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 Username or […]
Argentina: Waiting for the budget
On September 15, 3 days after the primary elections, Congress will receive from Martín Guzmán the budget bill for 2022. Although the budget has not traditionally had the importance in Argentina that it usually has in other democracies thanks to different factors such as the use o… Become a member to read the rest […]
WEEKLY POLITICAL COMPASS
Japan will soon have a new prime minister. Chinese officials allegedly rejected demands by the US climate envoy. Germany’s Social Democrats continue to lead the polls. The presidents of Russia and Belarus will meet amid joint military exercises. Meanwhile, India’s prime minister … Become a member to read the rest of this article
LATAM PULSE
This week, in Brazil, President Jair Bolsonaro is aiming for a show of force in a day of protests. Argentina holds its primaries ahead of November’s mid-terms. In Colombia, the new tax reform – the third such initiative under President Ivan Duque – goes to congressional votes thi… Become a member to read the […]
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
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, a new congressional session opens in Mexico. Brazil gears up for potentially stormy protests next week. In Chile, another pension withdrawal is under consideration but faces a more difficult path than previous withdrawal initiatives. Meanwhile, the race to succeed Colo… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
China is cracking down on labor abuses in the tech sector. Zambia’s new Finance Minister is expected to prioritize IMF talks. Meanwhile, a no- confidence motion against Thailand’s Prime Minister is likely to fail, and Ukraine’s President Volodymyr Zelensky will meet his US counte… Become a member to read the rest of this article
Argentina: Agreement With the IMF: One More Round Is Missing
This week, Argentine financial asset prices soared. Some say that the polls are bad for the government and that is good for the markets. Others attribute the rally to the versions that circulated in the press about an imminent agreement with the IMF. Our base scenario was always … Become a member to read […]
Argentina: Special Analysis on Construction and Real Estate
I. Is there a way to turnaround the economy? 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 hovering a… Become a member to read the rest […]