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A much larger number would be seen as hawkish andundoubtedly provide a boost to the dollar and put emergingmarket currencies under renewed pressure. Conversely, any delayin tapering will be interpreted as dovish, traders said.
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Brazilian newspaper O Globo reported earlier this month the NSA targeted Latin American countries with spying programs that can monitor billions of emails and phone calls for suspicious activity, citing documents leaked by Edward Snowden, a fugitive former U.S. intelligence contractor.
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"This strengthens state finances a bit and opens up for thegovernment to conduct a slightly more expansionary fiscal policy- especially in the light of criticism against them for planningunfinanced reforms," said Stefan Mellin, an economist at Danskemarkets.