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Brazil

Macroeconomy

Markets

Finance & Banking

Geostrategy

Key Indicators

BRA Gross domestic product
current prices, sa, Stock or Quantum, SA, BRL (billions) - Brazil
0, 0, 7.16, 0, 0 0
International Trade
Trade Balance, USD - Brazil
2276902100, 1357484900, 2434213400, 1092350000, 1198411800 1,198,411,800
Industrial Production
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
5.91, 5.99, 6.01, 6.3, 6.51 6.51
Retail Sales Volume Index
Total, 2003 = 100, SA - Brazil
-2.96, 1.4, 0.98, 0.38, 3.41 3.41
data by Factset

Brazil Outlook: Growth Unlikely to Collapse in 2012

Provided there is no structural break in the eurozone before late 2012, we are not expecting growth to be much different in 2012 than it was in 2011. In 2013, however, our forecasts turn far more negative. Any change in the timing of a Greek exit from the eurozone would dramatically change the forecast for 2012.

Read the latest Brazil Outlook

Market Strategy

Emerging Markets Quarterly

Brazil: Q1 2012

By Juan Lorenzo Maldonado, Natalia Gurushina and Ibrahim Gassambe Jan 26, 2012

Cross Asset Monthly

Emerging Markets: Between Scylla and Charybdis

By Natalia Gurushina Nov 7, 2011

Emerging Markets Quarterly

Credit: Delayed Reaction

By David Nowakowski and Tsolmon Enkhbayar Oct 24, 2011

Emerging Markets Quarterly

Rates/Currencies: In Defense of the Defensive

By Natalia Gurushina Oct 24, 2011

Cross Asset Monthly

Emerging Markets: A Defensive Stance Is Justified

By Natalia Gurushina Oct 7, 2011

Cross Asset Monthly

Emerging Markets: There May Be Trouble Ahead, but We See Opportunities

By Natalia Gurushina Sep 6, 2011

Cross Asset Monthly

Commodities: Forward Curves—The Shape of Things to Come

By Shelley Goldberg Sep 6, 2011

Cross Asset Monthly

Emerging Markets: Damocles' Sword(s), Black Sheep and Weaker Growth

By Natalia Gurushina Aug 3, 2011

Emerging Markets Quarterly

Equity: Credit Growth Boosts Earnings

By Gina Sanchez Jul 28, 2011

Emerging Markets Quarterly

Commodities: EMs Steer Auto Sector Growth

By Shelley Goldberg Jul 28, 2011

Emerging Markets Quarterly

LatAm: No Bubble to Burst in Brazil

By Bianca Taylor and Juan Lorenzo Maldonado Jul 28, 2011

Market Strategy

Measuring EM FX Appreciation Pressures (Part I)

By Natalia Gurushina and Tsolmon Enkhbayar Jul 14, 2011

Cross Asset Monthly

Emerging Markets: Searching for Direction

By Natalia Gurushina Jul 5, 2011

Cross Asset Monthly

Emerging Markets: Walking a Tightrope

By Natalia Gurushina Jun 6, 2011

Market Strategy

Orange Juice Shorts Get Squeezed

By Shelley Goldberg May 17, 2011

Emerging Markets Quarterly

The Here and Now: Finding the Right Middle Ground

By Arnab Das Apr 21, 2011

Emerging Markets Quarterly

Latin America: Policy Challenges Ahead

By Juan Lorenzo Maldonado Apr 21, 2011

Emerging Markets Quarterly

Emerging Market Scorecard

By the RGE Economic Research Team Apr 21, 2011

Emerging Markets Quarterly

Fixed Income/Foreign Exchange: Taming Inflation—Mission Impossible?

By Natalia Gurushina Apr 21, 2011

Market Strategy

Asset Classes: Historic Correlations to Oil Prices

By David Nowakowski, Natalia Gurushina and Tsolmon Enkhbayar Apr 5, 2011

Cross Asset Monthly

Emerging Markets: A Dizzying Mosaic of Driving Forces

By Natalia Gurushina Apr 4, 2011

Cross Asset Monthly

Emerging Markets: There May Be Trouble Ahead

By Natalia Gurushina Mar 1, 2011

Cross Asset Monthly

The Big Picture: It's All Relative

By Arnab Das Feb 8, 2011

Cross Asset Monthly

Emerging Markets: Long EM—To Be or Not To Be

By Natalia Gurushina Feb 8, 2011

Emerging Markets Quarterly

Submerging Markets: Past Perfect (and Imperfect)

By Arun Motianey Jan 19, 2011

Emerging Markets Quarterly

Latin America: Falling Behind the Curve

By Bertrand Delgado Jan 19, 2011

Cross Asset Monthly

Emerging Markets: We Are All in This Together

By Natalia Gurushina Oct 28, 2010

Market Strategy

Emerging Markets Quarterly, October 2010: A Tale of Two Worlds

By the RGE Macroeconomics and Strategy Teams Oct 22, 2010

Emerging Markets Quarterly

Brazil: Delicate Balance Between Funding Quality and Tighter Capital Controls

By Bertrand Delgado Oct 22, 2010

Emerging Markets Quarterly

Commodities: Rising From the Ashes

By Shelley Goldberg Oct 22, 2010

Emerging Markets Quarterly

Credit: If You Issue, They Will Come

By David Nowakowski Oct 22, 2010

Emerging Markets Quarterly

Equity: Liquidity Creates Bigger Imbalances

By Gina Sanchez Oct 22, 2010

Emerging Markets Quarterly

Fixed Income and Foreign Exchange: The Global Tug of War

By Natalia Gurushina Oct 22, 2010

Emerging Markets Quarterly

Latin America: Regional Currencies Attractive, Though With Divergent Growth Patterns

By Bertrand Delgado Oct 22, 2010

Emerging Markets Quarterly

Appendix: Emerging Markets Scorecard

By The RGE Strategy Team Oct 22, 2010

Cross Asset Monthly

Emerging Markets: At the Cross Roads

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Equities: Über Competitive Germany

By Gina Sanchez Aug 31, 2010

Market Strategy

Struggling to Break Free: Rising Correlations Part II

By David Nowakowski and Natalia Gurushina Aug 25, 2010

Market Strategy

Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications

By Christian Menegatti, Rachel Ziemba, Arnab Das, Arun Motianey, Gina Sanchez, Natalia Gurushina and David Nowakowski Aug 2, 2010

Market Strategy

Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear

By Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila Jul 27, 2010

Economic Research

LatAm Weekly

LatAm Trade Volumes; Brazil’s Monetary Policy

By Juan Lorenzo Maldonado Jan 30, 2012

LatAm Weekly

Brazil Credit Growth; Mexico Activity Indicators; Chile Monetary Policy

By Juan Lorenzo Maldonado Jan 23, 2012

LatAm Weekly

Brazil Inflation; Chile Economic Activity; Colombia Inflation

By Juan Lorenzo Maldonado Jan 2, 2012

LatAm Weekly

Argentine Cabinet Shuffle; Brazilian Political Corruption, Growth

By Bianca Taylor, Oscar Bercovich, Maria Jose Hernandez and Jacob Albert Dec 12, 2011

Global Economic Outlook

Outlook Overview: No Such Thing as a Free Lunch

By Christian Menegatti, Rachel Ziemba and Nouriel Roubini Dec 11, 2011

LatAm Weekly

LatAm, Brazil, Argentina and Colombia Outlook Highlights

By Juan Lorenzo Maldonado and Bianca Taylor Dec 6, 2011

Global Economic Outlook

Brazil Outlook: Growth Unlikely to Collapse in 2012

By Bianca Taylor Dec 6, 2011

Global Economic Outlook

Latin America Outlook: Let the Games Begin

By Juan Lorenzo Maldonado Dec 6, 2011

LatAm Weekly

Brazil Monetary Policy, Mexico Monetary Policy, Chile Activity Indicators, Colombia Monetary Policy

By Juan Lorenzo Maldonado and Bianca Taylor Nov 28, 2011

Economic Research

BRICs in Africa: After More Than Just Resources

By Maya Senussi and Rachel Ziemba Nov 22, 2011

LatAm Weekly

Brazil Credit; Mexico GDP and Politics; Colombia Monetary Policy

By Juan Lorenzo Maldonado, Bianca Taylor and Maria Jose Hernandez Nov 21, 2011

Central Bank Watch

Overview: The Next Cycle

By Michael Manetta Nov 17, 2011

Central Bank Watch

Central Bank of Brazil: November Update

By Bianca Taylor Nov 17, 2011

LatAm Weekly

Brazil Inflation; Mexico Activity and Inflation; Chile Trade; Peru Monetary Policy

By Juan Lorenzo Maldonado and Bianca Taylor Nov 7, 2011

LatAm Weekly

Argentina Politics; Brazil Minutes; Mexico and Chile Activity; Colombia Monetary Policy; Peru Fiscal Policy

By Juan Lorenzo Maldonado, Bianca Taylor and Maria Jose Hernandez Oct 24, 2011

LatAm Weekly

Brazil’s Monetary Policy; Mexico, Colombia and Peru’s Activity Indicators; Venezuela’s Debt

By Juan Lorenzo Maldonado and Bianca Taylor Oct 17, 2011

Central Bank Watch

Pulling Out Policy Rabbits, Putting Policy Ducks in a Row

By Michael Manetta and the RGE Economic Research Team Oct 4, 2011

Global Economic Outlook

Brazil Outlook Update: We Revise Our Selic Forecast

By Bianca Taylor Oct 3, 2011

LatAm Weekly

Brazilian and Peruvian Monetary Policy; Chilean Economic Activity

By Bianca Taylor and Juan Lorenzo Maldonado Oct 3, 2011

Economic Research

Brazil: Inflation Risks and the New Monetary Policy Model

By Bianca Taylor and Nuria Tolsa Sep 28, 2011

Global Economic Outlook

Brazil Outlook Update: A New Model for Monetary Policy

By Bianca Taylor, Juan Lorenzo Maldonado and Nuria Tolsa Sep 21, 2011

LatAm Weekly

Global Headwinds Dampen Regional Growth Prospects

By Juan Lorenzo Maldonado Sep 19, 2011

Global Economic Outlook

Latin America Outlook Update: Another Steeplechase Ahead

By Juan Lorenzo Maldonado Sep 19, 2011

LatAm Weekly

Monetary Policy in Brazil, Mexico, Chile and Peru; Economic Activity in Argentina; Politics in Mexico

By Juan Lorenzo Maldonado, Bianca Taylor and Maria Jose Hernandez Sep 12, 2011

LatAm Weekly

Brazil Rate Cut; Inflation in Mexico; Monetary Policy in Colombia, Chile, Peru

By Juan Lorenzo Maldonado, Bianca Taylor and Maria Jose Hernandez Sep 5, 2011

LatAm Weekly

Brazil, Chile and Colombia Monetary Policy; Brazil and Peru GDP

By Juan Lorenzo Maldonado and Bianca Taylor Aug 26, 2011

LatAm Weekly

Brazilian Unemployment and Politics; Mexican, Chilean Monetary Policy

By Juan Lorenzo Maldonado and Bianca Taylor Aug 22, 2011

Central Bank Watch

Summary Table: RGE Policy Rate Forecasts and Market Interbank Rate Expectations

By Michael Manetta and the RGE Economic Research Team Aug 19, 2011

Central Bank Watch

Central Bank of Brazil: August Update

By Bianca Taylor Aug 19, 2011

LatAm Weekly

Retail Sales in Brazil; CPI in Mexico; Exports in Chile; Monetary Policy in Peru

By Juan Lorenzo Maldonado and Bianca Taylor Aug 8, 2011

LatAm Weekly

New FX Tax in Brazil; Economic Activity Normalizes in Chile; Peru President Raises Concerns

By Bianca Taylor and Juan Lorenzo Maldonado Aug 1, 2011

LatAm Weekly

Brazilian Capital Flows; Mexican Economic Activity; Argentine Politics; Chilean IP

By Juan Lorenzo Maldonado and Nathalie Picarelli Jun 27, 2011

LatAm Weekly

Converging to Potential Growth

By Juan Lorenzo Maldonado Jun 21, 2011

Global Economic Outlook

Latin America Outlook Update: Converging Toward Potential Growth

By Juan Lorenzo Maldonado Jun 21, 2011

Global Economic Outlook

Brazil Outlook Update: Decelerating to Potential

By Juan Lorenzo Maldonado Jun 21, 2011

Economic Research

Central Bank Watch: The Shifting Tides of Global Monetary Policy

By James Mason and the RGE Economic Research Team Jun 8, 2011

Economic Research

Current Account Deficit Alert: Domestic Policies, not Foreign Capital, Will Shield Brazil, India, Turkey and South Africa

By Arpitha Bykere, Juan Lorenzo Maldonado, David Rogovic, Rachel Ziemba and Maya Senussi Jun 2, 2011

LatAm Weekly

Growth Dynamics Continue on Robust Footing in LatAm

By Juan Lorenzo Maldonado, Nathalie Picarelli and Alex Giron May 16, 2011

LatAm Weekly

Further Tightening on the Cards, Across LatAm

By Juan Lorenzo Maldonado May 9, 2011

LatAm Weekly

Brazil’s Central Bank Moves Cautiously Forward While Banxico Remains Neutral

By Juan Lorenzo Maldonado and Alex Giron May 2, 2011

LatAm Weekly

Brazil Softens Tightening Path; Colombia Looks Set to Hike

By Juan Lorenzo Maldonado Apr 25, 2011

LatAm Weekly

Brazil Likely to Hike Rates in April; Mexico Stays On Hold

By Juan Lorenzo Maldonado, Alex Giron and Renzo Merino Apr 18, 2011

Economic Research

South Africa: When BRIC Became BRICS…

By Maya Senussi and Rachel Ziemba Apr 12, 2011

LatAm Weekly

Brazil's Inflation Threatens to the Upside; Mexico’s Remains Gentle

By Juan Lorenzo Maldonado Apr 11, 2011

LatAm Weekly

Brazil to End Tightening Cycle Soon

By the RGE LatAm Analyst Team Apr 1, 2011

Economic Research

Brazil: Central Bank Closer to Ending the Tightening Cycle

By Bertrand Delgado and Renzo Merino Apr 1, 2011

LatAm Weekly

Brazil's Government Implements Macroprudential Measures

By Bertrand Delgado, Nathalie Picarelli and Renzo Merino Mar 30, 2011

Economic Research

Brazil: Government Implements Macroprudential Measures

By Bertrand Delgado and Nathalie Picarelli Mar 30, 2011

LatAm Weekly

Strong Economic Results Across the Region

By Bertrand Delgado Mar 28, 2011

Economic Research

Brazil: Advancing Industrial Output

By Bertrand Delgado Mar 28, 2011

LatAm Weekly

Market Rates Continue to Trim Down in Brazil

By Bertrand Delgado, Juan Lorenzo Maldonado and Renzo Merino Mar 25, 2011

Economic Research

Brazil: Market Rate Expectations Continue to Adjust Downward

By Bertrand Delgado and Renzo Merino Mar 25, 2011

LatAm Weekly

Radical Presidential Candidate Advances in Peru Polls

By Bertrand Delgado, Nathalie Picarelli, Renzo Merino, Alex Giron and Juan Lorenzo Maldonado Mar 23, 2011

Economic Research

Brazil: Inflation Expectations Up; GDP Forecasts Down for 2011

By Bertrand Delgado and Nathalie Picarelli Mar 23, 2011

LatAm Weekly

Brazilian Inflation Pressures Easing in March

By Bertrand Delgado, Juan Lorenzo Maldonado and Renzo Merino Mar 21, 2011

Economic Research

Brazil: Easing Inflation Pressures in March

By Bertrand Delgado and Renzo Merino Mar 21, 2011

Global Economic Outlook

Latin America Outlook: Still a Bright Prospect

By Bertrand Delgado Mar 18, 2011

LatAm Weekly

Brazilian Retail Sales to Decelerate for January

By Bertrand Delgado, Nathalie Picarelli, Renzo Merino and Juan Lorenzo Maldonado Mar 14, 2011

Economic Research

Brazil: Retail Sales Slowing

By Bertrand Delgado Mar 14, 2011

Global Economic Outlook

Brazil Outlook: Falling Back to Trend Growth

By Bertrand Delgado Mar 11, 2011

LatAm Weekly

Mixed Inflation Dynamics in the LatAm Region

By Bertrand Delgado, Renzo Merino and Juan Lorenzo Maldonado Mar 11, 2011

Economic Research

Brazil: Market Expectations Readjusted Down on Dovish Minutes

By RGE's LatAm Analyst Team Mar 11, 2011

Economic Research

Brazil: Market Expectations Readjusted Down on Dovish Minutes

By RGE's LatAm Analyst Team Mar 11, 2011

Economic Research

Brazil: Market Expectations Readjust Down on Dovish Monetary Policy Minutes

By Bertrand Delgado and Renzo Merino Mar 10, 2011

Economic Research

LatAm: The Female Factor for Growth in LatAm

By Nathalie Picarelli Mar 9, 2011

LatAm Weekly

Inflation Expectations Likely to Decline in Brazil

By Bertrand Delgado, Juan Lorenzo Maldonado and Renzo Merino Mar 7, 2011

Economic Research

Brazil: Inflation Expectations Might Have Decreased

By Bertrand Delgado and Renzo Merino Mar 7, 2011

LatAm Weekly

Brazilian Economic Activity Revised Down for 2011

By RGE's LatAm Analyst Team Mar 4, 2011

Economic Research

Brazil: Waiting for the Central Bank Minutes

By Bertrand Delgado, Nathalie Picarelli and Renzo Merino Mar 4, 2011

Economic Research

Brazil Continues Tightening

By Bertrand Delgado Mar 3, 2011

LatAm Weekly

Inflation Expectations Stabilize in Brazil, But Remain High

By RGE's LatAm Analyst Team Mar 2, 2011

Economic Research

Brazil: Inflation Expectations Stabilize, But Still High

By Bertrand Delgado and Nathalie Picarelli Mar 2, 2011

LatAm Weekly

Central Bank to Keep Tightening in Brazil

By Bertrand Delgado, Juan Lorenzo Maldonado and Renzo Merino Feb 28, 2011

Economic Research

Brazil: Central Bank to Keep Tightening

By Bertrand Delgado and Renzo Merino Feb 28, 2011

LatAm Weekly

Softer Credit Growth and Labor Dynamics in Brazil

By Bertrand Delgado, Juan Lorenzo Maldonado, Nathalie Picarelli, Alex Giron and Renzo Merino Feb 25, 2011

Economic Research

Brazil: Credit Growth Decelerates

By Bertrand Delgado and Renzo Merino Feb 25, 2011

LatAm Weekly

Leading Indicators Show Mexico Performing Strongly This Year

By Bertrand Delgado, Juan Lorenzo Maldonado and Nathalie Picarelli Feb 23, 2011

Economic Research

Brazil: Monthly Inflation Likely Reaches Peak in February

By Bertrand Delgado Feb 23, 2011

LatAm Weekly

Monthly Inflation Peaks During February in Brazil

By Bertrand Delgado, Juan Lorenzo Maldonado, Nathalie Picarelli and Renzo Merino Feb 21, 2011

Economic Research

Brazil: Monthly Inflation Peaks in February

By Bertrand Delgado and Renzo Merino Feb 21, 2011

LatAm Weekly

Markets Reassess Brazil's Tightening Cycle to the Downside

By Bertrand Delgado, Juan Lorenzo Maldonado and Renzo Merino Feb 18, 2011

Economic Research

Brazil: Softening Economic Activity

By Bertrand Delgado and Renzo Merino Feb 18, 2011

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

Economic Research

Brazil: High Inflation Weakens Retail Sales

By Bertrand Delgado and Nathalie Picarelli Feb 16, 2011

Economic Research

Brazil: High Food Prices Flatten December Retail Sales

By Bertrand Delgado Feb 15, 2011

LatAm Weekly

Brazilian Consumption Stays Strong

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 14, 2011

Economic Research

Brazil: Consumption Stayed Strong in December

By Bertrand Delgado Feb 14, 2011

LatAm Weekly

Market Rates Adjusted Down in Mexico

By Bertrand Delgado, Juan Lorenzo Maldonado, Alex Giron and Renzo Merino Feb 11, 2011

Economic Research

Brazil: Tighter Macroprudential Regulation Is Bearing Fruit

By Bertrand Delgado, Alex Giron and Renzo Merino Feb 11, 2011

LatAm Weekly

Markets Lower Rate-Hike Expectations in Brazil

By Bertrand Delgado, Juan Lorenzo Maldonado, Alex Giron and Nathalie Picarelli Feb 9, 2011

Economic Research

Brazil: High Inflation, But Matched by Expectations

By Bertrand Delgado and Nathalie Picarelli Feb 9, 2011

LatAm Weekly

Mexican Central Bank Comfortable With Inflation Outlook

By Bertrand Delgado, Juan Lorenzo Maldonado and Renzo Merino Feb 7, 2011

Economic Research

Brazil: High Inflation in January

By Bertrand Delgado Feb 7, 2011

LatAm Weekly

Mexican Central Bank Expected to Stay on Hold Throughout 2011

By Bertrand Delgado Feb 4, 2011

Economic Research

Brazil: Industrial Output Disappoints

By Bertrand Delgado Feb 4, 2011

LatAm Weekly

Brazil Needs Fiscal Tightening ASAP

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Feb 2, 2011

Economic Research

Brazil: Inflation Expectations Keep Deteriorating

By Bertrand Delgado and Alex Giron Feb 2, 2011

LatAm Weekly

Overvalued Brazilian Real Hurts Exports and Industrial Output

By Bertrand Delgado, Juan Lorenzo Maldonado and Renzo Merino Jan 31, 2011

Economic Research

Overvalued Currency to Hurt Brazilian Exports and Industrial Output

By Bertrand Delgado and Renzo Merino Jan 31, 2011

Economic Research

Brazil’s Monetary Policy to Rely on Fiscal and Credit Policies

By Bertrand Delgado and Renzo Merino Jan 28, 2011

LatAm Weekly

Brazil’s Current Account Deficit Doubles; Mexico’s Inflation Expected to Drop

By Bertrand Delgado and Alex Giron Jan 26, 2011

Economic Research

Brazil’s Current Account Deficit Doubles in 2010

By Bertrand Delgado Jan 26, 2011

LatAm Weekly

Diverging Inflation Rates in Brazil and Mexico

By Bertrand Delgado and Renzo Merino Jan 24, 2011

Economic Research

Brazil’s Inflation to Keep Moving Higher

By Bertrand Delgado Jan 24, 2011

LatAm Weekly

Brazil to Keep Tightening; Mexico’s Inflation Expectations Deteriorate

By Bertrand Delgado and Juan Lorenzo Maldonado Jan 21, 2011

Economic Research

More Tightening in the Pipeline in Brazil

By Bertrand Delgado Jan 21, 2011

LatAm Weekly

Brazil’s Inflation Expectations to Deteriorate; Robust Growth in Peru

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Jan 19, 2011

Economic Research

Brazil’s Inflation Expectations Continue to Deteriorate

By Bertrand Delgado Jan 19, 2011

LatAm Weekly

Brazil to Tighten Monetary Policy; Mexico to Stay on Hold

By Bertrand Delgado and Renzo Merino Jan 17, 2011

Economic Research

Brazil’s Central Bank to Reinitiate the Tightening Cycle

By Bertrand Delgado Jan 17, 2011

LatAm Weekly

Strong Growth in Brazil; Chile’s Central Bank on Hold

By Bertrand Delgado and Juan Lorenzo Maldonado Jan 14, 2011

Economic Research

Strong Growth in Brazil by Year-End 2010

By Bertrand Delgado Jan 14, 2011

LatAm Weekly

Brazil and Chile Expected to Continue Tightening in January

By Bertrand Delgado and Juan Lorenzo Maldonado Jan 12, 2011

Economic Research

Brazil Expected to Grow 4.5% in 2011 and 2012

By Bertrand Delgado Jan 12, 2011

LatAm Weekly

Week Ahead (Week of January 10, 2011)

By Bertrand Delgado Jan 10, 2011

Economic Research

Brazil's Retail Sales Ease to 9.7% in November

By Bertrand Delgado Jan 10, 2011

LatAm Weekly

Week Ahead (Week of December 20, 2010)

By Bertrand Delgado Dec 20, 2010

Economic Research

Brazil's Inflation Expected Close to 6% in 2010

By Bertrand Delgado Dec 20, 2010

LatAm Weekly

Brazil Expected to Tighten; Mexico’s IP Decelerates; Chavez Requests Special Powers

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Dec 15, 2010

Economic Research

Brazil’s Central Bank Expected to Tighten in January

By Bertrand Delgado Dec 15, 2010

LatAm Weekly

Week Ahead (Week of December 13, 2010)

By Bertrand Delgado Dec 13, 2010

Economic Research

Brazil’s Central Bank Expected to Hike Rates

By Bertrand Delgado Dec 13, 2010

Global Economic Outlook

Global Overview: 2011 Outlook

By Christian Menegatti, Nouriel Roubini and the RGE Macroeconomics Team Dec 7, 2010

Global Economic Outlook

Brazil: 2011 Outlook

By Bertrand Delgado Dec 7, 2010

Global Economic Outlook

Macro Forecasts: 2011 Outlook

By the RGE Macroeconomics Team Dec 7, 2010

Global Economic Outlook

Latin America: 2011 Outlook

By Bertrand Delgado Dec 7, 2010

LatAm Weekly

Week Ahead (Week of November 22, 2010)

By Bertrand Delgado Nov 22, 2010

Economic Research

Elevated Commodity Prices in Brazil Push Inflation Up

By Bertrand Delgado Nov 22, 2010

LatAm Weekly

Week Ahead (Week of November 15, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Nov 15, 2010

Economic Research

All Eyes on Brazil’s Inflation Outlook

By Bertrand Delgado Nov 15, 2010

LatAm Weekly

Brazil’s Inflation Pressures Elevated; Mexico’s Industrial Output Decelerates

By Bertrand Delgado and Juan Lorenzo Maldonado Nov 12, 2010

Economic Research

Brazil’s Inflation Decelerates Marginally in October

By Bertrand Delgado and Juan Lorenzo Maldonado Nov 12, 2010

LatAm Weekly

Mixed Inflation Results Across the Region

By Bertrand Delgado and Juan Lorenzo Maldonado Nov 10, 2010

Economic Research

Brazil’s Inflation Surprises on the Upside

By Bertrand Delgado Nov 10, 2010

LatAm Weekly

Week Ahead (Week of November 8, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Nov 8, 2010

Economic Research

Brazil’s Inflation Increases in October

By Bertrand Delgado Nov 8, 2010

LatAm Weekly

Brazilian Industrial Production Declines; Mexico’s PMIs Improve

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Nov 5, 2010

Economic Research

Brazilian Industrial Production Declines

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Nov 5, 2010

LatAm Weekly

Brazil’s PMI Falls Below 50; Argentina’s Tax Revenues Grow

By Bertrand Delgado and Juan Lorenzo Maldonado Nov 3, 2010

Economic Research

Brazil’s PMI Falls to 49.5

By Bertrand Delgado Nov 3, 2010

LatAm Weekly

Week Ahead (Week of November 1, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Nov 1, 2010

Economic Research

Brazil’s Industrial Production Grows by 7.1% in September

By Bertrand Delgado and Juan Lorenzo Maldonado Nov 1, 2010

LatAm Weekly

Brazil’s Central Bank Remains Dovish; Political Uncertainty in Argentina

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Oct 29, 2010

Economic Research

Brazil’s Central Bank Remains Dovish

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Oct 29, 2010

LatAm Weekly

Brazil’s Credit Growth Eases; Colombia’s Inflation Expectations Drop

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Oct 27, 2010

Economic Research

Brazil’s Credit Growth Eases

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Oct 27, 2010

LatAm Weekly

Week Ahead (Week of October 11, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Oct 11, 2010

Economic Research

Brazil’s Economic Activity Expected to Grow by 7.5% in 2010

By Bertrand Delgado Oct 11, 2010

LatAm Weekly

Week Ahead (Week of October 4, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Oct 4, 2010

Economic Research

Brazil’s Inflation to Grow Marginally

By Bertrand Delgado and Juan Lorenzo Maldonado Oct 4, 2010

Economic Research

Brazil: Industrial Production Disappoints

By Bertrand Delgado Oct 1, 2010

LatAm Weekly

Brazil to Reinforce the Democratic Process this Sunday

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Oct 1, 2010

Economic Research

Brazil’s Central Bank Revises Its Forecasts

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Oct 1, 2010

LatAm Weekly

Brazilian and Chilean Authorities Show Discomfort with FX Dynamics

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Sep 29, 2010

Economic Research

Brazil’s Inflation Expectations Rise

By Bertrand Delgado and Alex Giron Sep 29, 2010

LatAm Weekly

Week Ahead (Week of September 27, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Sep 27, 2010

LatAm Weekly

Brazil’s Consumer Confidence Stalls; Mexico’s Shy Recovery Persisted in Q2 2010

By Bertrand Delgado, Juan Lorenzo Maldonado, Alex Giron and Maria Paula Carvajal Sep 24, 2010

Economic Research

Brazil’s Consumer Confidence Stalls

By Bertrand Delgado and Juan Lorenzo Maldonado Sep 24, 2010

LatAm Weekly

Brazil’s Current Account Deficit Widens; Argentina’s Growth Unsustainable

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Sep 22, 2010

Economic Research

Brazil’s Current Account Deficit Widens

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Sep 22, 2010

LatAm Weekly

Week Ahead (Week of September 20, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Sep 20, 2010

LatAm Weekly

Intervention Is Back

By Bertrand Delgado, Juan Lorenzo Maldonado and Maria Paula Carvajal Sep 17, 2010

LatAm Weekly

Brazil’s Inflation Rising; Mexico’s Outlook Gloomy

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Sep 15, 2010

LatAm Weekly

Week Ahead (Week of September 13, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Sep 13, 2010

Global Economic Outlook

Brazil: September 2010 Outlook Update

By Bertrand Delgado Sep 10, 2010

Global Economic Outlook

Global Overview: September 2010 Outlook Update

By Nouriel Roubini, Christian Menegatti and the RGE Macroeconomic Team Sep 10, 2010

LatAm Weekly

Week Ahead (Week of September 6, 2010)

By Bertrand Delgado, Juan Lorenzo Maldonado, Alex Giron and Maria Paula Carvajal Sep 6, 2010

Economic Research

Brazil: Consolidating Economic Activity

By Bertrand Delgado Sep 3, 2010

LatAm Weekly

Brazil Ends Tightening; Mexico’s Inflation Improves

By Bertrand Delgado and Juan Lorenzo Maldonado Sep 3, 2010

LatAm Weekly

Brazil’s Industrial Output Disappoints; Dilma Favorite for Presidency

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Sep 1, 2010

Economic Research

Brazil: Industrial Output Disappointed in July

By Bertrand Delgado Aug 31, 2010

LatAm Weekly

Week Ahead (Week of August 30, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 27, 2010

LatAm Weekly

Brazil's Spending Remains High Before Election

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Aug 27, 2010

LatAm Weekly

Brazil's Inflation Reaches Bottom; Mexico on a Rocky Growth Path

By Bertrand Delgado, Juan Lorenzo Maldonado and Ana Pulido Aug 25, 2010

LatAm Weekly

Colombia Pushes Forward While Venezuela Surprises to the Upside

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 20, 2010

LatAm Weekly

Lula's Protégé Dilma Rouseff Advances in Brazil Election

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 18, 2010

Economic Research

Brazil: Growth and SELIC Still Adjusting Downward

By Bertrand Delgado Aug 16, 2010

LatAm Weekly

Week Ahead (Week of August 16, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 13, 2010

LatAm Weekly

Brazil’s Growth Decelerates While Colombia and Venezuela Mend Ties

By Bertrand Delgado, Juan Lorenzo Maldonado and Maria Paula Carvajal Aug 13, 2010

Economic Research

Brazil: Economic Activity Consolidating to a Slower Pace

By Bertrand Delgado Aug 12, 2010

LatAm Weekly

Mexico and the U.S. Together for the Good Times and Bad

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 11, 2010

LatAm Weekly

Week Ahead (Week of August 9, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 6, 2010

LatAm Weekly

Chile Recovers While Venezuelan Inflation Surprises on Downside

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 6, 2010

LatAm Weekly

Tightening Cycle to Continue in Chile and Peru

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 4, 2010

LatAm Weekly

Brazil Shifts to Dovish While Mexico Stays Neutral

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 30, 2010

LatAm Weekly

Brazil's Current Account Deficit Widens

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 28, 2010

LatAm Weekly

Week Ahead (Week of July 26, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 23, 2010

LatAm Weekly

Brazil's Central Bank Sees Lower Inflation Risk

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 23, 2010

LatAm Weekly

Brazil Takes Its Next Monetary Step

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Jul 20, 2010

LatAm Weekly

Week Ahead (Week of July 19, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 16, 2010

LatAm Weekly

Inflation Spells Trouble for Argentina

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 15, 2010

LatAm Weekly

Inflation Outlook Brightens for Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 13, 2010

Global Economic Outlook

Latin America: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

Global Economic Outlook

Brazil: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

LatAm Weekly

Week Ahead (Week of July 12, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 9, 2010

LatAm Weekly

Don't Get Too Comfortable With Falling Inflation

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 8, 2010

LatAm Weekly

Chile Makes a Full Post-Quake Recovery

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 6, 2010

LatAm Weekly

Week Ahead (Week of July 5, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 2, 2010

LatAm Weekly

Brazil Settles Into Slower Growth

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 1, 2010

LatAm Weekly

Mexico's Economic Activity Fails to Impress

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 29, 2010

LatAm Weekly

Week Ahead (Week of June 28, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 25, 2010

LatAm Weekly

Signs of Marginal Deceleration in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 24, 2010

LatAm Weekly

Parsing Colombia's New President

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 22, 2010

LatAm Weekly

Week Ahead (Week of June 21, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 18, 2010

Economic Research

Central Banks Determined to Tighten but Cautious of Global Jitters

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 17, 2010

LatAm Weekly

Peru Shows No Sign of Slowing

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 15, 2010

LatAm Weekly

Inflation Behaving but Still Under Watch

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 10, 2010

LatAm Weekly

Chile and Brazil Growth Heralds Tightening to Come

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 8, 2010

LatAm Weekly

Week Ahead (Week of June 7, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 4, 2010

LatAm Weekly

Eurozone Jitters Yet to Shake Mexico Consumer Confidence

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 3, 2010

LatAm Weekly

Santos on the Clear Road to Election

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 1, 2010

LatAm Weekly

Week Ahead (Week of May 31, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado May 28, 2010

LatAm Weekly

Brazil Leads as Venezuela Lags

By Bertrand Delgado and Juan Lorenzo Maldonado May 27, 2010

LatAm Weekly

Eurozone Woes Loom Over Forecasts

By Bertrand Delgado and Juan Lorenzo Maldonado May 25, 2010

LatAm Weekly

What's Coming Up? (Week of May 24, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado May 21, 2010

LatAm Weekly

Demand-Pull Pressures Keep Hurting Prices in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado May 20, 2010

LatAm Weekly

Domestic Demand Buoys Chile and Peru

By Bertrand Delgado and Juan Lorenzo Maldonado May 18, 2010

LatAm Weekly

What's Coming Up? (Week of May 17, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado May 14, 2010

LatAm Weekly

Another Sign of Breakneck Growth in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado May 13, 2010

LatAm Weekly

Inflation Swells in Brazil, Dwindles in Mexico

By Bertrand Delgado and Juan Lorenzo Maldonado May 11, 2010

LatAm Weekly

What's Coming Up? (Week of May 3, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 30, 2010

LatAm Weekly

Revising the Tightening Cycle in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 29, 2010

LatAm Weekly

Hawkish Statements Foreshadow Brazil’s Next Move

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 27, 2010

LatAm Weekly

What's Coming Up? (Week of April 26, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 23, 2010

LatAm Weekly

Seasonal Factors Temper Mexico's Inflation

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 22, 2010

LatAm Weekly

Mockus Gains Ground in Colombia Polls

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 20, 2010

LatAm Weekly

What's Coming Up? (Week of April 19, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 16, 2010

LatAm Weekly

New Forecast for Brazil After Pleasant Surprises

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 15, 2010

LatAm Weekly

Inflation Outlook Defies Brazil's Central Bank Target

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 13, 2010

Global Economic Outlook

Brazil: Q2 2010 Outlook

By Bertrand Delgado Apr 12, 2010

LatAm Weekly

What's Coming Up? (Week of April 12, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 9, 2010

LatAm Weekly

Blame Perishables for High Inflation

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 8, 2010

LatAm Weekly

Mexico's Inflation Outlook Dims

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 6, 2010

LatAm Weekly

What's Coming Up? (Week of April 5, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 2, 2010

LatAm Weekly

Growth Dynamics Remain Sound in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 1, 2010

LatAm Weekly

Brazil Inflation Holds Steady as Expectations Waver

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 30, 2010

LatAm Weekly

What's Coming Up? (Week of March 29, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 26, 2010

LatAm Weekly

All Signs Point to April Hike for Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 25, 2010

LatAm Weekly

Mexico Not Yet Fueling Its Own Engine

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 23, 2010

LatAm Weekly

What's Coming Up? (Week of March 22, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 19, 2010

LatAm Weekly

Brazil Central Bank Still Won’t Budge

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 18, 2010

LatAm Weekly

Do Brazil's Numbers Add up to a March Hike?

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 16, 2010

LatAm Weekly

What's Coming Up? (Week of March 15, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 12, 2010

LatAm Weekly

Brazil Strides Forward, Chile Treads with Caution

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 11, 2010

LatAm Weekly

Waiting on Hikes and Surveying Quake Damage

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 9, 2010

LatAm Weekly

What’s Coming Up? (Week of March 8, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 5, 2010

LatAm Weekly

Positive Dynamics Persist but Beware of Cool Breezes from the North

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 4, 2010

LatAm Weekly

Never a Dull Moment

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 2, 2010

LatAm Weekly

What’s Coming Up? (Week of March 1, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 26, 2010

Economic Research

Latin America: What's Coming Up?

By Bertrand Delgado and Juan L. Maldonado Feb 19, 2010

Economic Research

Latin America: Inflation on the Rise at the Beginning of 2010

By Bertrand Delgado and Juan L. Maldonado Feb 9, 2010

Economic Research

Latin America: What’s Coming Up?

By Bertrand Delgado Feb 8, 2010

Global Economic Outlook

Brazil: Q1 2010 Outlook

By Bertrand Delgado Jan 30, 2010

Economic Research

Comparing 2010 Growth Forecasts for Major Economies

By Rachel Ziemba, Elisa Parisi-Capone, Christian Menegatti, Arpitha Bykere, Bertrand Delgado and Mikka Pineda Jan 21, 2010

Economic Research

Carry Trade Hotspots: A Currency by Currency Forecast for 2010

By Mikka Pineda, Mary Stokes, Bertrand Delgado, Mikko Forss, Kavitha Cherian, Arpitha Bykere and Christian Menegatti Jan 4, 2010

Economic Research

Come to Mother: An RGE Strategy for the 2010 Carry Trade

By Arnab Das, Natalia Gurushina, Jennifer Kapila, Elisa Parisi-Capone Jan 4, 2010

Economic Research

RGE Currency Outlook: The Brazilian Real

By Bertrand Delgado Jan 1, 2010

Economic Research

Latin American CDS: Fully Recovered, What Are the Risks?

By Alejandro Rivera, Elisa Parisi-Capone and Bertrand Delgado Nov 13, 2009

Economic Research

Global Monetary Policy Outlook

By The RGE Analyst Team Nov 11, 2009

Economic Research

Are Capital Controls in Fashion Again?

By RGE Analyst Team Oct 28, 2009

Economic Research

Brazil Economic Outlook, Q4 2009

By Bertrand Delgado Oct 7, 2009

Economic Research

Brazil Economic Outlook, Q3 2009

By Bertrand Delgado & Italo Lombardi Jul 24, 2009

Economic Research

BRICs in the Monitor

By RGE Analyst Team Jun 16, 2009

Economic Research

Brazil and China: Moves Towards a New Economic Order?

By Rachel Ziemba May 18, 2009

Economic Research

China's Resource Buys

By Rachel Ziemba Feb 21, 2009

Economic Research

Brazilian Fiscal Accounts Booming

By Italo Lombardi Aug 25, 2008

Economic Research

Brazil, OPEC and Oil Fundamentals

By Rachel Ziemba May 12, 2008

Economic Research

Latin America: Weathering the Storm but Not the Hurricane

By Bertrand Delgado May 29, 2007

EconoMonitors

Latin America Channel

Brazil: The Risks of Monetary Policy

Marcio Garcia Feb 3, 2012

RGE Analysts

RGE's Gina Sanchez CNBC Video - Trading the Globe: Bulls From Brazil

Gina Sanchez Feb 2, 2012

Latin America Channel

Treasury Loans to the BNDES: Cornucopia?

Marcio Garcia Dec 23, 2011

Latin America Channel

Brazil and the Long Crisis

Marcio Garcia Nov 27, 2011

Global Macro Channel

BRICS to the Rescue

Michael Pettis Oct 6, 2011

Latin America Channel

Brazil's Policy Options in the Face of the Recrudescence of the International Crisis

Marcio Garcia Sep 19, 2011

Latin America Channel

Brazil: How to React to the Current Crisis?

Marcio Garcia Aug 15, 2011

The Kapali Carsi

Weekly Hurriyet column: Impressions of Turkey from London

Emre Deliveli Aug 15, 2011

Last Days of Rome

Sick as a BRIC

Michael Moran Jul 15, 2011

Latin America Channel

Brazil: The Pitfalls of Our Short and Mid-Term Economic Scenarios

Ricardo Meirelles Jul 14, 2011

Geostrategy Channel

CFR’s Independent Task Force: Global Brazil and U.S.-Brazil Relations

Shannon Oneil Jul 14, 2011

Latin America Channel

What Is the BNDES For?

Marcio Garcia Jul 10, 2011

Latin America Channel

Why Can’t Brazil Grow as Fast as China?

Shannon Oneil Jun 30, 2011

Latin America Channel

Brazil: It’s the Fiscal, Stupid!

Marcio Garcia Jun 12, 2011

Latin America Channel

Can Sterilized Foreign Exchange Purchases Be Expansionary?

Marcio Garcia May 2, 2011

Geostrategy Channel

Brazil: Government Announces New Decree

Bertrand Delgado & Nathalie Picarelli Mar 30, 2011

Latin America Channel

Brazil’s Current Account Deficit Likely Narrowed in February

Bertrand Delgado & Renzo Merino Mar 21, 2011

Latin America Channel

Brazil: North by Due North

Walter Molano Mar 15, 2011

Latin America Channel

Brazil: Economic Zombies Are Back

Marcio Garcia Mar 11, 2011

Latin America Channel

February PMI Figures Positive for Brazilian Economy

Bertrand Delgado & Nathalie Picarelli Mar 2, 2011

Latin America Channel

Brazil: What to Expect from Mantega’s 'Fiscal Consolidation'

Marcio Garcia Feb 27, 2011

Geostrategy Channel

Brazil: A Quick Honeymoon?

Walter Molano Jan 5, 2011

Latin America Channel

Brazil: Foreign Exchange Reserves, the BNDES and Public Debt

Marcio Garcia Dec 23, 2010

Geostrategy Channel

Brazil: The Challenges Facing the New Minister

Marcio Garcia Nov 30, 2010

Geostrategy Channel

Dilma Rousseff Promises Continuity

Bertrand Delgado Nov 3, 2010

Geostrategy Channel

Argentina: Provincial Update

Walter Molano Nov 1, 2010

Geostrategy Channel

Brazil: What Was Not Discussed

Marcio Garcia Oct 29, 2010

RGE Analysts

Dilma Rousseff’s Support Reaches 50%

Bertrand Delgado & Alex Giron Oct 27, 2010

Geostrategy Channel

Brazil: Creative Accounting and Fiscal Risk

Marcio Garcia Oct 21, 2010

Geostrategy Channel

Brazil: On to the Finish Line

Walter Molano Oct 14, 2010

Latin America Channel

Currency Wars

Walter Molano Oct 5, 2010

Latin America Channel

The Brazilian Miracles and a Certain Dose of Pessimism

Antonio Carlos Lemgruber Oct 1, 2010

Geostrategy Channel

Brazil: "We Are in the Midst of an International Currency War"

Edward Harrison Sep 27, 2010

Latin America Channel

Brazil Getting Serious About BRL

Edward Harrison Sep 22, 2010

RGE Analysts

RGE's Wednesday Note - Brazil's Economy Exhales

Bertrand Delgado Sep 8, 2010

RGE Analysts

Urban Unemployment Increases in Colombia

Bertrand Delgado & Juan Lorenzo Maldonado Sep 2, 2010

Geostrategy Channel

BRIC Justice

Walter Molano Sep 1, 2010

Geostrategy Channel

Brazil’s Economic Policies Under President Rouseff

Thomas Trebat Aug 31, 2010

Latin America Channel

Fiscal Policy in Brazil: Why “Primary Surpluses”?

Antonio Carlos Lemgruber Aug 30, 2010

Geostrategy Channel

Going Against the Conventional Macroeconomic Wisdom in Brazil 2010

Antonio Carlos Lemgruber Aug 16, 2010

Latin America Channel

Is Brazil Overheating?

Edward Harrison Jul 27, 2010

Latin America Channel

Brazil: Flying

Walter Molano Jul 22, 2010

Latin America Channel

A Negative Fiscal Multiplier in Brazil

Antonio Carlos Lemgruber Jul 21, 2010

Latin America Channel

Brazil: Economic Growth, Potential Output and Inflation

Antonio Carlos Lemgruber Jun 28, 2010

Geostrategy Channel

The Exchange Rate/Interest Rate Dilemma in Brazil

Antonio Carlos Lemgruber Jun 1, 2010

Don't Shoot the Messenger

China's Recent Trade Deficit: Is What You Yuan What You're Gonna Get?

Edward Hugh Apr 19, 2010

Geostrategy Channel

Taxes on Companies

Eduardo Lora Mar 26, 2010

Global Macro Channel

Flexible Exchange Rates and the Domestic Savings Rate

Antonio Carlos Lemgruber Mar 23, 2010

Global Macro Channel

2010: BRICs, PIIGS and the G-5 Countries

Antonio Carlos Lemgruber Mar 7, 2010

RGE Analysts

Exit Strategy Has begun in Brazil, Inflation Surprised to the Downside in Mexico

Bertrand Delgado & Juan Lorenzo Maldonado Feb 25, 2010

RGE Analysts

Latin America: A Closer Look at Inflation and Growth Dynamics in Brazil, Mexico, Argentina and Colombia

Bertrand Delgado, Juan Lorenzo Maldonado & Christian Menegatti Feb 23, 2010

RGE Analysts

Stars Align for an Early Hike in Brazil, Mexico's Regulators Ease Pension Fund Investment Rules

Bertrand Delgado & Juan Lorenzo Maldonado Feb 18, 2010

RGE Analysts

LatAm Update: Brazil Inflation Tops Expectations, Peru GDP Grows Robustly

Bertrand Delgado Feb 16, 2010

Latin America Channel

Brazil, Inc.

Walter Molano Feb 16, 2010

Global Macro Channel

Emerging Market Bubbles are Essential for Global Stabilization

Arun Motianey Feb 16, 2010

Latin America Channel

The New Banana Republics

Antonio Carlos Lemgruber Feb 11, 2010

Geostrategy Channel

A New Latin American Boom Seems to be Starting but it will be Plagued with Risks

Eduardo Lora Feb 2, 2010

Emerging Markets Channel

Recovering Markets

Marcus Svedberg Jan 26, 2010

The Wilder View

Government Payroll across U.S. Presidencies

Rebecca Wilder Jan 19, 2010

Geostrategy Channel

Peru: Hands across the Amazon

Walter Molano Jan 12, 2010

Geostrategy Channel

East vs. West

Walter Molano Jan 11, 2010

The Wilder View

Two BRICs: India vs. Brazil

Rebecca Wilder Jan 10, 2010

RGE Analysts

Latin American CDS: Fully Recovered, What are the Risks?

Alejandro Rivera, Elisa Parisi-Capone & Bertrand Delgado Nov 17, 2009

Latin America Channel

Vulnerability, Exchange Rate and International Reserves: Whither Brazil?

Bruno Saraiva & Otaviano Canuto Sep 21, 2009

Latin America Channel

On the Links to a Recovery in Latin America

Javier Guillermo Gomez Pineda Sep 8, 2009

Don't Shoot the Messenger

Brazil's Economy Enters The Eye Of The Storm

Edward Hugh Oct 8, 2008

Daily Digest

News

Brazil Exceeds Its Primary Budget Surplus Target for 2011

BusinessWeek  Raymond Colitt and Andre Soliani Feb 01, 2012

Blogs

Brazil: no need to send money home

FT  Samantha Pearson Jan 30, 2012

News

Brazil Bank Warns of Possible Rate Cut

WSJ  Jan 27, 2012

Blogs

Brazil’s three-speed economy

FT  Joe Leahy Jan 27, 2012

News

Brazil’s jobless rate falls to record low

FT  Joe Leahy Jan 27, 2012

News

Pace of formal job creation slows in Brazil

Washington Post  Jan 26, 2012

News

Rate-Futures Yields Plunge as Central Bank Signals Cuts: Brasilia Mover

Bloomberg  Gabrielle Coppola and Josue Leonel Jan 26, 2012

News

Brazil’s Central Bank Sees Key Rate Falling to Single Digit

Bloomberg  Raymond Colitt and Matthew Bristow Jan 26, 2012

Analysis

2012 January Capital Flows to Emerging Market Economies

Institute of International Finance  Philip Suttle, Robin Koepke and Emre Tiftik Jan 24, 2012

Analysis

The Cyclical and Structural Inflation Dilemma

Global Economic Forum - Morgan Stanley  Arthur Carvalho Jan 24, 2012

Opinions

Why make it simple?

The Economist  Jan 21, 2012

News

Brazil Plans to Make Room for More Elastic Monetary Policy and Cut Budget

Bloomberg  Carla Simoes and Andre Soliani Jan 24, 2012

News

Barclays Expects Brazil Rate Cuts To Stop At 10%

Forbes  Kenneth Rapoza Jan 20, 2012

News

UPDATE: Brazil Central Bank Cuts Benchmark Interest Rate To 10.5%

The Wall Street Journal  Jan 20, 2012

Analysis

Global Strategy Q1 2012

Erste Bank (free registration required)  Jan 20, 2012

News

Brazil’s Attempt to Aid Small Banks Said to Bolster Foreign Subsidiaries

Bloomberg  Cristiane Lucchesi Jan 20, 2012

News

Brazil cuts interest rates further to 10.5%

FT  Joe Leahy Jan 18, 2012

News

Brazil’s Economic Activity Returns to Growth After Three-Month Contraction

Bloomberg  Andre Soliani and Matthew Bristow Jan 16, 2012

News

Three to bid for Anadarko’s Brazil unit

Financial Times  Guy Chazan, Helen Thomas and Anousha Sakoui Jan 16, 2012

Opinions

Seeking protection

The Economist  Jan 14, 2012

News

Brazilian November Retail Sales Increase at Fastest Pace in 15 Months

Bloomberg  Joshua Goodman and Matthew Bristow Jan 12, 2012

News

Brazil gives big sweetener for sugar biofuel

Financial Times (subscription)  Joe Leahy and Samantha Pearson Jan 12, 2012

News

Brazil Analysts Reduce 2012 Inflation Forecast for Sixth Straight Week

Bloomberg  Matthew Bristow Jan 09, 2012

News

Brazil Unexpectedly Hits 2011 Inflation Target as Price Increases Slow

Bloomberg  Andre Soliani and Matthew Bristow Jan 07, 2012

Analysis

HSBC Brazil PMI December 2011

Markit  Jan 03, 2012

Opinions

New Brazil Boom: Collecting Debts

WSJ  Dec 30, 2011

News

UPDATE: Brazil's November Unemployment Falls Sharply To 5.2%

Wall Street Journal  Tom Murphy Dec 28, 2011

News

Brazil Jobless Rate Falls to Record as Central Bank Warns of Inflation

Bloomberg  Raymond Colitt and Andre Soliani Dec 22, 2011

Analysis

Emerging Markets Briefer

Danske Bank  Dec 21, 2011

News

Brazil May Miss CPI Target for First Time in Eight Years as Prices Climb

Bloomberg  Alexander Ragir Dec 21, 2011

News

Brazil Job Growth Last Month Weaker Than Economists Expected as GDP Stalls

Bloomberg  Raymond Colitt and Alexander Ragir Dec 20, 2011

Analysis

Mexico Retail Sales; Argentina GDP and Activity Indicators; Colombia Q3 GDP; Peru Politics

RGE  Bianca Taylor and Juan Maldonado Dec 20, 2011

News

Santander and BBVA move to raise capital

FT  Victor Mallet Dec 20, 2011

News

EU Banks Selling ‘Crown Jewels’

Bloomberg  Anne-Sylvaine Chassany Dec 20, 2011

News

Brazil Likely to Miss 2011 Inflation Target, Central Bank Survey Shows

Bloomberg  Raymond Colitt and Andre Soliani Dec 19, 2011

News

Brazil's Oil Boom Could See its First Bust

Chicago Tribune  Dec 20, 2011

News

Changing Direction, Changing Mix

Global Economic Forum - Morgan Stanley  Arthur Carvalho Dec 13, 2011

News

Brazil Rejects Bids in Dollar Repurchase Auction to Stem Liquidity Squeeze

Bloomberg  Andre Soliani and Matthew Bristow Dec 15, 2011

News

Global Biofuels Growth Set to Slow on Weak Brazil Prospects

Platts  Robert Perkins Dec 15, 2011

News

Brazil Economists Slash 2012 Rate Forecast For Second Week, Survey Shows

Bloomberg  Alexander Ragir and Matthew Bristow Dec 12, 2011

News

Brazil Says Done With Fiscal Stimulus as Interest-Rate Cuts to Fuel Growth

Bloomberg  Adriana Arai, Andre Soliani and Arnaldo Galvao Dec 12, 2011

Opinions

Brazilian tax break boosts ultra fast traders

FT  Joe Leahy and Samantha Pearson Dec 08, 2011

News

Brazil Inflation Quickens as Tombini Vows Moderate Rate Cuts

Bloomberg  Alexander Ragir and Andre Soliani Dec 08, 2011

Opinions

Brazil must look to the future

FT - Beyond Brics  Marcio Garcia Dec 08, 2011

Opinions

Brazil slowdown presents chance to reform

FT  Joe Leahy Dec 07, 2011

News

Brazil Oct Industrial Capacity Use 81.4% Vs 81.7% In Sept

Wall Street Journal  Dec 07, 2011

News

Brazil's economy stalls as consumers retreat

Reuters  Jeb Blount and Rodrigo Viga Gaier Dec 06, 2011

News

Dismissals and probes weigh on Brazil president

Financial Times  Joe Leahy Aug 16, 2011

Analysis

Corruption in Brazil: The money trail

The Economist  Feb 25, 2010

Analysis

Cleaning the Brasília pork factory

The Economist  Nov 26, 2011

News

Brazil minister helped create bogus unions: report

Vancouver Sun  Nov 15, 2011

News

Brazilian labor minister quits amid scandal

Reuters  Dec 05, 2011

Opinions

Nuclear Remains an Attractive Option for Growing Economies

New York Times  Nathan Myhrvold Dec 05, 2011

News

Brazil Slashes Taxes to Protect 5% Growth From Spreading European Crisis

Bloomberg  Matthew Bristow and Arnaldo Galvao Dec 02, 2011