by Robin Brooks "We're in the middle of a disorderly rise in long-term US real yields, which is weighing on all EM, including Brazil's Real. The more disorderly this gets, the shorter it will last, because the Fed will be forced to backtrack. So our Brazilian Real $/BRL fair value stays at 4.50." Related Datasets Monetary - Brazil - BCB - Exchange...
By Martin Castellano "Inflation is on the rise in LatAm after intense COVID-19-driven disinflationary pressure. Despite still-negative output gaps, persistent fiscal weakness, and potentially tougher external conditions could accelerate the unwinding of monetary stimulus" #LATAM #BRA #CHI #COL #PER #MEX Related Datasets Inflation - Mexico - INEGI - Consumer Price Index - Headline, Groups and Subgroups - Monthly Inflation - Peru - INEI - Consumer Price Index - Lima - 2009 = 100 - Monthly Inflation - Colombia - DANE - Consumer Price Index - By categories - Monthly Inflation - Chile - INE - 2009 Consumer Price Index - Spliced Series - Monthly Prices - Brazil - FIPE - Consumer Prices...
By Arazul Research "In the 3rd quarter of the year, exports of goods and services increased 20.9% compared to the same quarter in 2020. In the same period, imports grew 21.2%. The current account balance in the 3rd quarter was -238 billion dollars." Related Datasets BOP - USA - BEA - External...
by Paulo Gala "Brazil's vehicle production has melted in January" Related Dataset Activity - Brazil - Anfavea - Automotive Production and...
by María Eloísa Capurro "It started with food and fuel but now Brazil's inflation nears 11% proving to be widespread. Statistics show ALL surveyed categories rose in mid-November (MoM) despite the world's most aggressive interest rate hikes writes @andrewrosati https://bloomberg.com/news/articles/2021-11-25/brazil-inflation-nears-11-in-defiance-of-aggressive-rate-hikes?sref=KDcPyVYH by @economics" #Brazil Related Datasets Prices - Brazil - IBGE - Consumer...
by André Perfeito "Mass of Salaries (Habitually Received) in Real Terms" Related Datasets Activity - Brazil - IBGE - National Household Sample Survey -...
by Paulo Gala "Industry surprises and grows 2.9 % in December" Related Datasets Activity - Brazil - IBGE - Industrial Production...
by Rafaela Vitoria "Copom says that the next increase will depend on the evolution of the scenario. What can make the high be less than 100 and be the last one: weaker activity exchange better than expected (Focus still R$5.60) falling energy cost (better hydrology) tax with positive surprises" Related Datasets Monetary - Brazil - COPOM - SELIC Interest Rate Target Prices - Brazil - IBGE - Consumer...
by André Perfeito "V-shape recovery gains square-root shape. Brazilian Economy stagnates, being distant from its 2014 level." Related Datasets Activity - Brazil - IBGE - GDP -...
by Robin Brooks "What did we learn from the weakening in Brazil's Real in the second half of 2021? Nothing! Here we are back at $/BRL 5.20, where we were before the H2 2021 sell-off. Everything is still the same: high commodity prices and risks ahead of October elections. This was just noise..." Related Datasets Monetary - Brazil - BCB - Exchange...
by Rafaela Vitória "Fun facts about the history of monetary policy over the last 20 years We had 6 cycles of monetary tightening here in Brazil and 2 in the US" Related Datasets Monetary - Brazil - COPOM - SELIC Interest Rate Target Financial - USA - FRB - Interest Rates -...
by Paulo Gala "Retail falls in October. Industry sink for 5 months. Recession, here we go!" Related Datasets Activity - Brazil - IBGE - Monthly Retail Trade...
by Rafael Balboa "November's inflation falls to 0.95%, projection was 1.10%" Related Datasets Prices - Brazil - IBGE - Consumer...
by Ross Hendricks "How can we justify a 10-year Treasury yield of 1.5% with inflation running well over 5%? The answer: producer inflation running even hotter. When producers can't pass inflation to consumers, deflation is coming. " Related Datasets Inflation - USA - BEA - Consumer Prices [Inflation - USA - Producer Prices...
by @InvestNewsBR "Stagflation: phenomenon characterized by low economic growth and rising inflation. Experts warn that it is a combination that many countries must face in the coming months, including Brazil." Related Datasets Activity - Brazil - IBGE - GDP - Quarterly Inflation - Brazil - IBGE - Consumer...
By @RobinBrooksIIF "If you index monthly GDP levels to 100 in Dec 2009, i.e. right after the 2008 crisis, Argentina (black) is now ahead of Brazil (blue) in terms of cumulative growth. So much huge untapped potential in Brazil, which should be one of the big growth drivers in the global economy..." Related Datasets Activity - Latin America - Monthly Gross Domestic Product (GDP) -...
by Robin Brooks "LatAm real GDP growth: Q4 2019 to Q4 2021 Chile (red): +10.1% Colombia (pink): +8.0% Argentina (black): +5.0% Peru (dots): +2.1% Brazil (blue): +1.1% Mexico (orange): -2.5%" Related Datasets Activity - Argentina - INDEC - Monthly Gross Domestic Product Estimate (EMAE) - Monthly_Long Activity - Brazil - BCB - Gross Domestic Product Activity - Chile - BCCh - Monthly Gross Domestic Product - Monthly Activity - Colombia - DANE - Monthly Gross Domestic Product - Monthly Activity - Mexico - INEGI - Monthly Gross Domestic Product...