Not a client?

Sign up for a free trial

To become a client, take a free trial to receive information on services available from Capital Economics

> Find out more

Capital Economics

The leading macroeconomic research consultancy

Brazil

1 2 3 … Next Page 1 of 2

Articles

Search by topic:

Latin America Economics > Latin America Chart Book — 22 Feb, 2012Signs of a return to “two-speed” growth Latin America Economics > Latin America Focus — 17 Feb, 2012How exposed are equity markets to investor risk aversion?Latin America Economics > Latin America Update — 16 Feb, 2012Taking stock of Brazil's budget cuts Global Economics > Global Economics Focus — 16 Feb, 2012How well will growth in emerging economies hold up?Latin America Economics > Latin America Watch — 16 Feb, 2012QE3 would be a damp squib for Lat Am markets Latin America Economics > Latin America Update — 14 Feb, 2012Making sense of Latin America’s inflation conundrum Latin America Economics > Latin America Update — 06 Feb, 2012Fiscal reforms still key to preventing excessive FX appreciation Latin America Economics > Latin America Update — 01 Feb, 2012Brazilian industry finding its feet Latin America Economics > Latin America Chart Book — 26 Jan, 2012A flying start, but can it last?Latin America Economics > Latin America Update — 26 Jan, 2012Savings hold the key to dealing with falling commodity prices

Global Economics > Global Economics Update — 25 Jan, 2012Global growth prospects - where we differ from consensus Latin America Economics > Latin America Watch — 19 Jan, 2012Will China pull the rug from under Latin America?Latin America Economics > Latin America Update — 19 Jan, 2012Few surprises as BCB signals further easing to come Latin America Economics > Latin America Update — 12 Jan, 2012Brazil: Retail strength unlikely to offset industrial weakness Latin America Economics > Latin America Update — 06 Jan, 2012Brazil meets inflation target by the skin of its teeth Latin America Economics > Latin America Update — 05 Jan, 2012Brazilian industry remains under the cosh Latin America Economics > Latin America Watch — 20 Dec, 2011Policy set to ease across the region in 2012 Latin America Economics > Latin America Chart Book — 15 Dec, 2011Growth concerns to dominate in first half of 2012 Latin America Economics > Latin America Update — 08 Dec, 2011How would a crisis in Europe hit Latin American banks?Latin America Economics > Latin America Update — 07 Dec, 2011Lat Am equities to disappoint in 2012, outperform in 2013

Latin America Economics > Latin America Update — 06 Dec, 2011Brazil: Interest rates to fall further as economy stalls Latin America Economics > Latin America Update — 01 Dec, 2011Brazilian interest rates heading for single digits Commodities > Commodities Update — 28 Nov, 2011Sugar price to drop another 20% in 2012 Latin America Economics > Latin America Chart Book — 28 Nov, 2011Better placed, but not immune Latin America Economics > Latin America Update — 24 Nov, 2011Brazilian banks tighten the screw Latin America Economics > Latin America Watch — 21 Nov, 2011Room for manoeuvre Latin America Economics > Latin America Analyst — 18 Nov, 2011Weaker growth to be met with policy stimulus Latin America Economics > Latin America Update — 11 Nov, 2011Brazilian inflation has peaked Latin America Economics > Latin America Focus — 07 Nov, 2011Are Brazil’s critics right?Latin America Economics > Latin America Update — 02 Nov, 2011Is there a floor on Brazilian interest rates?

Latin America Economics > Latin America Update — 01 Nov, 2011Brazilian industry slides into recession Latin America Economics > Latin America Chart Book — 28 Oct, 2011Growth slows in the “big two”Latin America Economics > Latin America Focus — 26 Oct, 2011How healthy is Brazil's fiscal position?Latin America Economics > Latin America Update — 25 Oct, 2011Worrying signs from Brazil's current account (again)Latin America Economics > Latin America Watch — 21 Oct, 2011More to follow Brazil’s lead This article appears in multiple services — 20 Oct, 2011Sovereign Debt: are the emerging markets immune?Latin America Economics > Latin America Update — 20 Oct, 2011Brazil rate cuts not as risky as most assume Latin America Economics > Latin America Update — 06 Oct, 2011Brazilian inflation has probably peaked Latin America Economics > Latin America Update — 03 Oct, 2011Brazil industry sliding into recession Latin America Economics > Latin America Chart Book — 29 Sep, 2011Markets take another pounding

Latin America Economics > Latin America Watch — 28 Sep, 2011Rate cuts back on the agenda for 2012 Latin America Economics > Latin America Update — 22 Sep, 2011What should we make of the real’s fall from grace?Latin America Economics > Latin America Analyst — 20 Sep, 2011Heading into choppy waters Latin America Economics > Latin America Update — 06 Sep, 2011Brazilian inflation edges further above target Latin America Economics > Latin America Update — 02 Sep, 2011Brazil: Q2 GDP data solid, Q3 looking dire Latin America Economics > Latin America Update — 01 Sep, 2011What next for Brazilian rates?Latin America Economics > Latin America Chart Book — 24 Aug, 2011Market rout focuses attention on risks to growth Latin America Economics > Latin America Update — 17 Aug, 2011Brazil: here comes the slowdown Latin America Economics > Latin America Watch — 17 Aug, 2011Mexican rates on hold until 2013 Latin America Economics > Latin America Update — 02 Aug, 2011Brazil: attention back on the real

Latin America Economics > Latin America Update — 01 Aug, 2011Brazilian industry still feeling the squeeze Latin America Economics > Latin America Chart Book — 27 Jul, 2011Interest rates close to peaking Latin America Economics > Latin America Update — 21 Jul, 2011The next big move in Brazilian rates will be down Latin America Economics > Latin America Watch — 18 Jul, 2011Rates should peak this year Latin America Economics > Latin America Update — 12 Jul, 2011Brazil: credit where credit’s due?Latin America Economics > Latin America Update — 06 Jul, 2011Fresh controls unlikely to signal end of Brazil’s ‘currency war’Latin America Economics > Latin America Update — 01 Jul, 2011Brazilian industry still struggling to keep up Latin America Economics > Latin America Chart Book — 29 Jun, 2011Markets continue to struggle Latin America Economics > Latin America Update — 22 Jun, 2011Worrying signs from Brazil's current account Latin America Economics > Latin America Watch — 16 Jun, 2011Food price shock still has a little further to run

Latin America Economics > Latin America Update — 09 Jun, 2011Brazil: Interest rates hiked, BCB signals more to come Latin America Economics > Latin America Update — 07 Jun, 2011Brazil: Above-target inflation strengthens the case for a rate hike Latin America Economics > Latin America Update — 03 Jun, 2011Brazil GDP growth to remain unbalanced Latin America Economics > Latin America Update — 01 Jun, 2011Brazilian industry still feeling the strain of a strong real Latin America Economics > Latin America Chart Book — 31 May, 2011Domestic demand drives decent Q1 growth Latin America Economics > Latin America Analyst — 26 May, 2011Domestic demand set to drive growth Latin America Economics > Latin America Update — 04 May, 2011Brazilian industry still facing an uphill struggle Latin America Economics > Latin America Update — 03 May, 2011Brazil's experience suggests that Peruvian equities could rally Latin America Economics > Latin America Chart Book — 27 Apr, 2011Rising inflation pushes 'currency wars' to the backburner Latin America Economics > Latin America Update — 21 Apr, 2011BCB still in a bind

Latin America Economics > Latin America Update — 18 Apr, 2011Why are Brazilian interest rates so high?Latin America Economics > Latin America Update — 11 Apr, 2011President Rousseff heads to Beijing Latin America Economics > Latin America Update — 07 Apr, 2011Still no sign of a ceasefire in Brazil's 'currency war'Latin America Economics > Latin America Update — 01 Apr, 2011Brazil: 'Two-speed' growth concerns have not gone away Latin America Economics > Latin America Analyst — 16 Mar, 2011The return of inflation?Latin America Economics > Latin America Update — 03 Mar, 2011Brazilian consumers still going strong Latin America Economics > Latin America Update — 02 Mar, 2011Bounce in Brazilian industry not a game changer Latin America Economics > Latin America Update — 15 Feb, 2011Brazilian growth remains two-speed Latin America Economics > Latin America Update — 10 Feb, 2011Brazil's cuts look big but off-balance sheet spending still key Latin America Economics > Latin America Update — 08 Feb, 2011Inflation still being driven by food and energy prices

Latin America Economics > Latin America Focus — 02 Feb, 2011Brazil: managing the risks of abundance Latin America Economics > Latin America Update — 01 Feb, 2011Brazil manufacturers squeeze margins to compete Latin America Economics > Latin America Update — 28 Jan, 2011Tombini makes his mark Latin America Economics > Latin America Update — 20 Jan, 2011Tombini starts with a hike, attention now turns to fiscal policy Latin America Economics > Latin America Update — 14 Jan, 2011Tighter fiscal policy is still the key for Brazil Latin America Economics > Latin America Update — 05 Jan, 2011First thoughts on Dilma's first week Latin America Economics > Latin America Chart Book — 21 Dec, 2010Growth to stay strong in 2011 but imbalances will widen Latin America Economics > Latin America Watch — 16 Dec, 2010Could the next move in Brazilian rates be down?Latin America Economics > Latin America Analyst — 14 Dec, 2010Outlook good but testing times lie ahead Latin America Economics > Latin America Update — 09 Dec, 2010Brazil slows in Q3, but should bounce in Q4

Latin America Economics > Latin America Update — 08 Dec, 2010Brazilian inflation increases, but rates still on hold Latin America Economics > Latin America Update — 02 Dec, 2010Brazilian industry still lagging behind Latin America Economics > Latin America Watch — 29 Nov, 2010Currency concerns to temper rate hikes Latin America Economics > Latin America Update — 23 Nov, 2010Brazilian cabinet beginning to take shape Latin America Economics > Latin America Update — 22 Nov, 2010Brazil Q3 growth to disappoint Latin America Economics > Latin America Update — 04 Nov, 2010Brazilian growth looking increasingly unbalanced Latin America Economics > Latin America Focus — 01 Nov, 2010Two priorities for the Dilma administration Latin America Economics > Latin America Chart Book — 28 Oct, 2010Not in a bubble... yet Latin America Economics > Latin America Update — 21 Oct, 2010Brazilian interest rates on hold as currency concerns mount Latin America Economics > Latin America Update — 19 Oct, 2010How should Brazil respond to capital inflows?

Latin America Economics > Latin America Watch — 18 Oct, 2010Learning to live with higher capital inflows Latin America Economics > Latin America Update — 13 Oct, 2010Brazil Election Watch: Markets unmoved by election uncertainty Latin America Economics > Latin America Update — 07 Oct, 2010Brazilian inflation pushed up by food prices Latin America Economics > Latin America Update — 04 Oct, 2010Brazil Election Watch: Blow for Dilma as race goes to wire Latin America Economics > Latin America Update — 01 Oct, 2010Brazil on course for a weaker Q3 Latin America Economics > Latin America Chart Book — 30 Sep, 2010Capital controls back on the agenda Latin America Economics > Latin America Update — 28 Sep, 2010Taking stock of Brazil’s 'currency war'Latin America Economics > Latin America Watch — 20 Sep, 2010Treading carefully Latin America Economics > Latin America Update — 14 Sep, 2010Brazilian consumers shift down a gear Latin America Economics > Latin America Analyst — 10 Sep, 2010Treading the middle ground

Latin America Economics > Latin America Chart Book — 27 Aug, 2010Running into global headwinds Latin America Economics > Latin America Watch — 23 Aug, 2010Markets still overestimating the pace of tightening Latin America Economics > Latin America Focus — 11 Aug, 2010Why Brazil's next president must focus on the savings shortfall Latin America Economics > Latin America Chart Book — 27 Jul, 2010On course for a weaker 2011 Latin America Economics > Latin America Watch — 19 Jul, 2010Softer tone of recent data won't stop rate hikes Latin America Economics > Latin America Chart Book — 29 Jun, 2010Data starting to soften but recovery still on track Latin America Economics > Latin America Watch — 14 Jun, 2010Two-speed tightening cycle underway Latin America Economics > Latin America Chart Book — 28 May, 2010Markets hammered by flight to safety Latin America Economics > Latin America Watch — 25 May, 2010Brazil to hike again, despite market turmoil Latin America Economics > Latin America Analyst — 10 May, 2010Fundamentals remain good but growth set to slow in 2011 (Q2 10)

Latin America Economics > Latin America Chart Book — 30 Apr, 2010Divergences in the inflation outlook open up Latin America Economics > Latin America Watch — 16 Apr, 2010Brazil set to begin tightening monetary policy Latin America Economics > Latin America Chart Book — 29 Mar, 2010Brazil continues to lead the way Latin America Economics > Latin America Focus — 18 Mar, 2010How quickly will Brazil raise interest rates?Latin America Economics > Latin America Watch — 12 Mar, 2010Tightening cycle nears but rate hikes will be moderate Latin America Economics > Latin America Chart Book — 25 Feb, 2010Markets rattled by concerns over the global recovery Latin America Economics > Latin America Watch — 17 Feb, 2010Brazil edges towards first rate hike Latin America Economics > Latin America Analyst — 15 Feb, 2010Weak global recovery to expose sharp country divisions (Q1 10)Latin America Economics > Latin America Chart Book — 29 Jan, 2010Inflation remains benign despite clear signs of recovery Latin America Economics > Latin America Watch — 20 Jan, 2010Modest monetary tightening to begin in Q2

Latin America Economics > Latin America Focus — 13 Jan, 2010Brazil: primed for take-off or doomed to disappoint?Latin America Economics > Latin America Update — 06 Jan, 2010Brazil: Disappointing industrial production not a disaster Latin America Economics > Latin America Watch — 16 Dec, 2009Monetary tightening will be gradual Latin America Economics > Latin America Chart Book — 26 Nov, 2009Divisions in growth outlook come to the fore Latin America Economics > Latin America Watch — 19 Nov, 2009Thoughts turn to monetary tightening Latin America Economics > Latin America Chart Book — 30 Oct, 2009Still some upside left for financial markets Latin America Economics > Latin America Analyst — 28 Oct, 2009Impressive recovery to give way to sluggish 2011 (Q4 09)Latin America Economics > Latin America Watch — 14 Oct, 2009Policymakers in ‘wait and see’ mode Latin America Economics > Latin America Chart Book — 30 Sep, 2009Inflation still falling despite signs of recovery Latin America Economics > Latin America Watch — 18 Sep, 2009Stronger growth won’t bring forward rate hikes

Latin America Economics > Latin America Chart Book — 27 Aug, 2009The rocky road to recovery Latin America Economics > Latin America Watch — 19 Aug, 2009Markets too quick to price in rate hikes Latin America Economics > Latin America Chart Book — 29 Jul, 2009Rates on hold, for now Latin America Economics > Latin America Analyst — 22 Jul, 2009Nearing the bottom, but recovery set to disappoint (Q3 09)Latin America Economics > Latin America Watch — 06 Jul, 2009Nearing the bottom Latin America Economics > Latin America Chart Book — 25 Jun, 2009Recovery set to disappoint Latin America Economics > Latin America Watch — 05 Jun, 2009Further cuts likely, but pace of easing set to slow Latin America Economics > Latin America Chart Book — 28 May, 2009Latin America slides into recession Latin America Economics > Latin America Watch — 12 May, 2009Rates set to fall further despite 'green shoots'

1 2 3 … Next Page 1 of 2

Featured Economists

Neil Shearing

Michael Henderson

William Jackson

David Rees

> See all staff

Publications at a glance

Our service includes

Publications
Website access
Seminars & conferences

Sign up for a FREE TRIAL To become a client, take a free trial to receive information on services available from Capital Economics.