GlobalSourcePartners

Istvan Racz on #Hungary’s politics – The selection of a competent Public Prosecutor and laws against hiding wealth, especially for politicians, are key in the renewed fight against corruption. #EmergingMarkets $USDHUF globalsourcepartners.com/pos…

Iraj Abedian on #SouthAfrica’s budget statement - Fiscal consolidation is gaining traction, while the proposed introduction of a statutory fiscal sustainability framework is an important institutional development. #EmergingMarkets $USDZAR globalsourcepartners.com/pos…

Andres Escobar on #Colombia’s budget – The budget misstep is a rookie mistake that could imperil items such as healthcare spending #EmergingMarkets $USDCOP globalsourcepartners.com/pos…

Sani Ziv on #Israel – Post-election political deadlock scenarios include an Eisenkot minority government supported by Arab parties, an opposition-controlled Knesset without a new government or a Likud–Eisenkot unity government. $USDILS #EmergingMarkets globalsourcepartners.com/pos…

Marco Fernandez on #Panama - A resumption of operations would give a boost to economic growth, employment, exports, and fiscal revenues. We expect mining activity to resume around mid-2027.#USDPAB #EmergingMarkets globalsourcepartners.com/pos…

Istvan Racz on #Hungary’s politics in the newly-elected Tisza Administration – The government is using its recently reinforced power status to step up its anti-corruption efforts, and it has become aggressive in that regard. #EmergingMarkets $USDHUF globalsourcepartners.com/pos…

Guillermo Valdes on #Mexico’s politics - Traditional street crime has fallen but gangs have diversified into highway cargo theft, fuel theft, cybercrime, extortion, and fraud, influencing public contracting and social programs. #EmergingMarkets $USDMXN globalsourcepartners.com/pos…

Iraj Abedian on #SouthAfrica – The May rate hike came at a challenging point in the growth cycle, and leading indicators also signal weakness #EmergingMarkets $USDZAR globalsourcepartners.com/pos…

Guillermo Valdes on #Mexico’s State of the Union Address – Many of the achievements noted were selective and out of context, and public opinion is critical of Sheinbaum's handling of security, corruption, and organized crime. #EmergingMarkets $USDMXN globalsourcepartners.com/pos…

Alfredo Thorne on #Peru’s politics – We think the government can pass some of its proposed reforms, underlying our positive economic view. $USDPEN #EmergingMarkets globalsourcepartners.com/pos…

Guillermo Valdes on politics in #Mexico - A seemingly minor U.S. administrative action has cascaded into a test of loyalty and internal cohesion within Mexico's governing coalition, putting President Sheinbaum in an uncomfortable position. $USDMXN globalsourcepartners.com/pos…

Robert Funk on #Chile’s options in the face of the US tariffs – Kast hoped that ideological proximity to the Trump Administration would provide protection, but current US trade policy is about transaction. $USDCLP #EmergingMarkets globalsourcepartners.com/pos…

Ivan Tchakarov on #Armenia’s politics – Increasing risk regarding Constitutional reform and Armenia’s geopolitical orientation. #EmergingMarkets $USDAMD globalsourcepartners.com/pos…

Robert Funk and Igal Magendzo on #Chile's politics - A win for the government but the fiscal implications are troublesome globalsourcepartners.com/pos…

Istvan Racz on #Hungary’s politics – PM Magyar takes another pragmatic step towards fiscal stabilization. #EmergingMarkets $USDHUF globalsourcepartners.com/pos…

Guillermo Valdes on #Mexico – Entrenched local arrangements, reinforced through exchanges of electoral support for territorial permissiveness, leave Mexico exposed precisely when Washington is applying targeted pressure on individual politicians. $USDMXN globalsourcepartners.com/pos…

Istvan Racz on #Hungary’s fluid politics – While the situation with the president remains unclear, what is clear is that Fidesz is losing the battle for ordinary souls. $USDHUF #EmergingMarkets globalsourcepartners.com/pos…

Iraj Abedian on #SouthAfrica’s Financial Stability Review - The outlook for the financial markets is increasingly asymmetric: domestic fundamentals have improved but external developments could exert the greater influence on asset prices #EmergingMarkets globalsourcepartners.com/pos…

Guillermo Valdes on #Mexico – The justice system faces a historic structural crisis with direct geopolitical consequences stemming from a system so dysfunctional that it has forfeited the confidence of its own citizens and foreign governments. $USDMXN globalsourcepartners.com/pos…

Istvan Racz on #Hungary’s political transition – PM Magyar is moving ahead with the removing Fidesz-friendly top public officials, and the Constitutional Court seems to be on board #EmergingMarkets $USDMXN globalsourcepartners.com/pos…