from MacroScope:

Brazil’s shock therapy against inflation

March 3, 2015

Brazil's Central Bank President Alexandre Tombini reacts during the first ministerial meeting in Brasilia

Brazil's central bank's two-day policy meeting kicks off later on Tuesday with all bets placed on a fourth straight interest rate increase, despite growing consensus that the country is headed for its worst economic recession in 25 years.

from MacroScope:

Is a one-way bet on the dollar rising still such a safe bet?

February 4, 2015

Traders work on the floor of the New York Stock Exchange

Borrowing in dollars is like playing "Russian roulette", India's central bank chief Raghuran Rajan said on Bloomberg TV this week.

from Breakingviews:

Santander’s next task: sustainable profit growth

February 3, 2015

By George Hay

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from MacroScope:

Low-inflation wave reaches Mexico

January 22, 2015

A Mexican soccer fan watches a large screen broadcasting the 2014 World Cup soccer match between Mexico and Cameroon, in downtown Monterrey

Just as ECB President Mario Draghi announced a massive bond-buying program to revive Europe's economy and fend off deflation fears, news of shockingly low inflation popped up elsewhere in the globe: consumer prices in Mexico dropped 0.19 percent in early January, far below all 19 forecasts in a Reuters poll.

from MacroScope:

Brazil’s GDP outlook for 2015 gets slashed again. But is it low enough?

January 16, 2015

Brazil's Finance Minister Joaquim Levy, pictured through a red LED light of a camera, reacts during a news conference at Brazil's Central Bank in BrasiliaMarket forecasts for Brazil's economic growth this year have been falling steadily for months, reaching a meager 0.5 percent in Reuters latest quarterly poll published on Thursday. One year ago, a similar survey predicted growth of 2.5 percent in 2015.

from Breakingviews:

Water woes could open taps on corporate risk

January 5, 2015

By Antony Currie

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Breakingviews:

Bad ideas catching up with Latin America in 2015

December 29, 2014

By Martin Hutchinson

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Breakingviews:

Stick with BRIC

By Edward Hadas
December 23, 2014

By Edward Hadas

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from MacroScope:

Brazil may have escaped recession, but not the minefield

November 26, 2014

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Brazil's newly-re-elected government is set to announce on Friday that the recession that began at the start of 2014 is now over. But a minefield of risks surrounding Latin America's largest economy recommends caution before celebration.

from Breakingviews:

Brazil’s epic water crisis a global wake-up call

November 24, 2014

By Kevin Allison and Antony Currie

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.