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9th Jul 2025 10:12Latin AmericaDaily Monitor

  • Brazil’s inflation is stabilising, but the US tariffs shock threatens growth and adds new inflation risks.
  • Market reaction has been swift, but fundamentals and carry still support a stable BRL outlook.
  • Services inflation remains sticky and disinflation could stall if external strains persist or escalate.

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Keywords for: 11 July 2025 LatAm Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence