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Mar 3, 2015
Argentina Databank
Mar 2, 2015
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ANALYSIS & FORECASTS

BRAZIL - POLITICS Market Brief 04 Mar 2015
On Tuesday night, March 3, Senate President Renan Calheiros (PMDB-AL) decided to return Provisional Measure 669, which deals with payroll tax exemptions and other tax issues, to the Executive. In practice, this means that the Provisional Measure (MP) is revoked. The fiscal impact totals R$ 5.3 billion....
MEXICO - Monthly Report 04 Mar 2015
Economic activity firmed further through 2014, the latest data reveals, though some sectors suffered setbacks, and all analysts have lowered their growth forecasts for 2015. GDP rose 2.6% in Q4 2014, driven by growth in all three major sectors, and despite weakness in extractive industries. The economy ...
TURKEY - Market Brief 03 Mar 2015
February CPI inflation came in at 0.7%, broadly in line with expectations, which raised the 12-month rate to 7.5%, up from 7.2% in January, because of – once again – a sharp increase in food prices. Producer price inflation continues to fare low, thanks to favorable base effects as well as the sharp ...
CHINA - Monthly Report 02 Mar 2015
Exports fell -3.3% y/y in January in dollar terms, down 11.8 pps from Q4. Export weakening was likely due to yuan appreciation against the dollar. Imports fell -19.9% y/y, down 18.3 pps. After correcting for the effects of the Chinese New Year holiday, import figures should also fall further. CPI rose ...
ECUADOR - Monthly Report 02 Mar 2015
Minister of Industries Francisco Rivadeneira was fired on February 19th, apparently over a dramatic tariff hike on Colombian and Peruvian imports, a move quickly rescinded in the Colombian case, and being reconsidered for Peru. Falling oil prices, combined with dollar appreciation and a weaker global ...
BRAZIL - Market Brief 02 Mar 2015
The confidence indexes produced by FGV have a proven track record of pointing to economic trends. And all of them indicate a new round of deceleration. We start with the consumer confidence index (Graph 1), which has been falling since the second half of 2012, and more steeply since the middle of 2014....
INDIA - Special Report 02 Mar 2015
The BJP, armed with a clear majority in the Lok Sabha and the desire to break with Indian socialism, was expected to unveil a game plan for structural change from now until 2019. In large part, Budget 2015 does not rise to the challenge. It has some good elements, and with good execution they will make ...
BRAZIL - Special Report 02 Mar 2015
The growth of the Brazilian economy started to decline in 2010, and disappeared totally in 2014, a year of stagnation. Diagnostic errors and unwitting experiments in conducting economic policy explain that performance. To reverse this situation – and preserve the country’s investment grade rating – ...
TURKEY - Monthly Report 01 Mar 2015
Hours before our editing deadline, incarcerated PKK leader Mr. Abdullah Ocalan issued a call to separatist terror organization PKK to convene its Grand Convention to consider a “reinforced ceasefire”. Can it work? We only assign 30% odds to success. What does President Erdogan want from the CBRT? Politics ...
VENEZUELA - Monthly Report 28 Feb 2015
Although the launch of the new Marginal Currency System (Simadi) dominated economic headlines in February, it proved to be much ado about nothing. Despite the economic crisis and approval ratings at a paltry 20 percent, Maduro and his allies have consolidated themselves as chavismo’s dominant group—for ...
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Mar 18, 2015
US FOMC Rate Decision
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Central Bank of Chile Monetary Policy Meetings
Mar 24, 2015
Reserve Bank of South Africa
Mar 25, 2015
Reserve Bank of South Africa
Mar 26, 2015
Reserve Bank of South Africa
Mar 2, 2015 at 11:00 am EST
Feb 25, 2015 at am EST
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