巴黎银行-新兴市场-投资策略-巴西:保守的宽松周期 –20190717-7页
17/07/19|FLASHGustavoArruda,SeniorEconomist|BNPParibasdoBrasilSALucaMaia,LATAMFX/IRStrategist|BNPParibasdoBrasilSABrazil–ConservativeeasingcycleKEYMESSAGESWenowexpectBrazil’scentralbanktostartitseasingcycleinJuly,insteadofSeptember.TheBCBislikelytocutabout100bpintotal,wethink,in25bpincrements.Onbala...
2024-01-26
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