Costs Keep Inflation Under Pressure
Higher labor costs and rising import prices continue to reinforce inflationary pressures in the United States. Even before the full impact of the oil shock, inflation remains on...
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Brazil Elections: Far Beyond Voting Intentions (2/3): What Concerns Brazilian Voters
We outline below the key issues likely to dominate the 2026 electoral cycle and assess how eachmay shape electoral outcomes.
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Brazil Elections – Beyond Voting Intentions (1/3): Polarization and Pessimism
Current political polarization and pessimism may be linked to the discontent of a significantportion of the population that sees itself as a loser in a game arbitrated by...
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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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