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LatAm Weekly

Demand-Pull Pressures Keep Hurting Prices in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado
May 20, 2010 | Last Updated

EXECUTIVE SUMMARY

As global conditions deteriorate, namely lower commodity prices, rising risk aversion and tightening credit markets, they will certainly have an impact on LatAm’s fundamentals. Although we may not have seen the worst yet, we are monitoring carefully. Meanwhile, demand-pull inflation pressures continue to surface in Brazil, though food prices continued to ease into mid-May. In Mexico, although the economic recovery is mostly a result of the U.S. economic rebound in Q1 2010, Mexican domestic demand started to show stronger signs of revival in March. In Colombia,[...]

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