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Events
Databanks
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Argentina databank Jul 11 -
Brazil Economics databank Jul 15
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Central America databank Jun 27
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Chile databank Jul 17
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China databank Mar 21
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Colombia databank Jul 7
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Dominican Republic databank Jun 18
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Ecuador databank Jun 20
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Gulf Countries databank Jul 18
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Hungary databank Jun 23
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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 Jun 27
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Philippines databank Jul 8
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Poland databank Jul 16
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Russia Economics databank Jul 11
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South Africa databank Jul 11
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank Jul 7
NEWS FLASH
UPCOMING WEBINAR - CAUCASUS AND CENTRAL ASIA: POLITICAL PASSIONS IN THE...
COUNTRY INSIGHTS
Chile's local elections: Implications
CHILE · In Brief · 28 Oct 2024
A year out from its next presidential vote, Chile held elections on Sunday for local authorities. These include governors, mayors and city council members. Local elections are seen as a barometer of political strength. On Sunday night President Gabriel Boric said that the results were “sweet and ...
Challenges in going digital while future-proofing banknotes
PHILIPPINES · Report · 28 Oct 2024
Working for greater digitalization, the BSP initiated the formulation and implementation of key policies and regulations, including the creation of the National Payment Retail System as well as the establishment of automated clearing houses (ACH), namely, InstaPay and PESONET, electronic fund tra...
On pause
VENEZUELA · Report · 28 Oct 2024
Nicolás Maduro, who is hugely unpopular, is heading toward his January 10th swearing-in ceremony for a third presidential term guided by two strategic objectives: to ensure cohesion within his ruling group and to build renewed "legitimacy" via tighter institutional control. He counts on repressio...
The MDB and PSD elected the most mayors in state capitals, succession in the Lower House takes center stage after the municipal elections, and there will be 11 public hearings on Tax Reform
BRAZIL POLITICS · Report · 28 Oct 2024
The MDB and PSD emerged from the 2024 municipal elections as the parties that elected the most mayors in state capitals, with five each. With the conclusion of the 2024 municipal elections, succession in the National Congress takes center stage on the political agenda. On Tuesday (October 29), th...
Markets reflect optimism regarding Iranian de-escalation
ISRAEL · Report · 28 Oct 2024
1. Likely de-escalation vis-à-vis Iran supported markets on Sunday. 2. Markets will react to the 2025 fiscal framework to be decided upon towards the end of the week, which may be disappointing. 3. Rapid monetary growth on the back of fiscal expansion poses an inflationary threat.
With $50 billion incoming, what’s next for Ukraine?
UKRAINE · In Brief · 28 Oct 2024
G7 leaders have finalized a $50 billion loan agreement for Ukraine, backed by profits from frozen Russian assets, according to the G7 Finance Ministers' Statement on the Extraordinary Revenue Acceleration (ERA) Loan Initiative released on October 25. The funds will be fully disbursed to Ukraine b...
Cautious optimism regarding Iran de-escalation fuels markets
ISRAEL · In Brief · 28 Oct 2024
Geopolitics: On Friday night, Israel attacked three different sets of targets in Iran. The primary target, Iran’s anti-aircraft systems, seem to have been largely destroyed. The second set of targets involved missiles that were positioned to strike Israel potentially. Lastly, the operation struck...
Politics gets chaotic, economics business as usual
TURKEY · Report · 27 Oct 2024
In yet another startling development to mark the end of a remarkable October, MHP leader Bahceli invited the incarcerated leader of the PKK, Abdullah Ocalan, to address Kurdish party DEM’s parliamentary caucus, raising hopes for a second Peace Process. If PKK declares a cease-fire and renounces v...
Georgian Elections-First Thoughts
CAUCASUS / CENTRAL ASIA · In Brief · 27 Oct 2024
The much-anticipated Parliamentary Elections took place yesterday in a much calmer environment than thought and the Central Election Commission has announced that Georgian Dream has confidently won. With 99.9% of the votes counted, the results are the following: Georgian Dream" - 54.93% with 89 m...
Another weather devastation hits Manila
PHILIPPINES · In Brief · 26 Oct 2024
Despite the government of President Bongbong Marcos spending about half a trillion pesos for flood control projects in just over two years, and there are about 5,000 of them, nothing seems to have come out of such massive public spending. Those projects were nothing to tropical storm Kristine, wi...
S&P affirmed its BBB-/Stable sovereign rating for Hungary yesterday
HUNGARY · In Brief · 26 Oct 2024
This was very much in line with our expectation, but apparently not so with everyone else's. The fact that EURHUF ran slightly above 404 (yes, this page can be found on the internet) ahead of the decision shows quite clearly just how much the government needs to watch its steps with regard to com...
GULF WEEKLY: Saudi FDI rises, IMF updates forecasts, Gaza talks to resume in Doha
GULF COUNTRIES · Report · 25 Oct 2024 · 1 response
A skimmable summary overlaid with our analysis and links. Headlines: * The IMF’s latest forecasts show the GCC will fall into deficit in 2024. * Moody’s argues that if AAOIFI Shariah Standard 62 is implemented it will slow sukuk issuance. * Investment banking fees in the region surged by 27%...
Today is the final day for campaign advertising for the second-round municipal elections, the three branches of government meet to discuss parliamentary fund transfers next week, and the succession in Congress is expected to gain traction
BRAZIL POLITICS · Report · 25 Oct 2024
Today is the final day for campaign advertising for the second-round municipal elections. Additionally, the last debate, hosted by TV Globo, will take place tonight between the mayoral candidates in the runoff. The election is set for Sunday, October 27. Another topic that may progress next week ...
BRICS Summit in Kazan to show Russia is not isolated
RUSSIA / FSU POLITICS · Report · 25 Oct 2024
On October 22-24, the BRICS annual summit took place in Russia’s fifth largest city, Kazan. This is the capital of Tatarstan, a Russian region that is a homeland for the Tatar indigenous ethnic group, whose main religion is Sunni Islam. There was a tight security cordon in Kazan, obliging schools...
Russia: a brief market watch
RUSSIA ECONOMICS · In Brief · 24 Oct 2024
After the end-September rally, the FX market recently remained relatively stable. The ruble hovers around USD/RUB 97 level and looks slightly undervalued. Technically, it may moderately appreciate in the coming weeks, especially if the CBR decides to raise the key rate. However, the budgetary spe...