Saturday, February 8, 2014

CPI - Jan

My read was not optimistic.
The unexpected fall was due to one major item, transports. And diffusion was above 70%, which is very high.
BCB should not lower its guard, but it will.

1 comment:

  1. Nao ha uma grande contracao contratada com esse aumento dos juros longos e tightening de credito externo (vide o paper que voce comentou no post anterior)?

    ReplyDelete