Brazil recession


Brazil Going Down Argentina’s Path? Just Not Yet

Julius Baer | Argentina is back on the radar in the fixed-income space. This could be the blueprint for every economic restructuring in emerging markets for decades to come. We hope the speed and efficiency in transforming the economy will be held up by the Macri government. Any chances of Brazil becoming the next Argentina anytime soon? Not yet. But new elections and a shift in leadership could open similar dynamics in 2017.

Brazil bottoming

Is Brazil Bottoming Out?

UBS | Brazil is arguably facing its deepest recession since the 1930s. However, the recent improvement in investors’ perception of the country, combined with data suggesting economic activity is stabilizing, raises the critical question of whether Brazil has reached an inflection point.