fiscal adjustment plan for 2024, with higher taxation in 2025. The fiscal trimming in 2024 includes a 5% across-the-board fiscal cut, a higher cigarette tax and other measures. The Defense budget will increase by an additional 55bn. The Bank of ...
Good tidings, we have another crisis
TURKEY · Report · 21 Jan 2024 · 2 responses
Good tidings from Turkey, which after a hiatus of two and half weeks conjured up another “crisis” involving the CBRT Governor Ms. Hafize Gaye Erkan and her family. She is facing charges of nepotism and using Bank resources for personal use. This is a rapidly evolving story, which is difficult to ...
Growing protests in Russian ethnic minority region
RUSSIA / FSU POLITICS · In Brief · 21 Jan 2024
Protests in Bashkortostan started on January 17 when a peace and environmental activist was sentenced to 4 years in jail for extremism. Hundreds of young men pelted the police with snowballs. Protests started in a small city but on January 19 spread to the regional capital, Ufa. 1,500 people dem...
Protestors block Ukrainian trucks from entering Romania
RUSSIA / FSU POLITICS · In Brief · 20 Jan 2024
On January 18 2024 the truckers and farmers stopped Ukrainian trucks entering the country. They did this at all three crossings between Romania and Ukraine. The protests are about subsidies paid to farmers, forgiving loans and the fact that so many Ukrainian trucks are coming that it slows down R...
GULF WEEKLY: Kuwait forms government, Qatar says green bond soon, Netanyahu rejects US/Arab two-state solution proposals, Iranian missiles hit targets in three countries
GULF COUNTRIES · Report · 19 Jan 2024 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * Oil rose back towards $80, and OPEC sees oil demand growing by 1.8m b/d in 2025. * Netanyahu rejected talk of a Palestinian state after the war, despite Arab and US proposals. * China called for a binding roadmap to a Pal...
Webinar replay - Colombia in 2024: Fiscal, Inflation, Reforms and Politics
COLOMBIA · Report · 19 Jan 2024 · 2 responses
Watch the replay of our webinar featuring GlobalSource Partners' Colombia Analysts Juan Carlos Echeverry, Andres Escobar and Mauricio Santa Maria as they discuss Colombia's macro and political outlook in 2024.
Lira met with Haddad to discuss the payroll tax issue, Lula criticized the business sector for supporting the payroll tax exemption, and Monday is the deadline for the government to sanction the 2024 Budget Law
BRAZIL POLITICS · Report · 19 Jan 2024
Last night, the Minister of Finance, Fernando Haddad (PT), met with the president of the House, Arthur Lira (PP-AL), to discuss this issue. The government is trying to confirm the plan that foresees the revocation of the provisional measure that resumes the payroll tax. Yesterday, President Lula ...
TOPIC OF THE WEEK: Inflation to remain subdued in 2024
CAUCASUS / CENTRAL ASIA · Report · 19 Jan 2024
Inflation fell in all CCA countries in 2023 despite above-average economic growth. Average price growth almost halved, from 10.0 percent in 2022 to 5.4 percent in 2023. The key reason for this downward-sloping trajectory was the sharp decline in food prices, which account for a share of the consu...
Decent economic performance in 2023
KAZAKHSTAN · In Brief · 18 Jan 2024
The Bureau of National Statistics reported that in 2023, the short-term indicator (a monthly proxy for GDP covering about 60% of activity in the main segments of the economy) grew by 5.1%, implying that the country’s GDP could have expanded by over 5%. In 9M23, GDP grew by 4.9% y-o-y. The industr...
Protests in ethnic minority region of Russia
RUSSIA / FSU POLITICS · In Brief · 18 Jan 2024
On January 17 there were protests outside a courthouse in Bashkorostan when a local activist was given a 4-year sentence for spreading racial hatred. The police contained the protest only with difficulty and deployed 5 tear gas cannons. Scores of people were arrested. Some people were injured, bu...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 18 Jan 2024
The ruble strengthened in the first weeks of 2024 to R/$87-88 from R/$90-91 at the end of 2023. Since January 15, the CBR has increased FX sales from the National Wealth Fund (NWF) from the expected R12.6 bn to R16.7 bn daily. The CBR had to adjust its plans amid a lack of federal budget revenues...
Federal budget execution numbers confirm the economy is adaptable enough
RUSSIA ECONOMICS · In Brief · 18 Jan 2024
A few days ago, the Ministry announced preliminary federal budget execution numbers, suggesting that the macroeconomic policy helped the economy weather several storms caused by external pressure. Soon after the relations between Russia and the West appeared broken about two years ago, we mention...
Slide Presentation: Colombia in 2024 - Fiscal, Inflation, Reforms and Politics
COLOMBIA · Report · 18 Jan 2024
Gain insight into Colombia's 2024 macro and political outlook with the slide presentation from our webinar, "Colombia in 2024: Fiscal, Inflation, Reforms and Politics".