Brazilian Economy for Gringos and World Economy for Brazucas
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.
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)?
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