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 30
-
Brazil Economics databank Apr 14
-
Central America databank May 1
-
Chile databank Apr 7
-
China databank Mar 21
-
Colombia databank Apr 28
-
Dominican Republic databank Apr 28
-
Ecuador databank Apr 22
-
Gulf Countries databank May 2
-
Hungary databank Apr 22
-
India databank Apr 28
-
Mexico databank Mar 25
-
Panama databank Jan 28
-
Peru databank Apr 28
-
Philippines databank May 8
-
Poland databank Apr 29
-
Russia Economics databank Apr 11
-
South Africa databank May 6
-
Turkey databank Apr 24
-
Ukraine databank Mar 6
-
Venezuela databank May 5
NEWS FLASH
UPCOMING WEBINAR - PANAMA IN FOCUS: US RELATIONS, CANAL STRATEGY AND FI...
COUNTRY INSIGHTS
Gradual Convergence
VENEZUELA · Report · 01 Jul 2014
Executive Summary Tensions within chavismo on the eve of the III PSUV Congress are surfacing against a backdrop of widespread social discontent owing to economic hardship. One poll finds that household sentiment is at its lowest since 2003. With Giordani’s exit and signs of a reformist movement w...
Political Insights: Week of July 1
BRAZIL POLITICS · Report · 01 Jul 2014
This Monday is the deadline for political parties to determine their candidates and alliances for the October elections.Aécio Neves will announce his running mate.The candidates will be registered on Saturday.Electoral advertising (radio and TV) will begin on Sunday.A new Datafolha poll on the pr...
Brazil Presidential Election
BRAZIL POLITICS · Report · 01 Jul 2014
The Vice Presidential Candidates Senator and presidential candidate Aécio Neves (PSDB-MG) has confirmed that Senator Aloysio Nunes Ferreira (PSDB-SP) will be the vice presidential candidate on his ticket.Thus, the PSDB will head into the October elections with a “purebred” coalition – one in whic...
Increasing Signs of Recovery amidst Government-Business Disconnect
MEXICO · Report · 01 Jul 2014
Executive Summary Economic news published this past month was decidedly mixed and in a number of cases proved surprising. One of the most encouraging pieces of evidence was the monthly GDP proxy for April, which revealed, after adjusting for seasonal factors and calendar effects, an unexpected se...
Relay Race For SA Labor Demands
SOUTH AFRICA · Report · 01 Jul 2014
Barely a week after the end of a prolonged (five-month) industrial action in the platinum industry, a new strike, this time in the metals industry, has just gotten underway. More than 200,000 workers affiliated with the National Union of Metalworkers of South Africa (NUMSA) embarked today on an “...
Unconstitutional
PHILIPPINES · In Brief · 01 Jul 2014
The Supreme Court today declared President Aquino's Disbursement Acceleration Fund (DAP) "partially" unconstitutional. The DAP is a mechanism adopted by the administration to boost economic growth by using unspent funds in the budget for other priority needs within the year. These funds amounted ...
One-sided ‘truce’ ends: martial law expected
UKRAINE · In Brief · 01 Jul 2014
On June 30, late in the night president Poroshenko cancelled one-sided ‘truce’ with terrorists. Military actions resumed promptly. It was the only correct decision in the situation Ukraine faces now. Russia used the ‘truce’ only to bring more tanks, artillery and ammunition to separatists’ groups...
Jokowi Still Likeliest to Win
INDONESIA · Report · 30 Jun 2014
Executive Summary Campaigning is reaching a frenzied pace in the run-up to the July 9 presidential election. Although campaigning is officially supposed to cease by July 5, that deadline is likely to be ignored, with both leading parties continuing to pursue their agendas, albeit far more quie...
Inflation Report: Acknowledging Higher Inflation
BRAZIL ECONOMICS · Report · 30 Jun 2014
Central Bank publishes systematically its assessment of the probability that inflation will exceed the upper bound of the target interval in the current year and, more recently, since the end of 2009, publishes the same probability for the following year. This estimate for 2014 is 46% (in the ref...
Weekly Tracker: June 29 -July 6
TURKEY · Report · 29 Jun 2014
Executive Summary We upgrade the odds of an Erdogan victory on the second round of presidential balloting to 80% from 65% previously. We also announce our bet for the new PM. Could Erdogan still loose? Read on! A new Bill to advance the Peace Process gained the endorsement of PKK leader Ocalan, t...
One-sided ‘truce’: first blunder of Poroshenko?
UKRAINE · In Brief · 29 Jun 2014
Last week president Poroshenko announced truce for the sake of peaceful resolution of conflict at the East. In general, this step was perceived skeptically (just as a nod towards the West) since none believes in Kremlin’s desire to resume peace. Putin wants Ukraine to be destabilized and peaceful...
One Step Closer To The Markets, One Step Farther From The Left
ECUADOR · Report · 27 Jun 2014
Executive SummaryThe controversial results –to say the least --of the last sectional elections of February 2014 paired with a tough fiscal situation brought back the pragmatic Correa to the surface once more. After taking a dig to the markets for the last seven years, he brought Ecuador back to W...
Banks are Required to Pay Again
HUNGARY · Report · 27 Jun 2014
Executive Summary The 10-year story of FX-denominated lending by domestic banks and non-bank financial intermediaries to households is approaching its end. These loans, predominantly borrowed in Swiss francs in order to obtain substantially lower interest than HUF rates, became a nightmare from t...
Upping the ante… once more.
ARGENTINA · In Brief · 26 Jun 2014
Economic Minister Axel Kicillof, just announced that the government made today the transfer to pay the coupons of the Discount bonds which mature on Monday. In total, the payment was close to close to 1bn USD, out of which USD 539nm where transferred to the BoNY to be used to honor debt under US ...
Government Spending Disappoints
PHILIPPINES · In Brief · 26 Jun 2014
Early news releases report a disappointing 9% decline in government non-interest expenditues for the month of May. This followed a mere 0.5% growth in spending last month which had been attributed to seasonal slowdown during Lent. Although there is still June performance to consider, weak public ...