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Energy To Keep External Deficit Wide

Despite a sharp slowdown in domestic demand, Turkey's current account deficit will remain uncomfortably high in 2014 at 6.0% of GDP due to relatively inelastic demand for imported energy. Turkey will...

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New PM Renzi Faces Uphill Battle

We view positively the urgent reform agenda of incoming Italian Prime Minister Matteo Renzi. However, he will struggle to gain sufficient support for his policy goals from a fractious coalition and...

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Domestic Growth Drivers To Improve

German domestic demand will recover from a poor Q413 in early 2014, despite weaker external demand from emerging markets. We maintain our above-consensus real GDP growth forecast of 1.9% for this...

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Yanukovych's Support Base Crumbling

Ukraine's parliament passed new concessions to anti-government protestors on January 29, providing amnesty to protestors detained in the recent period of civil unrest. While the laws ostensibly...

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