Brazilian Bubble

[...] . So not true: Brazil’s growth was stalling before inflation became a problem. Why? Answer: Strong currency and low productivity. The real continues to be overvalued, causing a [...] [...]

In a recent article (Brazil Steps Up Pace of Rate Increases as Inflation Hurts Growth), Bloomberg’s writers mention inflation as the reason why Braz [...]

In a recent article (Brazil Steps Up Pace of Rate Increases as Inflation Hurts Growth), Bloomberg’s writers mention inflation as the reason why [...]

Actually, the burst of the Brazilian housing bubble may already have started but few are noticing. The chart below compares the FIFE-ZAP housing price [...]

According to recent data shown in a World Economic Forum article (written by Otaviano Canuto), it can be easily concluded that Brazil is an unusually [...]

In a recent article (Brazil Steps Up Pace of Rate Increases as Inflation Hurts Growth), Bloomberg’s writers mention inflation as the reason why Braz [...]

In a recent article (Brazil Steps Up Pace of Rate Increases as Inflation Hurts Growth), Bloomberg’s writers mention inflation as the reason why Braz [...]

[...] In a recent article (Brazil Steps Up Pace of Rate Increases as Inflation Hurts Growth), Bloomberg’s writers mention inflation as the [...]

[...] By Stephen Jen (via Itau Global Connections). Bottom line: We believe most EM currencies are vulnerable to material depreciations [...]

[...] By Stephen Jen (via Itau Global Connections). Bottom line: QE3 has been a ‘success,’ as it has achieved its objective of [...]

[...] By Jay Pelosky (via Itau Global Connections). Summer’s last days are upon us, and as we prepare for a change in season we [...]

[...] By Felix Zulauf (via Itau Global Connections). No Tapering My reading of the world economy is not as strong as the consensus view, and [...]

[...] In a recent article (Brazil Steps Up Pace of Rate Increases as Inflation Hurts Growth), Bloomberg’s writers mention inflation as the reason why Brazil’s economy has stalled. [...]

In a recent article (Brazil Steps Up Pace of Rate Increases as Inflation Hurts Growth), Bloomberg’s writers mention inflation as the reason why Braz [...]