Morning Note /

Popularist shift from Bolsonaro raises red flags amongst fiscal hawks

  • Talking points: All eyes are on the central bank’s Quarterly Inflation Report today

  • Fixed Income: Bond yields fall on downside inflation surprise and better than expected fiscal data

  • Forex: BRL snaps 5-day losing streak, falling NDF yields point to upbeat start to the session

Kieran Siney
Kieran Siney

Head of African Markets

ETM Analytics
30 September 2021
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