Climacteric weekend ahead of Brazil
Apr 15, 2016 06:11 am UTC| Commentary Politics
This weekend would be most crucial for future of Brazil as well as recent rally in Brazilian assets. Since late January Brazils benchmark stock index, Bovespa has outperformed almost all of its global peers by rising...
Why Brazil's economic rollercoaster is far from over
Apr 14, 2016 07:48 am UTC| Insights & Views Economy
Brazil has gone from an impressive economic boom to the worst crisis in its modern history in less than a decade. The countrys situation appears even bleaker due to the deep and complicated political crisis, with the...
Brazilian economy to contract further in 2016 before stabilizing slightly in 2017
Apr 14, 2016 07:41 am UTC| Commentary
Brazils political crisis has intensified, while its economic conditions have continued to deteriorate. The Brazilian economy is expected to contract further in 2016 as the statistical carryover for this years economic...
Persistent disinflationary trends likely to keep CEE central banks in easing mode
Apr 12, 2016 14:07 pm UTC| Commentary Central Banks
CEE inflation keeps surprising to the downside. Data released on Monday showed Poland and Czech Republic continued low inflation trends into March. Polish CPI down 0.9% yoy confirming the flash estimate, while Czech...
RUB more vulnerable to further tightening of US Fed policy in 2016
Apr 12, 2016 10:44 am UTC| Commentary
Since February, the USD/RUB pair has moved 13% lower and has closely tracked the move higher in crude oil. However, this correlation is expected to slightly wane even if the Brent crude price increases more than USD 50/bbl...
Brazil’s economic activity likely improved in February, but economy to worsen in 2016
Apr 12, 2016 10:09 am UTC| Commentary
In February, Brazils trend pace of industrial output contraction rebounded, declining 9.8% as compared with Januarys fall of 13.6%, in spite of a sharp drop on seasonally adjusted and sequential basis. Also, the country...
South African manufacturing output growth to reverse soon, subdued economic growth seen in 2016
Apr 08, 2016 09:02 am UTC| Commentary
Manufacturing output in South Africa rose 1.3% m/m in February as compared with consensus forecast for a decline of 0.2%. On yearly basis, manufacturing output grew 1.9%. Februarys data reverses Januarys weak data....
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Labour can afford to be far more ambitious with its economic policies – voters are on board
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