Brazil – Weekly 01/06 to 05/06
Brazil’s GDP grew 1.1% in Q1 2026 quarter-over-quarter. Although the result was broadly in line withanalysts’ expectations, it is noteworthy given the recovery from the weaker performances recorded...
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Brazil – Credit: Non Performing Loans Likely To Rise Further
The stock of credit operations within the National Financial System (SFN) reached BRL 7.2 trillionin April, an increase of 9.3% over the past 12 months (against inflation of...
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A Massive Transfer of Income
Brazil's combination of expansionary fiscal policies and high interest rates has significantly increased income transfers across the economy. According to our estimates, indebted households paid roughly BRL 770...
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Brazil – Weekly: 25/05 a 29/05
Brazil’s GDP The week begins with the Brent crude oil futures contract trading at US$97.80 per barrel.If it closes near this level, it will mark the first daily...
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BRAZIL – Public Sector Spending Increased Almost 30% in Last 6 years
It is misleading to attribute to advocates of fiscal adjustment the intention of cutting publicspending. The pace of expenditure growth in recent years has been so accelerated that...
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US CPI: Now You See Me?
Consumer inflation over the 12 months through last April reached 3.8% in the United States, rising from 3.3% in March and 2.7% one year earlier. The increase was...
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Brazil – Credit: Government Concerned About Indebtedness… Of Others!
The Central Bank of Brazil released today the data on corporate and household indebtedness. Thestock of credit operations in the National Financial System (SFN) reached BRL 7.2 trillion...
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Brazil – Scenario – War Changes Macroeconomic Outlook
Secular Trends (pg2): Demographics, Geopolitics, Technology and Nature.International (pg3):. Global Growth, China, The US and Commodities.
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