ANALYSIS & FORECAST
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BRAZIL - Special Report 31 Aug 2010
The current account deficits in Brazil have been rising and will continue doing so. This is a consequence of macroeconomic policies that increase total domestic absorption above GDP ...
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BRAZIL - POLITICS Weekly Trends 30 Aug 2010
The 2011 budget proposal of the government arrives this week in the National Congress. The three main presidential candidates give separate interviews to the news program of TV Globo....
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BRAZIL - Databank 26 Aug 2010
Brazil databank...
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BRAZIL - POLITICS Market Brief 26 Aug 2010
The most recent Datafolha poll, conducted between the 23rd and 24th of August, and published in today's edition of the newspaper Folha de São Paulo shows that Dilma’s lead has risen ...
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BRAZIL - POLITICS Weekly Trends 23 Aug 2010
Relatively quiet week, where the election continues as the central theme. Two new voting intentions for president and government's evaluation polls will be released this week. On Tuesday,
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BRAZIL - POLITICS Weekly Trends 16 Aug 2010
With the beginning on the electoral advertising, campaign begins a new stage. House has the last week of concentrated effort before the elections, and Ibope releases new poll for the ...
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BRAZIL - Monthly Report 10 Aug 2010
Inflation will rise in the coming months because the economy is still hot, the chances have receded that the global economy will negatively affect the Brazilian economy and the probability ...
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BRAZIL - POLITICS Weekly Trends 09 Aug 2010
New Datafolha and Vox Populi surveys on presidential succession will be released this week. It will be the first after the debate promoted by TV Bandeirantes among the top four competitors....
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BRAZIL - POLITICS Market Brief 06 Aug 2010
The first debate between the four major candidates for president was considered lukewarm. There was no clear winner. Thus, the overall result ends up being positive for Dilma Rousseff ...
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BRAZIL - POLITICS Market Brief 05 Aug 2010
According to the CNT / Sensus poll released today, the advantage of Dilma Rousseff (PT) over José Serra (PSDB) is the largest of all voting intention polls released so far. The PT ...
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BRAZIL - Special Report 03 Aug 2010
Since 2009 the Central Bank has accumulated over US$ 50 billion in additional reserves. In recent months it has purchased more than the net inflow of dollars. This has only been possible ...
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BRAZIL - POLITICS Weekly Trends 02 Aug 2010
All eyes are focused on the first debate between the major presidential candidates, which is to be held on Thursday by TV Bandeirantes. Another highlight in the political field is ...
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BRAZIL - POLITICS Weekly Trends 26 Jul 2010
A relatively quiet week from a political viewpoint. Marina Silva presents a new version of her government program. Lula, along with Dilma Rousseff, participates in a political event ...
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BRAZIL - Special Report 26 Jul 2010
In its Inflation Report for June, the Central Bank led the market to expect two consecutive 75-basis-point increases in the SELIC rate, the first at the July COPOM meeting and the ...
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BRAZIL - POLITICS Weekly Trends 19 Jul 2010
Datafolha and Vox Populi polls on the presidential succession will be released this week. The first polls after the campaign began on July 6. The leading presidential candidates will ...
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BRAZIL - POLITICS Weekly Trends 12 Jul 2010
Week of little activity in Congress, which officially begins recess on July 18. Lawmakers return to work on August 2. On Tuesday, the PT inaugurates the National Committee's campaign ...
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BRAZIL - Monthly Report 06 Jul 2010
The Brazilian economy is finally decelerating, but not enough to keep GDP growth from reaching the consensus projection of 7.5% in 2010. Some stimuli have been removed already (the ...
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BRAZIL - POLITICS Weekly Trends 05 Jul 2010
Tuesday begins the electoral advertising, except radio and TV. With that, the campaign reaches the streets. Vote on the regulation of pre-salt is the highlight in the House (Social ...
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BRAZIL - POLITICS Market Brief 01 Jul 2010
Congressman I´ndio da Costa (DEM-RJ) was chosen yesterday as the vice-president on Jose´ Serra’s ticket (PSDB). The DEM reacted strongly to the choice of Senator A´lvaro Dias (PSDB-PR) ...
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BRAZIL - Quarterly Outlook 29 Jun 2010
GDP growth this year should reach 7.7%, but this means an overheating economy that needs to be cooled off. Despite the monetary tightening and higher primary surplus, inflation will ...
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BRAZIL - POLITICS Weekly Trends 28 Jun 2010
The June Festivities in the Northeast and the expiration date for the completion of the caucuses should interfere in the work pace of Congress. For this reason, the most important ...
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BRAZIL - POLITICS Market Brief 24 Jun 2010
The CNI / Ibope results released on Wednesday afternoon show that, for the first time, Dilma Rousseff (PT) is ahead of José Serra (PSDB) in the presidential race. The poll, conducted ...
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BRAZIL - POLITICS Weekly Trends 22 Jun 2010
The vote on the pre-salt remains as a central theme in the Congress. In the House, leaders try to complete the voting on the Social Fund and the sharing scheme. The Senate may analyze ...
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