Adauto Lima
Adauto Lima
rather seem term views
So far, his views about the long term seem rather nebulous.
banks change good related relationship stance
Gustavo Franco had a good relationship with international banks and this change is very traumatic. Everything now is going to be related to Fernando Henrique (Cardoso)'s stance and that of Congress.
betting cut inflation near positive rate scenario signs small
The inflation scenario is positive all around, and I don't see any signs of it worsening in the near term. I'm already betting on a small rate cut in September, probably by 0.25 (percentage points), and more after that.