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...
Read more
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...
Read more
Brazil – Scenario – War Changes Macroeconomic Outlook
Secular Trends (pg2): Demographics, Geopolitics, Technology and Nature.International (pg3):. Global Growth, China, The US and Commodities.
Read more
BRAZIL: The Labor Supply Shortage Is Structural
Demographics, characterized by population aging, have substantially reduced the availability ofpeople fit to work. If we consider a working-age population composed only of individuals between14 and 64 years...
Read more
US Jobs: The Weight of the Public Sector
The public sector accounted for 57% of the decline in job creation since 2024. Now, the labor market is showing signs of recovery.
Read more
External Accounts Withstand the Oil Shock
A lower external deficit and a growing oil trade surplus leave Brazil well positioned amid the global crisis. Higher oil prices could further support the trade balance and...
Read more
Directed Credit Fuels Rising Debt
Fiscal stimulus and directed credit weaken monetary policy transmission. As credit grows faster than inflation, households and companies face rising debt burdens and delinquency.
Read more
Brazil Elections – Far Beyond Voting Intentions (3/3): Brazilians Are Conservative
Brazilians are predominantly conservative. Most people tend to uphold traditional valuesrelated to religion and family, as well as stereotypical views about gender roles, while showinglimited acceptance of minorities...
Read more