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  1. Philippines' Nov imports -10.8 pct y/y, steepest drop in over 2-1/2 yrs

    Headlines

    Mon, 26 Jan 2015

    up 21.8 pct y/y to $1.41 bln * Nov trade surplus at $272 mln vs yr-ago deficit of $1.27 bln * Jan-Nov trade deficit $1.54 bln vs $5.23 bln gap year ago MANILA, Jan 27 (Reuters) - Philippine imports in November fell 10.8

  2. UPDATE 1-Brazil posts record current account gap in 2014

    Headlines

    Fri, 23 Jan 2015

    BRASILIA, Jan 23 (Reuters) - Brazil recorded its widest current account deficit ever in 2014 as it posted a trade deficit due to a sharp fall in the price of key exports and a sluggish global...

  3. From Barron’s, January 19, 2015 (Part 2)

    Commentary

    Sat, 17 Jan 2015

    15,000 manufacturing establishments disappeared; value added for the US products fell by 3.2% ; manufacturing trade deficit is still $458 billion ; labor productivity was lower in the US than in China, etc. Now, the net manufacturing jobs

  4. Wage Growth Not as Bad as It Looks

    Headlines

    Fri, 9 Jan 2015

    Import-Export Data Remain Confusing Overall the U.S. trade deficit fell from $42.2 billion to $39 billion, a bigger ..... much as the report in nominal dollars. In fact, the trade deficit for the first two months of the fourth quarter suggests

  5. Trade, employment data boost U.S. economy's fundamentals

    Headlines

    Wed, 7 Jan 2015

    WASHINGTON (Reuters) - The U.S. trade deficit fell to an 11-month low in November as declining crude oil prices curbed the import bill, prompting economists to sharply raise their growth estimates for fourth-quarter growth.

  6. UPDATE 1-Brazil posts first trade deficit in 14 years

    Headlines

    Mon, 5 Jan 2015

    BRASILIA, Jan 5 (Reuters) - Brazil registered its first annual trade deficit since 2000 on Monday as economic growth slowed and prices fell for iron ore, soybeans and other key commodities exports,...

  7. Brazil closes 2014 with $3.93 bln trade deficit , first since 2000

    Headlines

    Mon, 5 Jan 2015

    BRASILIA, Jan 5 (Reuters) - Brazil registered a trade deficit of $3.93 billion in 2014, government data showed on Monday, its first annual trade gap since 2000.

  8. From Barron’s, January 5, 2015 (Part 2)

    Commentary

    Sat, 3 Jan 2015

    this week: Vehicle sales on Monday; ISM manufacturing, factory orders on Tuesday; FOMC Minutes, international trade deficit on Wednesday; job-cuts, consumer credit on Thursday; wholesale inventories, jobs report [ +225,000-230

  9. Blowout U.S. Growth Rates Can't Hold

    Headlines

    Sat, 3 Jan 2015

    interesting to see if falling gasoline prices help unit volumes or merely shift units to pickup trucks and SUVs. The trade deficit is expected to shrink from $43.4 billion in October to $41.0 billion in November on the back of lower oil prices

  10. 2015 Investment Outlook from various Asset Mgmt Firms

    Commentary

    Fri, 2 Jan 2015

    will likely pave the way for a referendum on its EU membership. The prospect of U.S. rate hikes and a shrinking trade deficit support a stronger dollar-but we brace ourselves for temporary reversals. We see the U.S. Federal Reserve (Fed

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