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Events
Databanks
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Argentina databank Oct 28 -
Brazil Economics databank Sep 15
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Central America databank Oct 29
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Chile databank Oct 29
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China databank Mar 21
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Colombia databank Oct 1
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Dominican Republic databank Oct 21
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Ecuador databank Oct 23
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Gulf Countries databank Oct 31
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Hungary databank Oct 17
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India databank Jun 26
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Mexico databank Oct 21
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Panama databank Jul 17
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Peru databank Sep 29
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Philippines databank Oct 8
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Poland databank Sep 29
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Russia Economics databank Oct 16
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South Africa databank Oct 3
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Turkey databank Oct 27
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Ukraine databank Aug 15
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Venezuela databank Oct 6
NEWS FLASH
UPCOMING WEBINAR - NAVIGATING AN OIL GLUT: FISCAL AND RATING RISKS FOR ...
COUNTRY INSIGHTS
A quantum of quietude
TURKEY · Report · 02 Nov 2025
With no major developments in two market-relevant issues that the politics author follows, namely the assault on CHP and corporate raids, he starts with the topic, which is on the lips of every Turkish pundit. He writes about new tensions surfacing between governing partners with a distinct lack ...
Quick update on the refinery fire and US sanctions against Russia
HUNGARY · In Brief · 02 Nov 2025
MOL's refinery at Százhalombatta (called Dufi for short), the only one in Hungary, was hit by a major fire on October. It affected the biggest of the refinery's three distillation units, which represents about 40% of total capacity. A few days later, they started to gradually restart the unaffect...
GULF WEEKLY: Most cut rates, Saudi deficit widens but GDP accelerates, Saudi AI and renewables deals signed, UAE budget expands
GULF COUNTRIES · Report · 31 Oct 2025
A skimmable summary overlaid with our analysis and links. Headlines: * Oil eased to $64 as the market waits on OPEC+ and signs of the impact of Russia sanctions. * Gulf states mirrored the Fed’s rate cut, bar Kuwait, which has the lowest rate and a basket peg. * The GCC-UK FTA is expected to...
CIS Essential Politics: October 16-31
RUSSIA / FSU POLITICS · Report · 31 Oct 2025
- Russian strikes on Ukraine cause nationwide blackouts as winter looms. - Russia successfully tests Burevestnik, a nuclear-powered cruise missile with potentially unlimited range. - Failure to agree to a summit in Budapest leads the US to impose sanctions on Rosneft and Luko...
Right-wing governors announced a “Peace Consortium” against organized crime, next Friday the STF will adjudicate the appeals filed by Bolsonaro, and the benchmark interest rate should remain at 15%
BRAZIL POLITICS · Report · 31 Oct 2025
Right-wing governors announced yesterday, October 30, during a press conference, the creation of the “Peace Consortium”, which will involve the exchange of experiences, actions, and equipment to combat organized crime. The major police operation in Rio de Janeiro against organized crime will cont...
Domestic demand remains weak despite reports of robust real income growth
RUSSIA ECONOMICS · In Brief · 31 Oct 2025
According to Rosstat, total real incomes and real disposable incomes in 9M25 increased y-o-y by 8.0% and 9.2%, respectively. While these figures are preliminary and may undergo slight revisions, the changes are unlikely to be significant. Retail sales, however, rose by only 2.1% in 9M25 and 1.8% ...
Webinar replay: Post-election Argentina: Inflation, growth and the next policy chapter
ARGENTINA · Report · 31 Oct 2025
What do the results of Argentina's midterm elections mean for the country's outlook? Is a monetary/FX regime change in the cards? What are the implications for inflation and growth? How likely is Congress to approve structural reforms over the next two years? What will the US Treasury ask of Arge...
TOPIC OF THE WEEK: Rogue E&O bring about fresh EU action on Kyrgyz banks
CAUCASUS / CENTRAL ASIA · Report · 31 Oct 2025
Earlier in the month I argued that one should worry less about the snap Parliamentary vote in Kyrgyzstan and pay more attention to possible fresh sanctions on the economy, chiefly the banking sector. That threat has now materialized, with the EU slapping transaction bans on two Kyrgyz banks. I hy...
Still no GDP growth in Q3
HUNGARY · In Brief · 30 Oct 2025
GDP remained stagnant in Q3, with 0% qoq growth in real terms, seasonally and day-adjusted, according to KSH's preliminary data published today. This implied 0.6% yoy growth, following 0.2% yoy in Q2 and -0.3% yoy in Q1. In the first three quarters together, GDP expanded by 0.2% yoy only. As the ...
Senator Braga presented a new report on MP 1,304, the House approved the bill that provides a tax incentive program for the chemical industry, and Senator Calheiros submitted a bill that increases taxes on fintechs
BRAZIL POLITICS · Report · 30 Oct 2025
Senator Eduardo Braga (MDB-AM) presented yesterday a new report on Provisional Measure 1,304/25. The new text includes battery storage systems under the Special Incentive Regime for Infrastructure Development (Reidi), maintaining a limit of R$1 billion for the granting of tax benefits but extendi...
Bi-Weekly Economic News Summary
KAZAKHSTAN · In Brief · 30 Oct 2025
Oct 16 CPC: The company has transported slightly more than 54 mln tons (+10.7% y-o-y) of oil in 9M25. National pipeline company: KazTransOil and Transneft extend agreement on oil transit through Russia. CPC: Oil transportation via CPC in 2026 will be lower than in 2025 due to repairs and maintena...
Habemus budget
PANAMA · In Brief · 29 Oct 2025
October 29, 2025 Approval: amounts and process The Legislative Assembly approved the General State Budget on Thursday, October 23 just before October 31, the date on which the ordinary period of legislative sessions ends. The previous year, the budget, despite a controversy between the Executive ...
The sound of silence
CHILE · Report · 29 Oct 2025
The August economic activity data represented something of a setback. We treat these signals with caution: base effects from a year ago remain relevant, and the within-sector pattern is irregular. One-offs continue to drive commerce figures. The level of seasonally-adjusted manufacturing remained...
Glimmers of hope
CENTRAL AMERICA · Report · 29 Oct 2025
Costa Rica’s economic activity trajectory continues at a relatively good pace, within a very uncertain environment in the country’s dual economy, a situation that has persisted for several years. Since Q1 2024 economic activity has been slowing in the definitive regime, but rising in the FTZ, in ...
A massive police operation in Rio left more than 60 dead, latest polls show 30% of voters cited violence as their top concern, and the Chief of Staff and Minister Lewandowski are traveling to Rio to meet with Governor Castro
BRAZIL POLITICS · Report · 29 Oct 2025
A massive police operation against the Comando Vermelho criminal faction in Rio de Janeiro on Tuesday left more than 60 people dead. According to Governor Cláudio Castro (PL), 81 suspects were arrested. The raid is being described as the deadliest police operation in Rio’s history. According to t...