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 Jun 13
-
Brazil Economics databank Jun 16
-
Central America databank Jun 27
-
Chile databank May 27
-
China databank Mar 21
-
Colombia databank Jun 5
-
Dominican Republic databank Jun 18
-
Ecuador databank Jun 20
-
Gulf Countries databank Jun 27
-
Hungary databank Jun 23
-
India databank Jun 26
-
Mexico databank May 12
-
Panama databank May 13
-
Peru databank Jun 27
-
Philippines databank Jun 6
-
Poland databank Apr 29
-
Russia Economics databank Jun 16
-
South Africa databank Jun 9
-
Turkey databank Apr 24
-
Ukraine databank May 12
-
Venezuela databank Jun 4
COUNTRY INSIGHTS
Productivity Lags, Wages More So
MEXICO · Report · 08 Oct 2014
Executive Summary Labor productivity per hour worked in Mexico has showed relatively lackluster growth over the past five years, having risen by only 10% since the first quarter of 2009 largely on the strength of a 12% increase in activity in the dominant service sector. Productivity in the indus...
Violent Threats to Governability
MEXICO · Report · 08 Oct 2014
Executive Summary In recent weeks a number of violent incidents, as well as the emergence of a student movement at the second most important public institution of higher learning in Mexico, have tested the government’s ability to guarantee the security of Mexican citizens and to avoid head-on con...
Will the Presidency Remain Effective?
INDONESIA · Report · 08 Oct 2014
Drama in Indonesian politics came again yesterday, October 7, 2014. In the election of the Speaker and the Deputies of the People’s Consultative Assembly, the political body that in the past elected the President and Vice President, Jokowi’s Camp lost. With that loss, Prabowo’s Camp has swept pra...
Heads up: Violent Kobane protests could shake markets
TURKEY · In Brief · 07 Oct 2014
I had originally intended to update our audience with a long Market Brief on Turkey’s three conditions to deploy ground troops against ISIS. The violent protests in defense of Syrian Kurdish town Kobane that erupted across the nation last night completely changed the agenda. Turkey is waking up t...
Successfully Re-elected
RUSSIA / FSU POLITICS · Report · 07 Oct 2014
Local elections held in a majority of Russian federal entities demonstrate complete domination by the ruling elite. Since most opposition candidates were refused registration for the election, the incumbents faced no real competition and used the current “rally ‘round the flag” support for the go...
New SARB Governor Announced
SOUTH AFRICA · In Brief · 06 Oct 2014
Today, President Jacob Zuma appointed Mr. Lesetja Kganyago as the 10th South African Reserve Bank (SARB) Governor with effect from 09 November 2014. Incumbent Governor Marcus’ term ends on 08 November 2014. Mr. Kganyago has been working as one of the SARB’s Deputy Governors since 2011. In his add...
Presidential Results
BRAZIL POLITICS · Report · 06 Oct 2014
In the 1st round, Dilma Rousseff (PT) obtained 41.59% of valid votes.Aécio Neves (PSDB) came in second place with 33.55%.Marina Silva (PSB), in third place, obtained 21.32%. In terms of votes, Dilma obtained 43,267,668 votes.Aécio totaled 34,897,211 votes.Marina obtained 22,176,619. In the 1st ro...
Industrial Production: The Appearances are Misleading
BRAZIL ECONOMICS · Report · 06 Oct 2014
At first glance, it appears that by growing 0.7% in August, repeating the expansion measured in July, that industrial production has finally started to recover. However, appearances can be deceiving. First of all, the recent improvement is exclusively due to growth in the mineral extraction indus...
Brazil Presidential Election
BRAZIL POLITICS · Report · 03 Oct 2014
Aécio scores points in the best debate of the campaign Aécio Neves was the winner of the debate on TV Globo.He took the initiative and continued with the strategy that has been working in the final leg of this campaign: attacking the government, with a special focus on corruption, and dialoguing ...
Legislative Imperatives
PHILIPPINES · Report · 03 Oct 2014
We are keenly following three things now on Congress’s plate given their crucial role in keeping confidence and economic growth up in the very short term, as well as over the longer haul. The more immediate one is the President’s request for emergency powers to address a forecast shortage in elec...
Time To Have a Little Break
TURKEY · Report · 03 Oct 2014
September CPI inflation came in at a better than expected 0.1% (consensus: 0.4%), largely on account of a favorable drop in food prices and a somewhat stronger than expected base effect in transportation prices. Food prices, we estimate, have shrunk modestly in September (seasonally-adjusted), po...
Fiscal Policy: A Picture Without Retouches
BRAZIL ECONOMICS · Report · 02 Oct 2014
Executive Summary The primary surplus target of 1.9% of GDP in 2014 will not be met. This comes as no surprise. The surprise comes from the fact that the distance between the “official” target and what is actually achieved will be greater than previously estimated, revealing the magnitude of t...
2015 Budget
CHILE · Report · 02 Oct 2014
On October 1, the government presented to Congress its proposal for the 2015 budget. The budget must be approved by Congress before the end of November. The government claims that the budget is aggressively countercyclical. Fiscal spending in Chile depends on “structural” rather than current f...
Moderate Central Bank President Resigns
ARGENTINA · In Brief · 01 Oct 2014
Today Juan Carlos Fábrega presented his resignation as President of Argentina's Central Bank (BCRA). As his replacement President Cristina Fernández de Kirchner (CFK) appointed Alejandro Vanoli, former president of the National Securities Commission (CNV), the local capital market regulator. Fabr...
Navigating a Cold Peace
UKRAINE · Forecast · 01 Oct 2014
The “Truce treaty” with the separatists has left Ukraine in a very unclear position. On one hand, President Petro Poroshenko says this step was crucial to halting further Russian advances into Ukrainian territory (though the Russian Army’s heavy casualties were probably the real reason). On the o...