Inflation Outliers - Excerpt from VP September EM Leading Indicator Watch
blog.variantperception.com
This post is an excerpt from our Sept 22nd report to Variant Perception (VP) clients (link to original report), digging into lesser-followed country-specific themes across EMs. Brazil: Ride the Easing Cycle Down Brazil local-currency sov debt (our favorite EM investment since 2022) remains attractive. Disinflationary pressures allow the BCB plenty of room to cut.
Inflation Outliers - Excerpt from VP September EM Leading Indicator Watch
Inflation Outliers - Excerpt from VP…
Inflation Outliers - Excerpt from VP September EM Leading Indicator Watch
This post is an excerpt from our Sept 22nd report to Variant Perception (VP) clients (link to original report), digging into lesser-followed country-specific themes across EMs. Brazil: Ride the Easing Cycle Down Brazil local-currency sov debt (our favorite EM investment since 2022) remains attractive. Disinflationary pressures allow the BCB plenty of room to cut.