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- To what extent will inflation put pressure on GDP growth in 2022?
- What impact will a further depreciation of the real have on the economy? Is there a risk of a downgrade?
- How will the global recovery impact the commodities and agribusiness sectors over the next 12-18 months? What are the risks of a potential fall in commodity prices?
- How will the US stimulus package and China’s growth forecast interplay with Brazil’s FX and interest rates?
Chief Executive Officer
Deputy Head of Research
Managing Director, Co-Head Americas, Sovereign Group
Head of Macro and Strategy