WEEKLY POLITICAL COMPASS
Exploratory talks about a “traffic light” coalition are likely ahead in Germany. Huawei’s chief financial officer has returned to Canada. Meanwhile, Japan’s ruling party will hold its leadership election, Turkey’s parliament will return from its summer recess, Brazil’s president … Become a member to read the rest of this article Username or E-mail Password […]
Argentina: Special Analysis on Public debt. Will it be sustainable this time?
I. A poor election and a Government under pressure Inflation, the exchange rate, and economic activity are moving in election mode. The government is using all its firepower to keep the main economic variables under control. Inflation, which had reached 4.8% in March is now hove… Become a member to read the rest of […]
Argentina: More Short-Term Uncertainty, an Opportunity in the Long Term
The results of the primary elections were surprising, as well as how quickly internal tensions escalated within the ruling coalition. The market’s vote was a cautiously optimistic one, recognizing that the short term is fraught with problems, although the chances of a regime chan… Become a member to read the rest of this article
MACRO: Policy responses to Covid-19
Below is our weekly summary table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. The updated table includes information about each country’s vaccination strategy. Please do not hesitate to cont… Become a member to read the rest of this article
LATAM PULSE
This week, Argentina has a new cabinet after Vice-President Cristina Fernandez (CFK) flexed her political muscles in the wake of the 12 September mid-term primaries. In Brazil, a report from the Senate inquiry into the government’s handling of the pandemic will be released. Chile… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
Russian President Vladimir Putin’s party won the State Duma elections. Voters will go to the polls in Germany. Turkey’s central bank could start easing monetary policy. Meanwhile, China is defending its recent crackdown on tech companies, a leadership contest will be held in Roma… Become a member to read the rest of this article
EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges
Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges they face. Below are some of the latest developments. Please do not hesitate to contact us if you want to discuss any of the countries mentio… Become a member to read the rest of this article
Argentina: The Current Rate of Intervention Is Unsustainable
The BCRA sold more than 800 million dollars since the FX market changed from positive to negative on August 26. There are several factors behind that. There were companies that canceled debts in dollars, banks that had reduced their foreign currency position a few months ago and … Become a member to read the […]
LATAM PULSE
This week, Argentina’s governing coalition is reeling from a heavy setback in yesterday’s obligatory primary voting which will be difficult to reverse in November’s mid-terms. Ecuador will see union-led protests against government reform proposals. This week also offers an opport… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
Antitrust efforts are escalating in China. An Olaf Scholz chancellorship is becoming more and more likely in Germany. Argentina’s ruling party suffered a setback in a congressional primary vote. Meanwhile, the ruling party’s leadership contest will start in Japan this week, Russi… Become a member to read the rest of this article