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29th Feb 2024 19:31Latin America, Weekly Monitor

  • Brazil’s economic recovery stalled in H2, after an impressive performance in previous quarters.
  • Falling private consumption, due to tight financing conditions, has put the economy under strain.
  • Bold rate cuts are still needed, assuming an improvement in external conditions and a better fiscal outlook.

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Keywords for: 4 March 2024 LatAm Monitor

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