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Oct 22, 2014
Chile Databank
Oct 16, 2014
India Databank
Oct 16, 2014
China Databank
Oct 16, 2014
Brazil Databank
Oct 15, 2014
Venezuela Databank
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ANALYSIS & FORECASTS

SOUTH AFRICA - Market Brief 23 Oct 2014
South Africa’s new Minister of Finance tabled his maiden budget policy in the midst of many competing expectations. The Minister faced an unenviable balancing act of reviving a faltering economy with GDP growth down to 1.4%, and ever-rising popular expectations of better public service delivery. His ...
TURKEY - Market Brief 23 Oct 2014
In line with the consensus view, the MPC left all interest rates unchanged today, as it had done in the previous meeting. The statement was also virtually identical to the previous one, except one small change on the inflation outlook in a more dovish direction. The reference to benign effect of commodity ...
CHILE - Monthly Report 22 Oct 2014
Most analysts expect the third quarter to be the bottom of the cycle, and the economy to start slowly recovering by year-end. But pessimism is everywhere. The Monthly Index of Business Confidence (IMCE) is at a historical minimum. Consumers do not seem to be very optimistic, either. It is implausible ...
UKRAINE - Market Brief 21 Oct 2014
Next weekend (October 26) Ukraine will conduct early parliament elections. To a large extent all surveys give strong political support to the Bloc of Petro Poroshenko; however, it is unclear with whom he will be comprising his alliance. Many voters (including ourselves) have not decided for whom they ...
BRAZIL - POLITICS Market Brief 21 Oct 2014
Three polls released this Monday (MDA, Datafolha and Vox Populi) brought good news for President Dilma Rousseff (PT). Dilma has taken over the numerical lead (according to MDA, she has a 1-point lead; Datafolha and Vox Populi give the president a 3-point lead)....
BRAZIL - POLITICS Market Brief 21 Oct 2014
For your guidance, attached is a table with the eight voting intention presidential polls scheduled to be released this week....
BRAZIL - Market Brief 20 Oct 2014
There is a climate of despondency in the global economy. Political disturbances have been heightening investors’ risk aversion, triggering a decline in the quotations of 10-year Treasuries. Along with this, concerns have been growing over the risks of deceleration of the international economy. This ...
TURKEY - Quarterly Outlook 20 Oct 2014
As we approach the end of another year of “rebalancing”, like in 2012, the absence of a secular narrative and the sense of “stuckness” in Turkey’s macro outlook are becoming all the more apparent. We think this has been vividly illustrated by the government’s recently released Medium Term Program, which ...
COLOMBIA - Monthly Report 17 Oct 2014
Lawyers have dominated the Colombian landscape since independence from Spain. They explain a substantial portion of Colombian relative institutional stability; they currently want to re-established equilibrium between branches of government power, i.e. judiciary, legislative and executive. It’s true ...
BRAZIL - POLITICS Market Brief 17 Oct 2014
Aécio Neves (PSDB) fared better than Dilma Rousseff (PT) in the debate aired yesterday on SBT. Unlike the TV Bandeirantes (Oct. 14) debate, when he was on the defensive, Aécio was able to explore issues on the economic agenda (increased inflation and low economic growth), in addition to discussing ...
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Oct 22, 2014
GLOBALSOURCE PARTNERS - Brazil PoliticsConference Call
Oct 26, 2014
BRAZIL General Elections
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US FOMC Meeting
Oct 29, 2014
US FOMC Meeting
Oct 22, 2014 at 10/22/2014 am EST
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