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COUNTRY INSIGHTS

Election Poll Schedule
BRAZIL POLITICS · Report · 21 Oct 2014

Below, for your guidance, is a table with the eight voting intention presidential polls scheduled to be released this week.

Parliament Elections 2014: Presidential Majority Looks Secure
UKRAINE · Report · 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 t...

Interesting Times, Dull Forecasts
TURKEY · Forecast · 20 Oct 2014

Executive SummaryAs 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 Me...

Energy Reform Faces New Hurdles
MEXICO · Report · 20 Oct 2014

Executive Summary In recent weeks progress has been made in the implementation of the country’s energy reform thanks to passage earlier this year of implementing laws, whose main objectives, contents and characteristics were discussed in detail in two special reports that were published on August...

Political Insights: Week of October 20
BRAZIL POLITICS · Report · 20 Oct 2014

A decisive week in Congress for the elections for president of the Republic and governor in 13 states and the Federal District.Eight presidential polls will be published this week.The final presidential debate is scheduled on TV Globo, for Friday, October 24, the last day of free electoral advert...

Despondent Outlook for the World Economy and the Reflections in Brazil
BRAZIL ECONOMICS · Report · 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. Th...

Weekly Tracker: October 19-25
TURKEY · Report · 19 Oct 2014

Executive Summary This week’s Tracker consists of a brief overview of the latest data releases, a preview of the upcoming MPC meeting and a lengthy essay by the wily Cosmic Strategist. On the political side, there is not much to add to what we’ve already said during the week. Please take a look a...

Brazil Presidential Election
BRAZIL POLITICS · Report · 17 Oct 2014

Heated debate on SBT was positive for Aécio 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...

The Exorbitant Burden and The Scariest Graph in The World
CHINA FINANCIAL · Report · 17 Oct 2014

Last year I presented in this newsletter what I called “the scariest graph in the world”. It showed how some EU policymakers were expecting Europe to rebalance demand. The graph showed Europe’s current account surplus surging to 2-6% of Europe’s GDP. In the newsletter I argued that this “solution...

When Lawyers Rule
COLOMBIA · Report · 17 Oct 2014

Executive SummaryLawyers 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 ...

Spending Less, to Pay More Debt
DOMINICAN REPUBLIC · Report · 17 Oct 2014

Executive Summary The proposed federal budget for 2015 is more restrictive than last year’s: though spending would rise 2.9%, primary spending is projected to fall, both in real and GDP terms, as the government aims to slice the non-financial public sector deficit, cut public investment spending ...

Turkey and ISIS: There is No Light at the End of this Tunnel
TURKEY · Report · 16 Oct 2014

Executive SummaryThe sudden jihad war declared by ISIS in Iraq and Syria, countered by the increasing resolve of major Western powers to destroy it, presents the AKP government with the thorniest challenges of its 11 year administration. Since the Turkey-ISIS relationship is highly complex, the S...

Challenging Partnerships
PHILIPPINES · Report · 16 Oct 2014

Executive SummaryAfter a false start in 2010, the Aquino administration’s flagship PPP program has finally roared to life. Several large projects have been auctioned off under seemingly competitive conditions which, contrary to model forecasts, yielded substantial revenues for government. Moreove...

Brazil Presidential Election
BRAZIL POLITICS · Report · 15 Oct 2014

A Balanced Debate on TV Bandeirantes The TV Bandeirantes debate conducted yesterday, October 14, ahead of the second round presidential election, was balanced.Dilma Rousseff (PT) was able to put Aécio Neves (PSDB) on the defensive at times, by bringing up controversial issues tied to his time as ...

Education, Labor Reforms Fall Short
MEXICO · Report · 14 Oct 2014

Executive Summary Among the many reforms that were adopted in the past 18 months two are of special importance to the future of education and the labor market in Mexico.But the reform designed to improve the quality of public education and the reform intended to create more flexible labor markets...

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