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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 Nov 3
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Russia Economics databank Oct 16
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South Africa databank Nov 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
Trade talks and fourth plenum end with a whimper
CHINA ADVISORY · Report · 03 Nov 2025
Two important meetings—on China’s five-year plan and between Xi and Trump—have ended not with a bang but a whimper. Trump retrenched to pre-tariff trade agreements but there were no long-term structural changes or solutions to the underlying conflicts. Meanwhile, China’s Central Committee met for...
Synthesis of the Brazilian Economy
BRAZIL ECONOMICS · Report · 03 Nov 2025
TERMITES IN LULA’S WORKS FROM EUPHORIA TO HANGOVER – Just like termites, the truth is stubborn and eventually surfaces at the height of the party. Happily surfing the wave of Trump’s friendly gestures and a rise in popularity — despite still-high rejection — Lula’s “luck” once again became the m...
The last polls
CHILE · In Brief · 03 Nov 2025
It does not feel like electoral season in Chile. Historically, elections saw the country’s streets plastered (or littered) with political advertising. But the increasing domination of social media in politics has translated into much less money being spent on street signage. At the same time, man...
Three polls show a majority of Rio residents approve of the mega-operation against organized crime, the STF will review Bolsonaro’s appeals on Friday, and the Central Bank will decide on the benchmark interest rate
BRAZIL POLITICS · Report · 03 Nov 2025
In addition to the AtlasIntel poll released last Friday, October 31, three institutes – Quaest, Datafolha, and Paraná – published polls measuring how residents of Rio de Janeiro (RJ) view last Tuesday’s large-scale operation against organized crime in the Alemão and Penha complexes. The STF will ...
Upcoming webinar - Navigating an oil glut: Fiscal and rating risks for the Gulf
GULF COUNTRIES · Report · 03 Nov 2025
Date: 4 Nov 2025 Time: 10:00 AM Eastern Time What's next for the GCC in an environment of low oil prices but tight spreads? How will OPEC+ navigate market concerns about an oil supply glut? How are diversification efforts progressing? Can Gulf states keep their deficits and borrowing in check...
Israel’s economic conditions in Q3 2025: after Iran, before the ceasefire
ISRAEL · In Brief · 03 Nov 2025
As data for August and September 2025 begin to accumulate, we now have a clearer statistical picture of Israel’s economic performance in the third quarter. The key question we seek to answer is how the Israeli economy responded to the end of the military operation against Iran and whether the rec...
Better than expected, worse than it should be
TURKEY · Report · 03 Nov 2025
Consumer prices increased by a somewhat lower than expected 2.6%, m/m, in October, with the annual CPI inflation rate easing slightly to 32.9%, from 33.3% in September. Producer prices rose by 1.6%, m/m, as 12-month PPI inflation edged up modestly to 27%, from 26.6% a month earlier. The declin...
Who knows? Gauging the risk of U.S. intervention in Venezuela
VENEZUELA · Report · 03 Nov 2025
In the United States, different political camps seem to be converging on one key point: that Maduro’s ouster is part of the broader fight against drug trafficking and could justify military intervention. Although the U.S. troop buildup in the Caribbean has not disrupted cohesion within the Ven...
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...