EM Macro and Politics Nov 3
Report
Egypt: Budget deficit widens 25% y/y to EGP 168bn in Jul-Sep
South Africa: Local elections on November 1 put support for ANC to test
Serbia: Govt cuts 2021 budget deficit to 4.9% of GDP on revenue overperformance
Nigeria: Net portfolio flows into equity remain negative in September
Emerging Markets Central Bank Watch - Oct 2021
Five Emerging Market Developments - 20/10/2021
Slovakia: Budget plan for 2022 overall unrealistic, deficit to come higher than planned
Egypt: Current account deficit surges 65% y/y to USD 18.4bn in FY 2020/21
Russia: Budget 2022 targets 1% surplus; confirms commitment to fiscal prudence
Brazil: Analysts continue to see 100-bp hike in Oct, increase tightening for 2022
Israel: BoI ups GDP growth projection to 7.0% this year, trims it to 5.5% in 2022
Impact of higher gas prices in Russia
Nigeria: CBN forex reserves rise 7.9% m/m to USD 36.6bn at end-Sep on Eurobond sale
Five EM Questions on Macro and Politics
EM Macro and Politics - Sep 29
EM Macro and Politics - Sep 28
EM Macro and Politics - Sep 27
Impact of gas price hikes on inflation in CEE4
EM Macro and Politics - Sep 23
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