Brazil – Scenario: The Risk of War
Secular Trends (pg2): Demographics, Geopolitics, Technology and NatureInternational (pg3):. Global Growth, China, The US and Commodities
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US Inflation: CPI and PCE Deflator Send Conflicting Signals
Recent US inflation data have been pointing in different directions. While the CPI continues to ease, the PCE Deflator, the Federal Reserve's preferred inflation measure, remains more resilient...
Read moreLegislative Agenda
The focus of parliamentary activities in 2026 will be directed toward the elections. On one hand,the government will seek to approve the end of the 6x1 work schedule,...
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The Fed Under Pressure: Politics, Rates and Credibility
Political pressure may have influenced the Fed, but inflation expectations remain anchored and the institution's credibility appears intact.
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A Stronger BRL
Secular Trends (pg2): Demographics, Geopolitics, Technology and Nature.International (pg3):. Global Growth, China, The US and Commodities.
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