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. 

from Breakingviews:

Chiquita inversion slips on cash appeal

October 27, 2014

By Jeffrey Goldfarb

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

from Morning Bid with David Gaffen:

Rousseff and the damage done

October 27, 2014

Few political developments in the last several months have been more binary than Brazil’s presidential election. It has been more polarized than the Federal Reserve, the European Central Bank, the Ebola scare, the U.S. Midterm elections, Ukraine and what-have-you.

from MacroScope:

Brazil set to release long-overdue jobless rate just as election race heats up

September 25, 2014

Workers at a General Motors vehicle factory listen during a meeting to discuss their reactions to an announcement of plans to put some 1,000 workers on paid leave, in Sao Jose dos CamposBrazil's unemployment rate has been a mystery for months: a strike in the country's statistics agency, ironically enough, disrupted its main job market survey. The numbers will finally come out in a few hours, less than two weeks before a tight presidential election, and will help voters understand just how bad the recently-confirmed recession has been.

from Over-Gaffenated:

Brazil on the grill

September 24, 2014

The idea of increased political risk when it comes to the U.S. markets has been mined before, and it’s true that the uncertainty that surrounds debates such as the renewal of the Export-Import Bank’s charter and the growing expectation that Republicans, should they take power in November in the Senate, could force another confrontation over the debt ceiling. That said, political risk in the U.S. isn’t anything when compared with Brazil as the largest South American economy gears up for its presidential election, a contest between current president Dilma Rousseff and environmentalist Marina Silva, who until last month wasn’t even running (she was the vice presidential candidate for her party, whose original candidate was killed in a plane crash).

from Breakingviews:

How Big Oil could grease invisible hand

September 22, 2014

By Stephanie Rogan

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

from Breakingviews:

Vivendi boosts shareholder credentials in GVT sale

August 28, 2014

By Fiona Maharg-Bravo and Neil Unmack

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

from Breakingviews:

Telefonica may have to inch higher for GVT

August 28, 2014

By Fiona Maharg-Bravo

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

from Breakingviews:

Tragedy may reshape Brazil economy, not just vote

August 27, 2014

By Martin Hutchinson and Richard Beales

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