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The potential catalysts in the Brazil's monetary policy outlook

Jun 25, 2015 03:37 am UTC| Commentary

An important mover could be a change in the Brazils inflation target. Tomorrow, the National Monetary Council (CMN) will meet to reaffirm the 2016 target and announce the 2017 target. "The CMN could either increase the...

Does softer labor market effect Brazil's growth and inflation?

Jun 25, 2015 03:26 am UTC| Commentary

Wages are seeing downtrend, but not necessarily affecting inflation. The Copom acknowledges the deterioration of the labor market and despite stating that wage adjustments are now closer to its estimate of productivity...

Brazil's inflation forecasts shows anchoring only by Q2 17

Jun 25, 2015 03:20 am UTC| Commentary

The regulated price adjustments broadly influenced Brazils Inflation forecasts . The Copom has affirmed that between Q2 15 and Q1 16, inflation forecasts will be higher, partially because of this and the upside surprise in...

Japan's fiscal consolidation plan and reform agenda are positive; concrete targets are needed

Jun 25, 2015 00:47 am UTC| Commentary

Reforms are also important to driving further growth. The cabinet office released an update of the third arrow of Abenomics; i.e., reforms, early this week. Its last update was in June 2014.The latest draft calls for a...

Japan core inflation likely slowed to 0%

Jun 24, 2015 23:25 pm UTC| Commentary

Japan releases May inflation, employment and household spending data on 26 June. May core inflation (excluding fresh food) is expected to have slowed further to 0% y/y, the same level as in May 2013, shortly after the Bank...

Brazil's growth environment and consequences for inflation

Jun 24, 2015 23:06 pm UTC| Commentary

Wages are falling, but not necessarily affecting inflation. The Copom acknowledges the deterioration of the labor market and despite stating that wage adjustments are now closer to its estimate of productivity gains (i.e.,...

Brazil's inflation forecasts shows anchoring only by Q2 17

Jun 24, 2015 22:42 pm UTC| Commentary

Brazils inflation forecasts were broadly influenced by the regulated price adjustments. The Copom has affirmed that between Q2 15 and Q1 16, inflation forecasts will be higher, partially because of the stronger regulated...

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