EUA http://www.bbvaresearch.com/KETD/fbin/mult/110803_PrevisionesEEUU_tcm346-265181.pdf?ts=482011 UEM http://www.bbvaresearch.com/KETD/fbin/mult/UEM_PREVISIONES_WEB_Ago11_e_tcm346-175676.pdf?ts=482011