Brazil: Fiscal and inflation risks escalate
Stronger-than-expected activity indicators and the growing investor focus on inflation and fiscal risks are among the factors that have helped consolidate…
Brazil: A deeper monetary stimulus
Lackluster growth and low inflation should allow the central bank to lower the policy rate to 5.0% next week and to keep the door open for additional rate…
Brazil: Monetary easing on track
Low inflation, subdued activity and continued fiscal consolidation progress bode well for another 50bp policy rate cut this week. An additional 50bp cut…
The first policy meeting headed by new BACEN governor Roberto Campos Neto, taking place tomorrow, should not alter the recent policy guidance. The SELIC…
President Bolsonaro of Brazil takes to the stage in Davos this week with his team hoping for progress on bridging the gap between optimistic locals and…
