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LatAm Weekly

Brazilian and Chilean Authorities Show Discomfort with FX Dynamics

EXECUTIVE SUMMARY

In Brazil, inflation expectations continue to deteriorate and GDP forecast continues to improve, pushing the markets to increase the probability that the monetary policy committee (COPOM) will start rising the benchmark SELIC rate in Q1 2011, in line with our view. Corruption allegations against former chief of staff are affecting presidential candidate Dilma Rousseff’s lead over her competitor Jose Serra and a second round might be necessary. Brazilian authorities have intensified verbal intervention, threatening to use taxes on capital inflows once again. In[...]

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