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Argentina sends its first cherries to China by air freight. In time for Chinese New Year! Good outcome of China talks during G20.https://twitter.com/el_econ/status/1088809343959646211 …
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Fiona Mackie Retweeted
Career prospects for Mexican women still stuck in the slow lane via
@FThttps://www.ft.com/content/9292240a-1d68-11e9-b2f7-97e4dbd3580d …Thanks. Twitter will use this to make your timeline better. UndoUndo -
The cost of Argentina's adjustment: deep recession continues. November activity index down by 2.3% month on month. We assume recovery in activity later this year, but consumers will still be struggling amid still-high inflation.pic.twitter.com/YwloEqufTh
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Fiona Mackie Retweeted
Check out our latest free Brexit analysis by
@DHaralambous and@AgatheDemarais We now expect that the most likely outcome from the current political impasse is a 2nd referendum that could include "no deal" or even "no Brexit" live political options http://country.eiu.com/article.aspx?articleid=317580415&Country=United%20Kingdom&topic=Politics&subtopic=Forecast&subsubtopic=Political+stability …pic.twitter.com/QInf9PSHicThanks. Twitter will use this to make your timeline better. UndoUndo -
Fiona Mackie Retweeted
On a day of mass protests Juan
#Guaidó, the leader of the opposition in#Venezuela, has declared himself interim president, with the backing of the#US. But the path to toppling the#Maduro regime is far from clear. The EIU analysis: https://bit.ly/2Hx0wobThanks. Twitter will use this to make your timeline better. UndoUndo -
The next step for the US in Vz could be oil sanctions that hit the Maduro regime hard. The US is still the biggest buyer of Vz crude. Oil sanctions are risky, and not universally approved, by US refiners or by Venezuelans, who will bear the brunt of them. See
@davidgaffen thread.https://twitter.com/davidgaffen/status/1088153176711274499 …Thanks. Twitter will use this to make your timeline better. UndoUndo -
Fiona Mackie Retweeted
Mexico isn't. Presidential spokesman Jesus Ramirez just told me: "There is no change in position" and that Mexico recognises Maduro. "We'll respect the political process in Venezuela."https://twitter.com/tomphillipsin/status/1088143676554051585 …
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We've been forecasting regime change in
#Venezuela in 2019, with the economy in shambles and the patronage system under strain. But until now regime change has seemed most likely to come from internal splits in govt. The reawakening of the opposition this month has been strikingShow this threadThanks. Twitter will use this to make your timeline better. UndoUndo -
Big news in Venezuela as opposition leader declares himself interim president, and garners US support. All eyes are on Venezuela’s armed forces, who will hold the key to power as huge anti-Maduro protests continue.https://twitter.com/whitehouse/status/1088136422320689152 …
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Business confidence in Brazil is booming. The latest data for Jan show it heading towards historic highs for the index. Bolsonaro's flubbed performance at Davos yesterday suggests there should be at least some reason for investor caution.pic.twitter.com/6782BNGIaF
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Argentina's external sector adjustment is well under way. The 2018 trade deficit more than halved, and the December surplus was the largest since 2007. Encouraging to see adjustment come not just from import drop, but from exports. Export volumes rose by 20% in December.pic.twitter.com/xu1YvGejD1
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Just released data from Argentina show a substantial adjustment in primary spending of 4 percentage points in three years of Macri govt. Big, sustained adjustment, but also clear there's still a long way to go (and the problem of rising interest costs to address too).pic.twitter.com/NGqcSxchxz
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Good news in Argentina, where the 2018 primary fiscal deficit was lower than budgeted at 2.4% of GDP (target of 2.7% of GDP). The deficit has been the fundamental driver of Argentina's imbalances and good to see progress here. We think 2019's target is tough but achievable.
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Fiona Mackie Retweeted
In case there was any doubt that we're living in increasingly uncertain times... The IMF &
@Standford's Nicholas Bloom have crunched the data on how often the word "uncertainty" appears in@TheEIU 's analysis. http://www.policyuncertainty.com/media/WUI_mimeo_10_29.pdf …pic.twitter.com/ObN5TEgZb5Thanks. Twitter will use this to make your timeline better. UndoUndo -
Nice article on the early days of the Bolsonaro administration, which have featured a lot of confusion, some miscommunication and minor setbacks. Expect things to pick up once Congress reconvenes in February. From
@robertw83183481https://twitter.com/TheEIU_LatAm/status/1085943667091800065 …Thanks. Twitter will use this to make your timeline better. UndoUndo -
Fiona Mackie Retweeted
We no longer think
#Brexit will happen on March 29th. PM May looks set to lose tomorrow’s vote and with the Article 50 deadline looming in 2.5 months, time is running out for the government to pursue a new/revised Brexit plan.Show this threadThanks. Twitter will use this to make your timeline better. UndoUndo -
Fiona Mackie Retweeted
It's very important for a central bank to get its communication right!https://twitter.com/CentralBankJA/status/1083139487415316482 …
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Fiona Mackie Retweeted
He was 15 when Chavez got elected. He survived the mudslides that destroyed his home state of Vargas. He is part of the 2007 student generation. Now at 35, he is the only leader w an electoral mandate and international recognition. Meet
@jguaidohttps://www.americasquarterly.org/content/meet-new-face-venezuelas-opposition#.XDdQ5xoLZHU.twitter …Thanks. Twitter will use this to make your timeline better. UndoUndo -
Fiona Mackie Retweeted
Chinese FDI to Brazil fell to $2.8bn in 2018, down from $11.7bn, amid uncertainty over Bolsonaro's policies towards Chinese investment in strategic sectors. FDI surged in 2015-17 as Brazil's crisis (and weaker currency) gave cheap entry points to acquire assets in energy.
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Important caveat on the GDP per head chart. GDP per head from ~2008 right up to 2018 was flattered by increasingly problematic currency overvaluation--all was not well in Venezuela in the run-up to Maduro. He inherited huge problems that he's made a lot worse.https://twitter.com/fionamackie14/status/1083347913277915136 …
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