Monthly Archives: October 2017

Brazil Consumer Confidence on the High

This morning the National Confederation of Commerce and Tourism (CNC) reported that the consumer confidence grew by 1.4% against September and 5.4% in October last year. According to CNC, Brazilian household consumption growth has been slow but steady and pointing to  sustained acceleration in 2018. Brazilian families also are relatively optimistic about the job market, […]


Why Invest in Brazil and the 2018 Elections

Just wanted to share this article from Seeking Alpha. It has a very optimistic tone but the political analysis is a bit far-off in my opinion. Alckmin doesn’t really have any real chances. He has been tried and tested and is not a viable national-level politician. Also, Lula and Bolsonaro can’t be dismissed that easily. Bolsonaro will […]

Emerging Markets Insights

a blog by Frontier Strategy Group


A blog on macroeconomics and public policy by Tony Yates.