Refine by sector
Latest articles in Brazil

Latam Daily: Mexico heading for potential recession as Q4 estimates weaken

Brazil: Global ratings agency Fitch said on Tuesday that the combination of currency weakness, inflationary pressures and more significant monetary policy tightening by the central bank is set to result in a big deceleration in economic growth. Fitch...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 19 January 2022

Latam Daily: Politics in focus with Chile still to name new Cabinet

Brazil: Data published by the BCB on Monday revealed that economic activity rebounded in November, snapping a four-month streak of contraction. Consensus expectations as per Bloomberg surveys are for a slight deceleration from 9.3% y/y to 8.6% y/y, a...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 18 January 2022

Latam Daily: Leaders look to ease fears over Andes fiscal risks

Brazil: The services sector smashed the lights out in November. This holds limited market-moving potential, though, as Colombia's government has signalled readiness to put the pandemic behind them and focus on economic development. Meanwhile, the one...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 14 January 2022

Latam Daily: Rate hike risk repriced through Latam, temporarily

Brazil: Brazil’s economic calendar is headlined by the November services sector report. Given that the services sector makes up the largest portion of Brazil’s economy, investors will pay close attention to the release. Two of the five contracts that...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 13 January 2022

Latam Daily: Lack of local data out today to shift focus to US CPI report

Brazil: Beating consensus expectations, headline inflation came in at 10.06% y/y in December, higher than the 9.96% forecast by economists and well above the central bank’s year-end inflation target. Specifically, the BRL gained 1.74% against the USD...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 12 January 2022

Brazil: Analysts see more tightening in 2022, IPCA inflation closes 2021 above target

Next MPC meeting: Feb 2, 2022. Current policy rate: 9.25%. EmergingMarketWatch forecast: 150-bp hike (to 10.75%).
EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 12 January 2022