OGResearch Macro Portal Newsletter -- October 2026

 

October 6, 2026

Dominican Republic‍

  • Economic activity sharply rebounded, driven by construction and tourism sector
  • Inflation will ease back towards the central bank's target as energy shocks dissipate
  • Peso will slightly depreciate to maintain external competitiveness

Kazakhstan‍

  • Growth is expected to moderate as consumer lending cools down
  • Inflation is gradually decelerating into single-digits, driven by the strong exchange rate
  • Normalization of oil prizes and deteriorating trade balance will lead to depreciation

Malawi‍

  • Growth will remain poor, constrained by structural bottlenecks
  • Inflation will slowly cool down as IMF-backed fiscal tightening takes effect
  • Looming IMF program requirements make an official currency devaluation inevitable

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Read the forecasts in detail on our Macro Portal.

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‍Forecast updates in November:‍

  • Ethiopia
  • Mongolia
  • Bolivia