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LatAm Weekly

High Inflation Weakens Retail Sales in Brazil

By Bertrand Delgado, Renzo Merino, Juan Lorenzo Maldonado and Alex Giron and Nathalie Picarelli
Feb 16, 2011 7:00:00 AM | Last Updated

EXECUTIVE SUMMARY

  • Brazil: High food prices affected retail sales in December although the overall picture is still positive for consumption. Meanwhile, inflation expectations continue to deteriorate as analysts appear to be second guessing the Rousseff administration’s efforts to control inflation.
  • Colombia: The central bank minutes maintain a neutral tone but with a slightly hawkish bias, suggesting that the bank might raise rates by Q3, in our view.
  • Peru: Alejandro Toledo, the market-friendly candidate, continues to move ahead in the polls, highlighting policy continuity in Peru[...]

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