HALISTER1: Brazil Real Buoyed by Positive Political, Economic Sentiment: CA

Brazil Real Buoyed by Positive Political, Economic Sentiment: CA

(Bloomberg) -- Gains made by Brazilian assets reflect a combination of positive sentiment that spending cap bill will be approved tomorrow and improving scenario for economy, Vladimir Caramaschi, chief-strategist at Credit Agricole Indosuez, says in a phone interview.
  • “The market is becoming more confident”
  • BCB survey of economists showed improving inflation expectations, adding to optimism
  • USD flow generated by repatriation bill also helps, despite being expected
  • NOTE: BRL rises the most among EMFX; DI rates drop, stocks gain
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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Vladimir Caramaschi (Credit Agricole Brasil SA DTVM/Brazil)

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