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 Mar 13
-
Brazil Economics databank Mar 16
-
Central America databank Feb 27
-
Chile databank Feb 18
-
China databank Mar 21
-
Colombia databank Mar 4
-
Dominican Republic databank Feb 26
-
Ecuador databank Feb 20
-
Gulf Countries databank Mar 20
-
Hungary databank Mar 17
-
India databank Jun 26
-
Mexico databank Mar 11
-
Panama databank Mar 6
-
Peru databank Feb 27
-
Philippines databank Mar 9
-
Poland databank Feb 19
-
Russia Economics databank Mar 17
-
South Africa databank Mar 4
-
Turkey databank Dec 24
-
Ukraine databank Mar 9
-
Venezuela databank Mar 5
NEWS FLASH
UPCOMING WEBINAR - HUNGARY ELECTIONS 2026: POLLS, RISKS AND MACRO OUTLO...
COUNTRY INSIGHTS
Haddad has departed from the Ministry of Finance, Vorcaro has signed a confidentiality agreement with the authorities, and the STF begins adjudication of the case filed by the PT against the privatization of Sabesp
BRAZIL POLITICS · Report · 20 Mar 2026
The departure of Fernando Haddad from the Ministry of Finance was published in the Federal Official Gazette. Dario Durigan, who had been serving as Executive Secretary, has been appointed minister. Former banker Daniel Vorcaro has signed a confidentiality agreement with the authorities involved i...
The threat of a truckers’ strike is dominating the government’s agenda, today is the deadline for Lula to sign into law the bill that reduces tax rates for the chemical industry, and Vorcaro is currently negotiating a plea agreement
BRAZIL POLITICS · Report · 19 Mar 2026
The threat of a truckers’ strike is dominating the government’s agenda in Brasília. As announced on March 18 by Transportation Minister Renan Filho, the government plans to expand electronic monitoring of freight nationwide, in addition to strengthening on-the-ground enforcement. Today is the dea...
The House may vote on the urgent status of a bill that increases the revenue cap for MEIs, the government may submit a bill on the 6x1 work schedule, and Justice Dino ended forced retirement as the highest penalty for judges
BRAZIL POLITICS · Report · 17 Mar 2026
The Lower House is expected to vote today on an urgent status request for a bill (PL 108/21) that raises the revenue cap for Individual Microentrepreneurs (MEIs). The proposal increases the annual gross revenue ceiling for MEIs to R$130,000. Regarding the proposed end of the six-days-on, one-day-...
Still no space for a third-way candidate and other weekly topics
BRAZIL POLITICS · Report · 17 Mar 2026
Finance Minister Fernando Haddad is expected to leave the ministry to run for governor of São Paulo in October. The Central Bank will decide the benchmark interest rate. A session in Congress is scheduled to promulgate the Mercosur–European Union agreement. The Supreme Federal Court (STF) will be...
Haddad is expected to step down this week to run for Governor of São Paulo, the Central Bank should decide on the benchmark interest rate, and Motta will meet with party leaders to discuss the week’s legislative agenda
BRAZIL POLITICS · Report · 16 Mar 2026
Finance Minister Fernando Haddad (PT) is expected to step down from his post this week. On Thursday (Mar. 19), he is scheduled to present a review of his tenure during an event in São Paulo alongside President Lula. Haddad will run for governor of São Paulo. The Central Bank’s Monetary Policy Com...
Justice Zanin rejected the request to install a CPI on Banco Master, Haddad is expected to step down as Minister of Finance next week, and the federal government announced a reduction in taxes on diesel fuel
BRAZIL POLITICS · Report · 13 Mar 2026
Justice Cristiano Zanin of the Supreme Federal Court (STF) rejected a request filed by Congressman Rodrigo Rollemberg (PSB-DF) seeking to compel the creation of a Parliamentary Committee of Inquiry (CPI) to investigate alleged irregularities involving Banco Master and Banco de Brasília (BRB). Des...
Justice Toffoli recused himself from the request to install a CPI on Banco Master, a new poll on the presidential succession was released, and Senator Flavio Bolsonaro’s candidacy continues to gain momentum
BRAZIL POLITICS · Report · 12 Mar 2026
Justice Dias Toffoli of the Supreme Federal Court (STF) was randomly assigned to report on a writ of mandamus filed by Congressman Rodrigo Rollemberg (PSB-DF) seeking the installation of a Parliamentary Committee of Inquiry (CPI) to investigate Banco Master. However, Toffoli recused himself from ...
Daniel Vorcaro may enter into a plea agreement, members of Congress have submitted a request to install a CPI to investigate the Banco Master case, and Lula’s meeting with Trump has been postponed due to the war in Iran
BRAZIL POLITICS · Report · 11 Mar 2026
In Brasília, the possibility that Daniel Vorcaro may enter into a plea agreement is increasingly being discussed as a real scenario. The decision by Supreme Federal Court (STF) justice and case rapporteur André Mendonça to relax visitation rules for Vorcaro at the federal penitentiary in Brasília...
Haddad will reportedly run for Governor of São Paulo, 35 senators have signed a request to install a CPI to investigate the Banco Master case, and the TSE continues to adjudicate the case against Rio Governor Castro
BRAZIL POLITICS · Report · 10 Mar 2026
Finance Minister Fernando Haddad has reportedly been persuaded to run for governor of São Paulo in October. His departure from the ministry is expected to take place next week. Senator Alessandro Vieira (MDB-SE) yesterday filed a request to establish a Parliamentary Committee of Inquiry (CPI) to ...
The Banco Master case: questions and answers
BRAZIL POLITICS · Report · 10 Mar 2026
Are new revelations likely to intensify attention around the Banco Master case and keep it in the spotlight in the media, Congress, and social networks? Will the press continue to give the case prominent coverage? Could supporters, political allies, and operators close to President Lula and Senat...
The Banco Master crisis is likely to escalate and other weekly topics
BRAZIL POLITICS · Report · 09 Mar 2026
The Public Security Constitutional Amendment Proposal (PEC) is expected to begin moving through the Senate. Banker Daniel Vorcaro may testify before the Senate Economic Affairs Committee. The Chief Justice of the Supreme Federal Court (STF), Justice Edson Fachin, will meet with court presidents t...
Lula has lost political capital compared to the 2022 elections, Vorcaro is expected to testify before the Senate CAE tomorrow, and the TSE will hear a case against the Governor of Rio for irregularities in his 2022 campaign
BRAZIL POLITICS · Report · 09 Mar 2026
Comparing Datafolha polling from 2022 and 2026 shows that President Luiz Inácio Lula da Silva (Workers’ Party, PT) has lost political capital during this period in both first-round and runoff simulations. Bolsonarismo, in turn, has improved its performance. Daniel Vorcaro, owner of Banco Master, ...
The Banco Master case continues to cause repercussions in Brasília, today marks the start of the party-switching window, and STF President Justice Fachin will discuss judicial compensation next week
BRAZIL POLITICS · Report · 06 Mar 2026
Revelations about the conversations between the owner of Banco Master, Daniel Vorcaro, and the authorities continue to emerge and are generating repercussions in Brasília. According to journalist Malu Gaspar, one of the last messages Vorcaro sent on the day he was arrested, November 17 of last ye...
The House approved the Public Security PEC, the CCJ should hold public hearings on reducing working hours and ending the 6x1 work schedule, and the Senate approved the Mercosur-EU trade agreement
BRAZIL POLITICS · Report · 05 Mar 2026
The plenary of the Lower House concluded the vote on the Public Security Constitutional Amendment Proposal (PEC) submitted by the Executive Branch. The text now moves to the Senate. Yesterday morning, the Lower House Constitution and Justice Committee (CCJ) approved a request by Congressman Paulo...
Alcolumbre upheld the CPMI’s decision to access Lulinha’s confidential information, the House may vote on the report on the Public Security PEC, and the Senate may vote on the Mercosur–European Union trade agreement
BRAZIL POLITICS · Report · 04 Mar 2026
The government suffered a defeat in the Senate. Senate President Davi Alcolumbre (União-AP) upheld the decision of the Joint Parliamentary Committee of Inquiry (CPMI) on the INSS to access the confidential information of Fábio Luís Lula da Silva, known as "Lulinha", President Lula’s son. Today, t...