EcoTV : EcoTV : January 2014

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Rajesh Desai

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Jan 2, 2014, 7:14:42 AM1/2/14
to LONGTERMINVESTORS, library-of-eq...@googlegroups.com, DAILY REPORTS



BNP PARIBAS
The Economic Research Portal Thursday, January 02, 2014
Your publications

Dear subscriber,

We have the pleasure to send you the latest publications of your subscription

1/2/2014 10:08:20 AM
US

France-US: Out of crisis ?

To leave the crisis zone for good, use both legs : support demand and boost the supply side.

Jean-Philippe COTIS

Spain

Spain, Portugal : Competitive again ?

Spain and Portugal have regained cost-competitiveness. Exports are buoyant and current account swung back to surplus. Still, economic competitiveness requires an internal balance as well, which is not the case yet.

Thibault MERCIER

Brazil

Brazil no longer among the favourites

Brazil will be in the spotlights this year with the World Soccer Cup in June and the electoral cycle at the fall. The economy posted a weak performance over the past quarters, while its sticky inflation and deteriorating fundamentals raise lots of concerns.

Alexandra WENTZINGER

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CA. Rajesh Desai
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