Argentina: Recalculating – GDP Would Fall Less Than 11% in 2020
Economic activity grew 13.2% q/q in the third quarter, a better recovery than expected. September’s numbers were in line with our forecast, but INDEC made a significant backward revision of the pandemic months, worsening Q2 and improving Q3. We do not expect September’s … Become a member to read the rest of this article […]
ETHIOPIA: Abiy takes Mekelle, but can he win the peace?
Prime Minister Abiy Ahmed has announced what could be game-changing events in the one month-old conflictwith the Tigray regional leadership. Over the weekend, Abiy announced that the Ethiopian National Defense Force (ENDF) had taken control of Tigray’s capital Mekelle, though t… Become a member to read the rest of this article
INDIA: Federal policies bring farmers to the streets as opposition fans flames
The Bharatiya Janata Party (BJP)-led National Democratic Alliance (NDA) government is struggling to contain protests against a clutch of agricultural reforms introduced earlier this year after thousands of farmers laid siege to New Delhi over the weekend and have resolved to bl… Become a member to read the rest of this article
VENEZUELA: What to expect from 6D legislative elections
Elections for the National Assembly (AN) take place on 6 December. The new legislature will be installed on 5 January 2021 for a five-year term. The regime-controlled National Electoral Council (CNE) has increased the number of seats from 167 to 277. Most opposition parties are… Become a member to read the rest of this […]
MACRO: Policy responses to Covid-19
Below is this week’s updated table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. Cl… Become a member to read the rest of […]
HUNGARY/POLAND: Significant concessions unlikely in talks with EU
Poland and Hungary are unlikely to make significant concessions in the negotiations with the EU, at least in the near term. The rule-of-law talks could destabilize the wobbly United Right coalition government in Poland. Few domestic pressures make Budapest’s position more flexible but not necessarily softer. Yesterday, 30 December, the prime ministers of Hungary and […]