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Brazil versus Mexico – inflation-wise

Mexico and Brazil, the two largest economies in Latin America, might look quite similar to foreign eyes. In fact, they couldn’t be more different. Take inflation behavior in the first quarter of 2010....

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Multi-Speed Recovery

A very interesting blog post from a good economics blog, Zero Hedge. Although contemporaneous estimates of output gaps are somewhat elusive, the broad picture is clear: a growing portion of the global...

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Lula’s Legacy

Brazil’s charismatic (now ex) president Lula has been perceived as a great leader worldwide. Obama called him “the man” and Fidel Castro ” dear comrade”; in Brazil, after 8 years in power, his...

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Time to cool down? Is Brazilian economy overheated?

One starts to wonder if it Brazilian economy is overheated. The Economist for one, came with an article – Too Hot  (2/6/11)  Latin America’s biggest economy is more fragile than it appears. The...

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Brazil in 2013

Brazil has been on the top of the list of emerging markets for the last years. Is this going to change from now on? In 2013, we certainly had negative signs: weak growth, inflation, and political...

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