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Macro Analysis / Mexico

Mexican unemployment ticks lower, driven by formal sector

In contrast to recent months, job gains concentrated in the formal sector (63.4% of the total), with a decline of the informality rate to 54.9% from 55.1% in August. All in all, this implies that overall employment levels remain 4.6 million below tho...
Banorte Juan Carlos Alderete Macal
Juan Carlos Alderete Macal @ Banorte 21 October 2020
Mexico unemployment rate ticks lower, driven by formal sector
Mexico unemployment rate ticks lower, driven by formal sector
Sovereign Analysis / Ukraine

Ukraine: Another IMF review, another delay

IMF review schedule now delayed as government's commitment to reform is called into question. Key areas of focus are central bank independence, anti-corruption framework, corporate governance and 2021 budget. Not clear when review will be completed,...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 21 October 2020
Ukraine: Another IMF review, another delay – notes from virtual meetings
Ukraine: Another IMF review, another delay – notes from virtual meetings
Strategy Note / United States of America

Google anti-trust implications for mega Tech and EMs in its shadow

Nevertheless, greater anti-trust regulatory scrutiny for mega Technology adds to other worsening risk factors this year: nationalist regulation, China-Taiwan territorial friction, and much dearer valuation multiples. Investors continue to look throug...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 21 October 2020
Google anti-trust implications for mega Tech and EMs in its shadow
Google anti-trust implications for mega Tech and EMs in its shadow
Macro Analysis / Russia

Russia 9M 20 macro stats: Sliding deeper instead of rebounding

The weakness in retail and production patterns, which disappointed in August, intensified in September. Retail trade shrunk 3.0% y/y; manufacturing output started to contract again in September. Monetary or fiscal support unlikely to come in 4Q20.
Alfa Natalia Orlova
Natalia Orlova @ Alfa 21 October 2020
Flash Report / Nigeria

Nigeria: #EndSARS risk spreads to lockdown and Niger Delta oil threat

The ENDSARS protest in Nigeria has escalated quite quickly over the past two weeks with several killings across the country. Things are unlikely to remain the same after this. The risks are likely tended more to the downside from this point. This is...
Tellimer Research Janet Ogunkoya
Janet Ogunkoya @ Tellimer Research 21 October 2020
Nigeria: #EndSARS risk spreads to lockdown and Niger Delta oil threat
Nigeria: #EndSARS risk spreads to lockdown and Niger Delta oil threat
Macro Analysis / Global

Rates Spark: Encouraging signs

Flows data in the past week clearly show buying in long duration product, which is acting to mute upside potential for yields. Even though core Eurozone yields have come off their lows, they sustain an anchor effect for Treasuries. Such an event, whi...
ING Think
ING Think 21 October 2020
Rates Spark: Encouraging signs
Rates Spark: Encouraging signs