Brazil: Restarting the hikes

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“When Brazil’s central bank meets this week to review monetary policy, there is little doubt now that the authorities will raise interest rates. After having begun a hiking cycle just nine months ago – and then stopping the cycle just months later – the authorities now appear to be on track to resume with a series of hikes,” said Gray Newman of Morgan Stanley in this guest contribution. […]






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Laugh out Loud: $100 oil – trouble ahead

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It is only a question of time before the global economy hits this headwind. […]






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Is South Africa failing where the US is succeeding?

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By Cees Bruggemans, Chief Economist of FNB.

It is an arresting thought, expressed by Jim O’Neill of Goldman Sachs. Could the US in certain respects actually have benefited from its great financial crisis of 2008?

The reasoning is that pre-crisis the US was on an unsustainable trajectory. Its […]

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