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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 (PDF)
Corporate Chartbook
Our semi-annual guide to EM listed corporate trends by charts and data.
EM Corporate Charbook (2022 Edition)How To Think About Emerging Markets (2024 Edition)
An opinionated guide to emerging markets
What is an Emerging Market? (How to Think About Emerging Markets 2024 Edition, Part 1)What's Wrong with EM? (How to Think About Emerging Markets 2024 Edition, Part 2)
Who Makes It, Who Doesn't (How to Think About Emerging Markets 2024 Edition, Part 3)
Is Globalization Over? (How to Think About Emerging Markets 2024 Edition, Part 4)
Four Big Growth Fallacies (How to Think About Emerging Markets 2024 Edition, Part 5)
An Austrian Primer: Savings, Debt and Default (How to Think About Emerging Markets 2024 Edition, Part 6)
Life After China (How to Think About Emerging Markets 2024 Edition, Part 7)
Macro and EM Equities (How to Think About Emerging Markets 2024 Edition, Part 8)
Macro and EM Debt (How to Think About Emerging Markets 2024 Edition, Part 9)
Macro and EM Currencies (How to Think About Emerging Markets 2024 Edition, Part 10)
How To Think About China (2025 Edition)
... and an opinionated guide to China
Property Boom and Property Bust (How to Think About China 2025 Edition, Part 4)Debt, Banks and the Budget (How to Think About China 2025 Edition, Part 5)
The Future of the Renminbi and the Closing of China (How to Think About China 2025 Edition, Part 6)
The Aging Crisis (How to Think About China 2025 Edition, Part 7)
How to Follow Macro Policy (How to Think About China 2025 Edition, Part 8)
Why Haven't I Made Money? (How to Think About China 2025 Edition, Part 9)