Macro view
Consumer Survey
Consumer confidence improves in September
Our survey shows that spending momentum is still weak, but should accelerate due to shoppers’ rosier economic outlook.
Resources
Brazil’s oil funds look abroad
Experienced suppliers are now targets for local private equity groups seeking to break the funding squeeze.
Business
Electricity reforms confirm government’s direction of travel
Some softening of renewal terms is possible, but the government’s determination to reduce the ‘Brazil cost’ is clear.
Infrastructure
Minha Casa, Minha Vida still offers benefits for housebuilders
Cautious developers have shunned the scheme, but the experience of Direcional and MRV has been positive.
The multiplier effect of low-income housing
According to our survey, builders merchants nationwide are reporting a rapid increase in sales.
Bulls and Bears
Inflation yet to become a headache
Recent inflation data has been above consensus, but policymakers are unlikely to be perturbed.
Agenda: charting interest rates for 2013
The central bank is set to signal a new stability in monetary policy over the coming months.
Best of local comment
Tourism drive gets sceptical reception
Government efforts to promote domestic travel has opened up debate on the bureaucracy affecting the sector.
A fiscal shift
Local economists have been quick to criticise the government’s moves to loosen the purse strings.
Latest report
09 May 2013
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