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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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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
Today is the deadline for Congress to approve the payroll tax relief extension, the União Brasil and PDT parties reached an agreement for the House succession race, and the CCJ analyzed the bill on January 8 pardons
BRAZIL POLITICS · Report · 11 Sep 2024
Today marks the deadline for Congress to approve the extension of payroll tax relief for companies and small municipalities. The STF granted the government's request that the relief must identify sources to maintain it. The expectation is that the bill will be approved and sent for presidential s...
More clarity about PM Orbán’s casting of key policy positions
HUNGARY · Report · 10 Sep 2024
PM Orbán has just revealed a bit more about his plans regarding key policy positions after Mr. Matolcsy’s expected departure from the MNB in March 2025. The other day, he said that one of his government ministers will take over the MNB, and another one will take responsibility for the newly re-me...
President Lula announced the new Minister of Human Rights, the House approved the urgent status for the payroll tax bill, and the União Brasil party will meet to discuss the succession race in the House
BRAZIL POLITICS · Report · 10 Sep 2024
Yesterday, President Lula confirmed on his social media profiles that the new Minister of Human Rights will be State Deputy Macaé Evaristo (PT-MG). She will take over for Silvio Almeida, who was removed from the position after facing accusations of sexual harassment. The Lower House approved the ...
Economics: Toll of peso depreciation on public finances and inflation sets a shaky stage for the incoming presidential administration
MEXICO · Report · 10 Sep 2024
After a relatively long period of stability following the Covid pandemic there has been a significant depreciation of the exchange rate, beginning the day after the June 2 elections and accelerating considerably in recent weeks. A series of internal factors have contributed to the softening of...
Why is the forint weaker early this week?
HUNGARY · In Brief · 10 Sep 2024
The forint spent the past one-month period in the state of spectacular stability, the EURHUF hovering in a narrow range between 390-395, a level which everyone appeared to be satisfied with. But starting last night, it suddenly weakened to EURHUF 396-398, which is no big move but a bit unusual. A...
The president highlighted key initiatives of his government and other weekly topics
BRAZIL POLITICS · Report · 09 Sep 2024
The House is preparing for the last concentrated effort week before the municipal elections. A one-week-per-month system for discussing priority issues was implemented due to the October elections. In September, the expectation is for votes on issues considered crucial for both the government and...
Politics: Judicial Reform and moves to eliminate autonomous agencies spark widespread opposition
MEXICO · Report · 09 Sep 2024 · 1 response
Although President Lopez Obrador and President-Elect Claudia Sheinbaum feel, perhaps justly, that they have wind in their sails following Morena’s impressive showing on a national and local level in the June 2 elections, opposition to their moves aiming to eliminate the Autonomous Constitutional ...
Running Out Of Options
BRAZIL ECONOMICS · Report · 09 Sep 2024 · 1 response
In its last Copom meeting, the Central Bank forecasted inflation at 3.2% in the 12-month period to March 2026, assuming an unchanged policy rate. Since then, economic activity has been stronger than expected, accelerating in the second quarter, while the unemployment rate and capacity utilization...
Inflation is declining, economic activity is slowly recovering but foreign reserves are depleting
ARGENTINA · Report · 09 Sep 2024
Inflation has stabilized between 3% and 4% monthly, and the government anticipates a further decline. Economic activity is showing signs of a slow but promising recovery. Real wages for workers and retirees are improving, and consumer credit is beginning to reemerge. Furthermore, the governme...
Some issues in the labor market
PHILIPPINES · Report · 09 Sep 2024
Some economists and market watchers have raised the issue that when inflation rate was 4.4% in July 2024 in the Philippines, unemployment rate was 3.1%. However, when inflation rate decelerated to 3.3% in August 2024, unemployment rate was reported to have swelled to 4.7%. This is not exactly inc...
Sequestering "unused" funds, a case of bad fiscal management
PHILIPPINES · In Brief · 09 Sep 2024
It is easy to abstract the issue surrounding the Philippines’ Department of Finance circular directing all government owned and controlled corporations (GOCCs) including the Philippine Health Insurance Corporation (PhilHealth) to remit what it called excess funds back to the Bureau of the Treasur...
The House will hold a week of concentrated voting efforts, Bolsonaro held a demonstration on Saturday mainly against STF Justice Alexandre de Moraes, and the CAE will hold a hearing on the suspension of X and Starlink
BRAZIL POLITICS · Report · 09 Sep 2024
The Lower House is entering another concentrated week of legislative activities. On the agenda are votes on topics considered crucial for both the government and Congress, such as: reinstating payroll taxes; remaining amendments to Complementary Bill No. 108/24, which regulates the Management Com...
Wage pressure remains strong
ISRAEL · Report · 09 Sep 2024
1. The private sector is less optimistic regarding future growth. 2. Rapid wage growth remains an inflationary risk. 3. Israeli institutions have increased their exposure to both foreign assets and to FX.
Expect falling headline inflation data for August tomorrow
HUNGARY · In Brief · 09 Sep 2024
KSH is set to publish its CPI-inflation data for August tomorrow. Essentially everyone expects that the headline rate will move downwards from July's actual 4.1% yoy. The MNB, as we reported earlier, predicted 3.4% yoy in its Q2 inflation report (true, that forecast also included 3.8% yoy for Jul...
Ukraine engages in government reshuffle amidst Russian advance in Donbass
RUSSIA / FSU POLITICS · In Brief · 08 Sep 2024
On September 4, Zelensky reshuffled his cabinet. Many ministers resigned pre-emptively. The move came amidst rumors that a reshuffle was imminent, so members of the government were prepared. That day, the head of the ruling Servant of the People Party, David Arakhamia, wrote on Telegram that over...