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Events
Databanks
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Argentina databank Jan 30 -
Brazil Economics databank Jan 20
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Central America databank Jan 29
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Chile databank Jan 23
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China databank Mar 21
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Colombia databank Feb 4
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Dominican Republic databank Jan 27
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Ecuador databank Jan 21
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Gulf Countries databank Feb 6
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Hungary databank Jan 23
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India databank Jun 26
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Mexico databank Jan 15
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Panama databank Nov 12
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Peru databank Jan 30
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Philippines databank Feb 6
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Poland databank Feb 4
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Russia Economics databank Jan 16
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South Africa databank Feb 6
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Turkey databank Dec 24
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Ukraine databank Nov 10
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Venezuela databank Feb 6
NEWS FLASH
UPCOMING WEBINAR - PERU IN 2026: POLITICAL RISKS, ELECTIONS, AND ECONOM...
COUNTRY INSIGHTS
Cabinet shuffle in Chile
CHILE · In Brief · 10 Mar 2023 · 1 response
If a week is a long time in politics, this one was endless, especially for president Gabriel Boric. On Wednesday the government’s tax reform was voted down in the House of Deputies. Although the government was quick to blame the opposition – and the opposition indeed opposed the reform as it was ...
Russian Macro: Consumer Lending Unlikely to Drive Growth in 2023
RUSSIA ECONOMICS · Report · 10 Mar 2023
As Russia’s inflation peaked last year amid a sharp devaluation of the ruble, financial markets were shaken but not yet “stirred”. A combination of administrative measures, such as some form of capital controls combined with the key rate hike, helped the country’s financial markets to survive wit...
GULF WEEKLY: Saudi-Iran ties restored, Qatar and Abu Dhabi reshuffle officials, Saudi Q4 GDP & fiscal data
GULF COUNTRIES · Report · 10 Mar 2023
A skimmable summary overlaid with our analysis and links. Headlines: * Saudi Arabia and Iran agreed in China to restore diplomatic relations after a 7 years hiatus. * Saudi GDP grew by 5.5% in Q4 and 8.7% in 2022 as a whole, close to the flash estimates. * Transport, finance and business ser...
Inflation falls below 11% in February
RUSSIA ECONOMICS · In Brief · 10 Mar 2023
Rosstat reported that m-o-m inflation in February was at 0.46%, and it fell to 10.99% y-o-y. At the same time, Rosstat announced that in seven days ending on March 6, inflation was 0.0%, implying that YTD inflation remained the same, namely at 1.3%. As inflation was close to zero in the past thre...
Current account surplus narrows in February but still remains strong enough
RUSSIA ECONOMICS · In Brief · 10 Mar 2023
The CBR reported that the current narrowed to $5.8bn last month, while in January it was at $7.1bn. Therefore, in 2M23, it reached $12.9bn and was well below $37.7 bn in 2M22. The balance of goods and services was at $15.3 bn, implying that the income balance, i.e., the difference between the cur...
Slide presentation: Panama - Economic outlook 2023: Real and fiscal issues
PANAMA · Report · 10 Mar 2023 · 1 response
Get insight into Panama's macro outlook with the slides from Marco Fernandez's presentation, "Panama - Economic outlook 2023: Real and fiscal issues".
Lira said that the government does not have enough votes to approve bills, the opposition is still pushing for a CPI on the January 8 attacks, and the government is looking into publishing a decree on the sanitation sector
BRAZIL POLITICS · Report · 10 Mar 2023
On Monday, during an event at the São Paulo Commercial Association, Lira said that the government does not have enough support to approve bills that require a simple majority. He said he is waiting for the government to organize itself. The opposition is still pushing for the installation of a Jo...
The puzzles of the exchange rate and monetary policy
INDIA · Report · 10 Mar 2023
RBI has defended an exchange rate of about 82 or 83 rupees to the dollar in recent weeks. This interest rate defence involves raising the short rate. The third outcome that RBI is managing is the long rate: in its capacity as the debt manager for the government, it has held down the long rate...
Russia’s Political/Pandemic Update: Fahrenheit 451 and a 360-Degree Turn
RUSSIA ECONOMICS · Report · 09 Mar 2023
As the coronavirus pandemic is coming to an end, the geopolitical pandemic keeps spreading and contaminating more and more brains. Even though Russia suspended its participation in the Treaty on the Reduction of Strategic Offensive Arms (START), February was a routine month for Russian politics a...
South Africa records its first annual current account deficit since 2019
SOUTH AFRICA · Report · 09 Mar 2023
Data released by the South African Reserve Bank indicates that South Africa’s current account switched from a (revised) surplus of R3.1 billion in the third quarter to a deficit of R174 billion in the fourth quarter of 2022. As a ratio of GDP, the current account thus switched to a deficit of 2.6...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 09 Mar 2023
Feb 24 KazTransOil: Kazakhstan has started transporting oil to export it to Germany Feb 25 Foreign Ministry: Kazakhstan welcomes China's position on the political settlement of the Ukrainian crisis and supports a peaceful solution to this problem based on the principles of the UN Charter. Feb 27 ...
The outlook for private investment
INDIA · Report · 09 Mar 2023
During the pandemic, at first, the biggest firms fared rather well, and this was reflected in the earnings growth of listed companies. There are two problems with this post-pandemic growth. First, this was a case of the biggest firms’ gaining share, which could only happen for a limited period of...
Russian aerial attacks on Ukraine
RUSSIA / FSU POLITICS · In Brief · 09 Mar 2023
On March 9 large scale attacks killed at least 7 Ukrainians and resulted in electricity cuts in many parts of Ukraine. Ukraine said that it had shot down almost half the 81 missiles. Power stations were targeted yet again. Lviv was one of the 10 regions targeted. Lviv is in the west of the countr...
Iran alleged to be arming Russia
RUSSIA / FSU POLITICS · In Brief · 08 Mar 2023
On March 8 a British TV channel claimed that Iran is shipping bullets, rockets and mortar shells to Russia via the Caspian Sea. The munitions were allegedly sent by two Russian cargo ships. Sky News said that the shipment included 100 million bullets, 300,000 shells and 10,000 flak jackets and he...
Peso debt swap with a renewed BCRA put option to shield the domestic debt market ahead of the elections
ARGENTINA · Report · 08 Mar 2023
Tomorrow, Thursday, March 9, from 10:00 AM to 3:30 PM (BA time), the Treasury will be receiving bids to participate in a debt swap to extend the maturity of peso debt instruments, offering inflation-adjusted instruments maturing between April 2024 and February 2025. The government aims to push fo...