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Events
Databanks
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Argentina databank Aug 22 -
Brazil Economics databank Aug 18
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Central America databank Jul 31
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Chile databank Jul 17
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China databank Mar 21
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Colombia databank Aug 1
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Dominican Republic databank Aug 21
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Ecuador databank Jul 22
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Gulf Countries databank Aug 22
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Hungary databank Aug 19
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India databank Jun 26
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Mexico databank Jul 1
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Panama databank Jul 17
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Peru databank Aug 14
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Philippines databank Aug 6
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Poland databank Jul 16
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Russia Economics databank Aug 14
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South Africa databank Aug 21
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Turkey databank Aug 11
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Ukraine databank Aug 15
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Venezuela databank Aug 21
NEWS FLASH
UPCOMING WEBINAR - AND NOW FOR SOMETHING COMPLETELY DIFFERENT: BRAZIL...
COUNTRY INSIGHTS
Inflation and pork tariffs
PHILIPPINES · In Brief · 06 May 2021
Yesterday’s announcement of a 4.5% headline inflation rate in April, itself unsurprising, appeared to have impelled the executive and legislative departments to come to an agreement on a revised import regime for pork products. The data showed that with the expiry of the 60-day price freeze on po...
EL SALVADOR: Authoritarianism on its way?
CENTRAL AMERICA · Report · 05 May 2021
The removal of all five Constitutional Court members, as well as the Attorney General, was of the most striking decisions taken by the new legislators in their first day of Congress, on May 1, 2020. The constant disagreements of President Nayib Bukele with those officials, particularly strong reg...
Winter is coming - a quantitative review of COVID
ARGENTINA · Report · 05 May 2021
Over the last year, we have been analyzing the economic and political impact of the pandemic, anticipating the scope of this global shock on the local economy. In this report, amid a severe second wave, with an erratic vaccination program being implemented, we add a complementary question: How mu...
The ANC's Strongest Measure in Fighting Corruption within the Party- and perhaps in the country
SOUTH AFRICA · In Brief · 05 May 2021
Today, the ANC issued a formal letter notifying its Secretary General, Ace Magashule, of his temporary suspension. The letter, signed by the Deputy Secretary General (Jesse Duarte), confirms that Magashule is suspended temporarily pending the outcome of fraud and corruption charges he is facing. ...
Former Minister of Health Mandetta’s testimony in the Covid CPI had a large impact in the media
BRAZIL POLITICS · Report · 05 May 2021
Former Minister of Health Luiz Henrique Mandetta’s testimony in the Parliamentary Committee of Inquiry (CPI) had a large impact in the media. Today’s newspapers feature quotes from his testimony criticizing both the government and President Jair Bolsonaro, who, according to Mandetta, went agains...
Russia bans export of buckwheat
RUSSIA / FSU POLITICS · In Brief · 05 May 2021
On May 4 the government said that it had temporarily forbidden shipping buckwheat out of the country. The reason is that prices have risen 4.4% since the start of 2021. The ban takes effect on June 5 and will only be relaxed at the end of August 2021.220,000 tons of buckwheat were exported in 202...
General government deficit target for 2022 set at 5.9% of GDP
HUNGARY · In Brief · 04 May 2021
The draft Budget Act for 2022 has been submitted to parliament today. It aims at a deficit of 5.9% of GDP, down from this year's 7.5% target and 2020's 8.1% actual. This should secure a small reduction of the gross debt ratio, to 79.3% of GDP in 2022 from the 79.9% expected for this year and last...
Testimony in the Covid CPI by former Health Ministers begins today
BRAZIL POLITICS · Report · 04 May 2021
At 10 a.m., the COVID Parliamentary Committee of Inquiry (CPI) hears former Minister of Health, Luiz Henrique Mandetta, and at 2 p.m., former Minister of Health, Nelson Teich. The opposition is hoping Mandetta’s testimony will reflect poorly on the government, as he spent a considerable amount o...
Synthesis of the Brazilian Economy
BRAZIL ECONOMICS · Report · 03 May 2021
More than 400 thousand people have died in Brazil from Covid since its arrival in the country. The strong recent upsurge, which raised the 7-day moving average death toll to 3.2 thousand a day, made April the worst month of the pandemic. With this, the cumulative mortality in the first four month...
Economics: Soft internal demand complicates recovery prospects
MEXICO · Report · 03 May 2021
As of February, industrial activity continued to contract within the same -3.0 to -3.4% range it has been averaging since the beginning of the fourth quarter. The crucial manufacturing industry declined at a similar pace despite hopes that a resurgent US industrial sector could help lift activity...
Politics: The days of the Morena super majority may be numbered
MEXICO · Report · 03 May 2021
This past week President Andrés Manuel López Obrador and Morena ran into a series of legal setbacks with serious implications for the future of his Fourth Transformation project. Perhaps the most important were the INE and TEPJF decisions to close loopholes that the incumbent Morena party exploi...
Tax uncertainties add up to more than R$ 1 trillion and other weekly topics
BRAZIL POLITICS · Report · 03 May 2021
Expectations are high regarding the testimony of the former Ministers of Health and the current Minister of Health, Marcelo Queiroga, in the Pandemic CPI in the Senate. The president of the Lower House, Arthur Lira (PP-AL), has promised to release the final report on Tax Reform today, May 3. Cong...
OMAN: More data needed to clarify the Q1 fiscal performance
GULF COUNTRIES · Report · 03 May 2021
Oman is now publishing fiscal data with just a month lag. The year started pretty well with signs of further expenditure consolidation in January and February. March spending ticked up quite a lot and may have been even higher in reality if it was the first month in which oil production costs wer...
Russia’s political/pandemic update: Russia and the West − “social distancing” to continue
RUSSIA ECONOMICS · Report · 03 May 2021
Despite mild restrictions and widespread non-compliance with safety protocols by ordinary Russians, in April and early May Russia’s pandemic situation remained generally unchanged, showing neither deterioration nor improvement. The officially reported daily number of newly infected people fluctua...
South Africa’s economy – a year into the Covid-19 pandemic
SOUTH AFRICA · Forecast · 03 May 2021
South Africa’s growth: In line with what transpired globally as the Covid-19 pandemic resulted in both a worldwide health crisis and widespread economic crisis, the South African economy experienced a deep contraction of 7% in real GDP in 2020. Yet, a number of tail winds, including fewer restric...