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27th Nov 2023 21:25Latin America, Daily Monitor

  • Brazil’s disinflation is fully on track as economic activity loses momentum.
  • This, coupled with benign external conditions, will allow BCB to accelerate the pace of policy easing.
  • Peru’s economy has been able to dodge a technical recession this year, but high real rates are a threat.

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Keywords for: 29 November 2023 LatAm Monitor

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