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Brazil: No News is ... No News

Still a weakening economy, still peaking inflation, still the highest real rates on the planet ... and we maintain exposure to BRL carry and local duration.

What could get in the way? As before, the two trends to keep an eye on are (i) external deficits, and (ii) apparent recent budgetary slippage. But neither is a significant impediment at the moment.

Brazil: No News is ... No News (Webcast)

Brazil: No News is ... No News (PDF)

Monthly Chartbook

Our monthly guide to emerging markets by charts and data.

EM Monthly Chartbook (October 2025)

China Chartbook

Our monthly guide to China by charts and data.

China Monthly Chartbook (October 2025)

Frontier Chartbook

Our quarterly guide to frontier markets by charts and data.

EM Frontier Chartbook (2025 Q3 Edition)

Annual Chartbook

Our annual guide to emerging markets by charts and data.

EM Annual Chartbook (2025 Edition)

Corporate Chartbook

Our semi-annual guide to EM listed corporate trends by charts and data.

EM Corporate Charbook (2022 Edition)