Jan 28, 2011
| Last Updated
Brazil: The central bank minutes suggest further tightening but not necessarily as aggressive as the markets are pricing in. Moreover, the central bank strategy implies at a more austere macro-prudential regulation framework and anticipates fiscal tightening, in tandem with our assessment. Meanwhile, mid-January IPCA inflation surprised on the upside while the labor market remained tight and lending continued to grow strongly in December. Consumer confidence slightly deteriorated but stayed high overall.
Mexico: Economic activity rebounded strongly in November,[...]
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