Comments on the Brazilian Economy - July 2008


01/07/2008

Itaú BBA

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pdf BBA 232  
  • In brief...
  • Inflation accelerates, and the Central Bank reacts…
  • …but economic activity remains positive…
  • Global equity sell-off is felt in Brazil…
  • …while capital markets favor big tickets…
  • Controversy surrounds new rules for infrastructure…
  • External and fiscal accounts remain in order…
  • Furthermore…
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