Daily Archives: April 29, 2010

Brazilian economy is growing too fast. Expect new hike in interest rates. What effect on Brazilian housing industry?

To foreign eyes Brazilian real state is a catch. A population of almost 200 million and an historic housing deficit makes an interesting combination. Interest rates have always been the main contrain. And now, with the return of inflationary pressures, … Continue reading

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Will Tightening cause a multi-speed recovery?

This article raises an interesting question: If monetary tightening starts in the US, will the US stock market drop while emerging markets continue upwards in a “multi-speed” recovery? The outlook for the world economy Curb your enthusiasm Apr 22nd 2010 … Continue reading

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