Adauto Lima
Adauto Lima
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.
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.