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...Alessandra Ribeiro, a partner at consultants Tendencias, said infrastructure investment totalling 1.8 per cent of GDP was “well below what is needed” in Brazil....
...“When you put all these elements together, external and domestic, we see a strong deceleration of the Brazilian economy next year,” said Alessandra Ribeiro, an economist at consultancy Tendências....
...Alessandra Ribeiro from the Tendências consultancy added: “Because it is the president speaking, he generates a lot of uncertainty. And there are immediate effects....
...Lula entered the final stretch of the campaign with a level of votes historically above that of candidates in first place,” said Rafael Cortez, an analyst at consultancy Tendências....
...Rafael Cortez, analyst at the Tendências consultancy, said he expected to see a “softer Lula” as polling day loomed as the leftwinger makes an effort to broaden his appeal....
...Alessandra Ribeiro, an economist at consultancy Tendências in São Paulo, said that until 2019 indexation accounted for 32-35 per cent of the rise in consumer prices....
...Alessandra Ribeiro, economist at Tendências, a consultancy in São Paulo, said: “The battle is that much harder and the central bank has to be more aggressive.”...
...Inflation is across the board, but we have higher pressure especially on items such as food, gas and electricity — categories that weigh more on the working classes,” said Alessandra Ribeiro, economist at the Tendências...
...“I see a second wave as a major concern for 2021,” said Thiago Xavier, an economist at consultancy Tendências....
...In a stressful environment, people are more cautious and companies are also more cautious when investing,” said Thiago Xavier, analyst with Tendencias, a consultancy....
...For Alessandra Ribeiro, director of macroeconomics at consultancy Tendencias, “uncertainty is the main problem, the risk is the government is going to start using fiscal policy to fuel growth”....
...“Our exports are weak for domestic and external reasons — there is the trade war, slowing economies and the crisis in Argentina,” said Thiago Xavier, an economist at Tendências consultancy....
...Alessandra Ribeiro, director of macroeconomics at consultancy Tendências, said there was “a [corporate] consensus that changing the tax system is necessary for the Brazilian economy since it blocks growth...
...“Before the recent political episodes the market perception was that there was going to be an acceleration in the pace of the cuts,” said Silvio Campos Neto, senior economist with Tendências consultancy....
...“There is marginal growth, something that hadn’t happened in a while,” said Silvio Campos Neto, senior economist with Tendências consultancy....
...A recent study by São Paulo-based consultancy Tendências forecast that the earnings of the country’s highest income families, which account for 3 per cent of the population, will grow the fastest over the...
...try to make sure people remember her as a president who was the victim of an unconstitutional process rather than as a president who broke budget laws,” says Rafael Cortez, a political scientist at the Tendências...
...HSBC and Citi were poorly positioned in the areas of banking from which they are withdrawing, according to Alessandra Ribeiro, head of macroeconomic and political analysis at Tendencias, a São Paulo consultancy...
...Rafael Cortez, a political scientist at the Tendencias consultancy, says the PT’s fate largely depends on whether Mr Lula da Silva, the party’s best hope of winning in 2018, is convicted in the Petrobras...
...Rafael Cortez, a political scientist at the Tendências consultancy, puts the chances of Ms Rousseff’s impeachment at about 80 per cent — a scenario that would lend Michel Temer’s market-friendly interim...
...However, on the other hand, while politicians must be prevented from obstructing justice, justices should also be prevented from obstructing politics, says Rafael Cortez, a political scientist at Tendências...
...Silvio Campos Neto, an economist at the Tendências consultancy in São Paulo, said any use of particularly heterodox measures could have “catastrophic results”, leading to a weaker currency, higher inflation...
...“The bank still has some ability to influence expectations,” says Silvio Campos Neto, economist at the Brazilian consultancy Tendências, while other analysts agree that concerns about fiscal dominance are...
...“It’s a very bad scenario,” said Silvio Campos Neto, an economist at Tendências, a consultancy....
...“This is a very worrying sign for the government, an indication that tensions between the PT and PMDB are likely to increase,” said Rafael Cortez, a political analyst at Tendencias Consulting in São Paulo...
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