08 June 2012Download report
Our latest survey shows a fall in consumer confidence, and continued reluctance to take on more credit.
Dealers expect sales to pick up in June, thanks to new tax breaks. But consumers' ability to take on credit remains questionable, particularly at the bottom end of the market.
After strong employment figures in April, agencies report an upbeat outlook.
There is some progress on high-speed rail and road privatisation, but investors must learn to live with political and legal headwinds.
A round-up of recent M&A activity
Bulls and Bears
Even when the central bank has been bolder than expected this year, inflation expectations have remained in check.
The environmental conference tests two different parts of Brazil’s image.
Local commentators find little sunshine in first-quarter growth figures
Local commentators debate what the bank takeover says about loan quality.
The transition to tight fiscal policy and loose monetary policy has some way to go, says Pedro Carvalho de Mello