Brazil
Economy
The technical picture for the Brazilian real is strong at present, with longer-dated charts also suggesting that the unit will perform well against the US dollar over the next few weeks...
2012-01-20Economy
We are reiterating our constructive view on Brazilian and Colombian equities (see our online service, January 5, Asset Class Strategy), which was based on their attractive valuations...
2012-01-18Economy
Although momentum indicators on the Brazilian real are the most oversold they have been since the 2008 blowout, we are not yet convinced that a near-term reversal is on the cards. With...
2011-10-04Economy
BMI View: Our proprietary sovereign risk rating scores appear broadly in line with market sentiment, although compared to the major ratings agencies we are more pessimistic about...
2011-09-29Economy
After selling off aggressively against the US dollar over recent weeks, both the Brazilian real and Mexican peso are currently experiencing some retracement which could well continue...
2011-09-26Economy
Consumer price inflation in Brazil did not peak in August, as Central Bank President Alexandre Tombini had predicted, with the broad national consumer price index (IPCA) up 7.33% y-o-y...
2011-09-21Economy
After calling the end to the carry trade in early August (see our online service, August 9, 'Carry Trade Over For Now') the currency rout for the Mexican peso and Brazilian real has...
2011-09-20Economy
Brazil's Bovespa equity index bounced strongly on September 7, up 2.93% on the day, taking the bourse back above the 56,000 level. The picture is still very volatile, with domestic...
2011-09-08Economy
Consumer price inflation readings for the month of August suggest that the Brazilian economy is entering a period of higher seasonal price pressures, reinforcing our view that the surprise...
2011-09-07Economy
While we feel that the rally in EM assets that took hold late last week has further to run over the short term, with so much uncertainty at the global level we do not buy in to the...
2011-08-15



