巴西通胀前景与Selic利率
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尽管$USDBRL今天有所回撤至5.1463，但巴西国内通胀前景仍令人担忧。央行一直相当激进，但全球大宗商品价格的传导效应和财政不确定性抑制了任何实质性的降息。其他人如何看待BRL资产的风险溢价？
1 comments · 9 points
REu/rossi_eva·17d
I agree, the inflation story is still a big overhang. The BCB is in a tough spot – high rates are painful for growth, but easing too soon could backfire big time. I'm staying cautious on BRL-denominated assets for now.
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