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COLOMBIA: Cabinet reset may ease congressional strains but protests to resume

COLOMBIA: Cabinet reset may ease congressional strains but protests to resume | Speevr

On 7 February, President Ivan Duque finally ended weeks of speculation with the announcement of a partial cabinet reshuffle. Three portfolios – Health, Labor, and Agriculture – have new ministers, while a change at Interior was announced at the end of January. Takeaways and impli…   Become a member to read the rest of this […]

SOUTH AFRICA: Pensions to Eskom’s rescue?

Teneo-Europe-Report

● Plans to tap into public pension funds to take on ZAR 254bn of Eskom debt have gained significant momentum and may feature prominently in this week’s State of the Nation Address (SONA). ● From an operational perspective, Eskom’s constraints will be worse than last year, and …   Become a member to read the […]

Macro Series – Focus – Degenerative condition: slowing potential growth

Macro Series - Focus - Degenerative condition: slowing potential growth | Speevr

Potential growth has been in long-term decline in the advanced economies. Demographic forces are likely to continue to put downward pressure on the capacity to grow. Near zero or negative overall potential growth would no doubt be unfamiliar and disturbing. But argua…   Become a member to read the rest of this article

LATAM PULSE

LATAM PULSE | Speevr

This week, Argentina sees another week of debt-related discussions – probably without much in the way of specifics materializing; also this week, January’s inflation data will be published. Venezuela could face more US sanctions, while Colombia will confirm its final figure for 2…   Become a member to read the rest of this article

CHINA: Coronavirus does not pose imminent threat to Xi’s status

CHINA: Coronavirus does not pose imminent threat to Xi's status | Speevr

● The coronavirus epidemic poses no immediate challenge to Xi Jinping’s political standing. ● But if the crisis worsens, Xi’s enemies may use it as an opening to challenge his bid for a third term in 2022. ● Even if Xi’s personal standing weakens, the crisis is unlikely to …   Become a member to […]

WEEKLY POLITICAL COMPASS

WEEKLY POLITICAL COMPASS | Speevr

Many factories remain closed in China. Constitutional amendments continue to progress through Russia’s parliament. Germany’s main governing party will have to look for a new leader. Meanwhile, India’s ruling party is bracing for yet another defeat, Romania’s new cabinet will be u…   Become a member to read the rest of this article