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Events
Databanks
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Argentina databank May 13
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Brazil Economics databank Apr 14
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Central America databank May 1
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank May 12
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Dominican Republic databank Apr 28
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Ecuador databank Apr 22
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Gulf Countries databank May 9
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank May 12
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Panama databank May 13
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Peru databank Apr 28
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Philippines databank May 8
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Poland databank Apr 29
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Russia Economics databank May 12
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank May 5
COUNTRY INSIGHTS
Early president elections appointed for May 25
UKRAINE · In Brief · 22 Feb 2014
Parliament with constitutional majority (328 votes) voted in removal of Yanukovitch. In light of recent president absenteesm (he withdrew from performing his duties) the parliament decided to remove Yanukovitch from his post. Early president elections were apponited for May 25.
Yanukovitch escapes Kyiv
UKRAINE · In Brief · 22 Feb 2014
According to activists’ reports Yanukovitch escaped Kyiv and possibly Ukraine. Madian forces took under control government block and president office – no police forces at the downtown of the city. The Yanukovitch jet was suspected to fly to the eastern city Kharkiv (one of the most Russia-suppor...
Parliament has changed constitution, dismissed minister of interior and opened way for Tymoshenko release
UKRAINE · In Brief · 21 Feb 2014
It looks like Yanukovitch was quite serious on recent concessions. Just for few hours the parliament voted in return to Constitution 2004 (limited presidential authorities), dismissed minister of interior Vitaliy Zakharchenko (rumors say he’s already escaped the country) and voted in decriminaliz...
Investment: Better Late than Never
MEXICO · Report · 21 Feb 2014
Two weeks ago the relationship between investment and growth was analyzed here.There were still some aspects to be developed. Within this context one month ago, the Federal Government made a decision of great importance for public, private, and joint investments.For the first time in decades, the...
A Stronger Bottom Line
INDONESIA · Report · 21 Feb 2014
Executive Summary A cascade of good news in February firmed recent optimism. The first report was about inflation, suggesting that price rises were moderating. This was especially happy news, given Indonesia’s sensitivity to weather-prone inflation, as the country’s geographic position and arc...
Political Earthquake
VENEZUELA · Report · 21 Feb 2014
The Venezuelan political puzzle, shaken by widespread protests since early February, is slowly starting to come together again even though some parts don’t fit together yet. Leopoldo López’s image as opposition leader has strengthened. He turned himself in on February 18, as promised, in a massiv...
Yanukovitch agreed for early elections and for constitutional changes, president office
UKRAINE · In Brief · 21 Feb 2014
According to official web-site Yanukovitch agreed for early elections (in December), for constitutional change (more authorities to parliament) and for creation of coalition government. In fact, this decision will not make people at Maidan happy after yesterday bloodshed but it could reduce tensi...
Agreement on cutting Yanukovitch power reached, media report
UKRAINE · In Brief · 21 Feb 2014
Media reported that through the night there was reached an agreement about cutting Yanukovitch power through resurrection of Constitution 2004 (over the next 48 hours) and creation of coalition government (over the next 10 days). Also media say that Yanukovitch agreed for early elections in Decem...
Weak Foreign Public Sector Assets
VENEZUELA · Report · 20 Feb 2014
We update our estimate of public sector foreign financial assets including official data on the central bank’s foreign reserves and partial information on non-reserve assets. We estimate that unencumbered liquid foreign assets fell to $30.3 billion by December 2013 from $46.8 billion in December ...
Time to Pay the Piper
ARGENTINA · Forecast · 20 Feb 2014
Executive Summary After a sharp devaluation of the peso in January (23% m/m and 60 % y/y) the Central Bank launched a series of measures allowing for temporary stabilization of the money and FX markets. First, the Bank reinforced the sterilization policy, by raising interest rates by more than 10...
Denouement is close... last minute solution search
UKRAINE · In Brief · 20 Feb 2014
Very strange events are happening at Madian today. At the morning all police forces retreated not only from Maidan but also from the government block they have been defending so fiercely over the last few months. Protesters followed them to some extent inspired by unexpected success. However, now...
A Concerned Central Bank? Don’t Bet On It
COLOMBIA · Report · 19 Feb 2014
The fact that the exchange rate has depreciated by 5.0% in so far this year has made investors nervous. Although this bears no resemblance to the depreciation rates observed in other emerging countries such as Argentina (23.4%) and Turkey (8.4%), and can easily be interpreted as a catching up of ...
Brazil Presidential Election
BRAZIL POLITICS · Report · 19 Feb 2014
Dilma Maintains Her Lead In A Complex Scenario On Tuesday CNT released a new poll evaluating the Dilma Rousseff administration, as well as the presidential succession. The poll, conducted on February 9-14, is the first poll released in 2014 and has a 2.2 percent margin of error. Approval of the g...
Back to the Seventies
ECUADOR · Forecast · 19 Feb 2014
Executive Summary The economy may have grown 4.5% last year -- 0.5 pp above expectations, though more slowly than in 2012. That would follow a Q3 growth rate of 4.9% y/y, and 1.8% q/q – the highest quarterly growth rate in a year. Oil is the driver of these happy results: oil manufacturing expand...
Medina Strengthens his Hand
DOMINICAN REPUBLIC · Report · 19 Feb 2014
Executive SummaryPresident Danilo Medina and his team swept the vote in the PLD convention that elected new members for its most powerful bodies. Medina’s followers landed almost all the new posts, in contests for both the central and political committee.The big loser was former President Leonel ...