By Bertrand Delgado and Juan Lorenzo Maldonado
Jun 29, 2010
| Last Updated
EXECUTIVE SUMMARY
In Brazil, current inflation and inflation expectations continue to ease, along with market expectations for monetary policy rate actions, while growth expectations still show marginal improvement. In Mexico, economic activity surprised to the upside in April, but a closer inspection of the numbers reveals a more disappointing outcome. Meanwhile, drug-related violence has filtered into gubernatorial elections.
Brazil
The latest central bank Focus report released on June 28 highlights a drop in IPCA inflation expectations for year-end 2010 to 5.55% from 5.61% a week[...]
Access to this content is restricted to RGE clients.
If you have a client code, please enter it here to activate your client account.
Click here for a free trial.
Learn About Our Services:
Our dynamic and intuitive macroeconomic research platform keeps you on top of the extraordinary shifts that transform our global economy, allowing users to uncover unique connections and insights. Discover the resource central banks and that 70% of the world's leading hedge funds, asset managers, PE firms, banks and corporations around the world depend on.
Our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:
• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio
Sometimes, reading research is not enough. Many RGE clients participate at the Roubini Direct Access level to gain a deeper understanding of specific issues. Through interactive live sessions, we engage with world-class thinkers, encourage knowledge sharing, idea generation, risk identification and validation of client initiatives.
Learn More »