Interest rates, money supply, credit growth, NPLs, and credit exposures by bank
Any views on China rerouting more goods to Brazil + potentially increasing FDI?
lower inflation faster >>> allow CB to ease more and prevent recession driven by corporates (seems like rates dont impact HH as much)
maybe FDI helps offset some commodity risk w oil
Any views on China rerouting more goods to Brazil + potentially increasing FDI?
lower inflation faster >>> allow CB to ease more and prevent recession driven by corporates (seems like rates dont impact HH as much)
maybe FDI helps offset some commodity risk w oil