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Brazil
Featured Content
Macroeconomy
Brazil: Domestic Demand
Brazil: Labor Market Remains Tight Despite Economic Deceleration
Will Brazil Continue Using Public Credit to Fuel Growth?
Brazil : Latin America : Macroeconomy : Markets : Labor Markets and Productivity :
Brazil: External Accounts
The Brazilian Real: Government Broadens the Reach of the IOF Tax
What Is the Path of Brazil's External Accounts?
Brazil : Emerging Markets : Latin America : Macroeconomy : Current Account : Trade and External Balance :
Brazil: Fiscal Policy
Will 2011 Fiscal Tightening Help on the Inflation Front in Brazil?
Brazil Now Investment Grade, Say All Three Major Rating Agencies
Brazil : Latin America : Finance and Banking : Macroeconomy : Fiscal Policy :
Brazil: Monetary Policy
Brazil's Central Bank Hints that Easing Cycle is not Over Yet
How Much Longer Will Price Deceleration Continue in Brazil?
Brazil : Latin America : Macroeconomy : Monetary Policy and Inflation :
Markets
Brazil: Key Sectors
What Will the Libra Oil Discovery Mean for Petrobras?
Can Brazil's Infrastructure Handle the World Cup and the Olympic Games?
Brazil : Emerging Markets : Latin America : Markets : Commodities : Energy : Natural Gas : Oil : Oil and Energy :
Brazil: Domestic Demand
Brazil: Labor Market Remains Tight Despite Economic Deceleration
Will Brazil Continue Using Public Credit to Fuel Growth?
Brazil : Latin America : Macroeconomy : Markets : Labor Markets and Productivity :
Finance & Banking
Brazil: Finance and Banking
How Will the Eurozone Crisis affect the Latin American Financial System?
Will Brazil Continue Using Public Credit to Fuel Growth?
Brazil : Latin America : Finance and Banking : Corporate Finance : Real Estate and Mortgage Finance :
Geostrategy
Key Indicators
BRA Gross domestic product
current prices, sa, Stock or Quantum, SA, BRL (billions) - Brazil
current prices, sa, Stock or Quantum, SA, BRL (billions) - Brazil
0, 0, 7.16, 0, 0
0
International Trade
Trade Balance, USD - Brazil
Trade Balance, USD - Brazil
2276902100, 1357484900, 2434213400, 1092350000, 1198411800
1,198,411,800
Industrial Production
Total, 2002=100, SA - Brazil
Total, 2002=100, SA - Brazil
-0.85, -0.19, -1.15, 0.62, -0.08
-0.08
CPI
Percentage change in 12 months, General - Brazil
Percentage change in 12 months, General - Brazil
5.91, 5.99, 6.01, 6.3, 6.51
6.51
Retail Sales Volume Index
Total, 2003 = 100, SA - Brazil
Total, 2003 = 100, SA - Brazil
-2.96, 1.4, 0.98, 0.38, 3.41
3.41
data by Factset
Brazil Outlook: On an Upswing
Growth should be reaching a trough, but economic activity won’t pick up until H2 2012 and will remain bound by a relatively low output potential. The central bank (BCB) will continue an aggressive easing cycle, selling its discourse of lower neutral rates. However, it may find itself between a rock and a hard place as inflation expectations fail to converge to target. Currency intervention will again feature prominently on policy makers’ agendas. However, lower interest rate differentials, anemic growth and government intervention will balance downside pressures on BRL from strong capital flows.
Read the latest Brazil Outlook
Market Strategy
Cross Asset Monthly
Emerging Markets: There May Be Trouble Ahead, but We See Opportunities
By Sep 6, 2011
Cross Asset Monthly
Emerging Markets: Damocles' Sword(s), Black Sheep and Weaker Growth
By Aug 3, 2011
Market Strategy
EM BRICS vs. EZ Mortar: Global Ramifications of a Big EM Ask—Select the IMF MD on Merit!
By May 25, 2011
Emerging Markets Quarterly
Fixed Income/Foreign Exchange: Taming Inflation—Mission Impossible?
By Apr 21, 2011
Emerging Markets Quarterly
Brazil: Delicate Balance Between Funding Quality and Tighter Capital Controls
By Oct 22, 2010
Emerging Markets Quarterly
The Big Picture: East is East; South is South; West is West; North is North...Yet the Twain Seem to Meet…
By Oct 22, 2010
Emerging Markets Quarterly
Latin America: Regional Currencies Attractive, Though With Divergent Growth Patterns
By Oct 22, 2010
Market Strategy
Brazil: Central Bank Report and Markets Suggest 2010 Tightening Cycle Is Ending
By Aug 9, 2010
Market Strategy
Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications
By Aug 2, 2010
Market Strategy
Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear
By Jul 27, 2010
Economic Research
LatAm Weekly
Brazil: Lower Inflation, Lower Rates, Lower PMIs, Lower Real, Lower Everything!
By May 7, 2012
Economic Research
What’s on Nouriel’s Mind: Brazil Trip Report—A Reality Check to the Hype
By Feb 21, 2012
Central Bank Watch
Central Bank Watch Focus: The Evolution of Emerging Market Monetary Policy
By Feb 9, 2012
LatAm Weekly
Policy Dilemmas—Monitoring Inflation, Watching Investment, Timing Rate Cuts
By Feb 6, 2012
LatAm Weekly
Brazil Monetary Policy and Economic Activity; Mexico Monetary Policy; Argentina Economic Activity; Colombia Leading Indicators
By Jan 16, 2012
LatAm Weekly
Brazil Retail Sales; Mexico Economic Activity; Chile Monetary Policy; Peru Monetary Policy
By Jan 9, 2012
LatAm Weekly
Brazil Monetary Policy, Mexico Monetary Policy, Chile Activity Indicators, Colombia Monetary Policy
By Nov 28, 2011
LatAm Weekly
Brazil Inflation; Mexico Activity and Inflation; Chile Trade; Peru Monetary Policy
By Nov 7, 2011
LatAm Weekly
Brazil Central Bank's Uninspiring Minutes; Banxico Cautious About MXN Depreciation; Argentina Construction Likely to Decelerate
By Oct 31, 2011
LatAm Weekly
Argentina Politics; Brazil Minutes; Mexico and Chile Activity; Colombia Monetary Policy; Peru Fiscal Policy
By Oct 24, 2011
LatAm Weekly
Brazil’s Monetary Policy; Mexico, Colombia and Peru’s Activity Indicators; Venezuela’s Debt
By Oct 17, 2011
Economic Research
A Radical Policy Response to the Rising Risks of a Depression and Financial Crisis
By Sep 13, 2011
LatAm Weekly
Monetary Policy in Brazil, Mexico, Chile and Peru; Economic Activity in Argentina; Politics in Mexico
By Sep 12, 2011
LatAm Weekly
Brazil Rate Cut; Inflation in Mexico; Monetary Policy in Colombia, Chile, Peru
By Sep 5, 2011
Central Bank Watch
Summary Table: RGE Policy Rate Forecasts and Market Interbank Rate Expectations
By Aug 19, 2011
Economic Research
U.S. Fiscal Austerity Unlikely to Affect Ethanol Demand or Corn Prices
By Aug 12, 2011
LatAm Weekly
Retail Sales in Brazil; CPI in Mexico; Exports in Chile; Monetary Policy in Peru
By Aug 8, 2011
LatAm Weekly
New FX Tax in Brazil; Economic Activity Normalizes in Chile; Peru President Raises Concerns
By Aug 1, 2011
LatAm Weekly
Brazilian Central Bank Dovish; Mexican Indicator Rebounds; Colombian Rate Hike Expected; Peruvian Economic Team Appointed
By Jul 25, 2011
LatAm Weekly
Monetary Policy Diverges in Brazil, Mexico and Chile, While Argentina Decelerates
By Jul 18, 2011
LatAm Weekly
Brazil’s Domestic Demand Indicators; Mexico’s Industrial Production; Chile’s Monetary Policy; Peru’s May GDP
By Jul 11, 2011
LatAm Weekly
Inflation in Brazil; Mexico’s Monetary Policy; GDP Growth in Chile; Venezuela’s President Treated for Cancer
By Jul 5, 2011
LatAm Weekly
Brazilian Capital Flows; Mexican Economic Activity; Argentine Politics; Chilean IP
By Jun 27, 2011
Global Economic Outlook
Latin America Outlook Update: Converging Toward Potential Growth
By Jun 21, 2011
LatAm Weekly
High Inflation in Brazil, Mexico; Economy to Stabilize in Chile; Rate-Hike Outlook in Colombia; New President in Peru
By Jun 6, 2011
Economic Research
Current Account Deficit Alert: Domestic Policies, not Foreign Capital, Will Shield Brazil, India, Turkey and South Africa
By Jun 2, 2011
LatAm Weekly
Brazil’s Q1 GDP; Mexico and Colombia’s Monetary Policy Decisions; Peru’s Key Indicators
By May 31, 2011
LatAm Weekly
Brazil's New Financial Committee; Mexico and Chile's Likely Monetary Policy Paths
By May 23, 2011
LatAm Weekly
Brazil’s Central Bank Moves Cautiously Forward While Banxico Remains Neutral
By May 2, 2011
Economic Research
Brazil: Market Expectations Readjust Down on Dovish Monetary Policy Minutes
By Mar 10, 2011
LatAm Weekly
Brazil’s Monetary Policy to Rely on Fiscal and Credit Policies; Mexico’s Economic Activity Surprises
By Jan 28, 2011
LatAm Weekly
Brazil’s Current Account Deficit Doubles; Mexico’s Inflation Expected to Drop
By Jan 26, 2011
LatAm Weekly
Brazil Expected to Tighten; Mexico’s IP Decelerates; Chavez Requests Special Powers
By Dec 15, 2010
LatAm Weekly
Brazil’s Inflation Pressures Elevated; Mexico’s Industrial Output Decelerates
By Nov 12, 2010
Economic Research
How Should Emerging Markets Manage Capital Inflows and Currency Appreciation?
By Nov 4, 2010
LatAm Weekly
Brazil’s Consumer Confidence Stalls; Mexico’s Shy Recovery Persisted in Q2 2010
By Sep 24, 2010
LatAm Weekly
Brazil’s Current Account Deficit Widens; Argentina’s Growth Unsustainable
By Sep 22, 2010
Economic Research
Latin American CDS Spreads and Currencies: A Quick, Descriptive Analysis
By Oct 27, 2008
Economic Research
Oil Supply; Agricultural Commodities; Inflation in Asia; Brazil COPOM Hike; Emerging Europe Inflation
By Apr 17, 2008
Economic Research
Pragmatism or Populism: Which Will be the New Latin America's Dominant Ism?
By May 11, 2006
EconoMonitors
Latin America Channel
State or Market Led? Brazil’s Struggle to Improve Infrastructure and IT
Apr 25, 2012
Latin America Channel
Brazil's Policy Options in the Face of the Recrudescence of the International Crisis
Sep 19, 2011
Latin America Channel
Brazil: The Pitfalls of Our Short and Mid-Term Economic Scenarios
Jul 14, 2011
Geostrategy Channel
CFR’s Independent Task Force: Global Brazil and U.S.-Brazil Relations
Jul 14, 2011
Don't Shoot the Messenger
China's Recent Trade Deficit: Is What You Yuan What You're Gonna Get?
Apr 19, 2010
RGE Analysts
Exit Strategy Has begun in Brazil, Inflation Surprised to the Downside in Mexico
Feb 25, 2010
RGE Analysts
Latin America: A Closer Look at Inflation and Growth Dynamics in Brazil, Mexico, Argentina and Colombia
Feb 23, 2010
RGE Analysts
Stars Align for an Early Hike in Brazil, Mexico's Regulators Ease Pension Fund Investment Rules
Feb 18, 2010
Geostrategy Channel
A New Latin American Boom Seems to be Starting but it will be Plagued with Risks
Feb 2, 2010
Latin America Channel
Vulnerability, Exchange Rate and International Reserves: Whither Brazil?
Sep 21, 2009
Daily Digest
News
OECD anticipated end to weak growth in Brazil but warns about inflation
MercoPress May 22, 2012
Analysis
Emerging Markets Briefer: May 2012 – Greek and Chinese worries hit Emerging Markets hard
Danske Markets Research May 16, 2012
Blogs
Brazilian Firm Announces Largest Africa-Focused Private Equity Fund To Date
Moneywatch Africa May 10, 2012
News
“Interest rate has been falling not to please Dilma”, says Brazil Central bank chief
MercoPress May 14, 2012
News
Brazil ready to boost trade with Argentina but demands “compromise” on lowering barriers
MercoPress May 09, 2012
Analysis
Brazil: Lower Inflation, Lower Rates, Lower PMIs, Lower Real, Lower Everything!
RGE Analysis May 07, 2012
News
Brazil’s April trade surplus at its lowest in a decade, as imports soar to new record
MercoPress May 03, 2012
News
Brazil working on package to further lower interest rates without scaring savers
MercoPress May 03, 2012
News
Brazil will continue to intervene in support of industry and depressing its currency
MercoPress Apr 21, 2012
News
Brazilian economy set to grow 3%, but with risks of overheating, says IMF
MercoPress Apr 18, 2012
News
US/Brazil discuss energy cooperation and closer economic ties even free trade agreement
MercoPress Apr 17, 2012
News
South Africa: Insight and Strategy - EM10 and Africa: Currencies spearhead BRICS multi-polar agenda
Standard Bank Apr 11, 2012
News
Fitch ratings says Brazil’s current slowdown is cyclical and likely to return to potential
MercoPress Apr 04, 2012
News
Fitch ratings says Brazil’s current slowdown is cyclical and likely to return to potential
MercoPress Apr 04, 2012
News
Brazil considering tax breaks and higher tariffs to help struggling industries
MercoPress Apr 01, 2012
News
Brazil and South Africa Hit Hard by Exchange Rate Complications
Inter Press Service (IPS) Africa Mar 30, 2012
News
Brazil monetary authorities suggest benchmark rate could fall to 9% (from 9.75%)
MercoPress Mar 30, 2012
RESEARCH AND STRATEGY FIXTURES
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