Jorrel Fenwick·Nov 17, 2025The GDP Downgrade Paradox: Why Brazil’s Slower Growth Forecast Is Actually BullishThis morning, Brazil’s Finance Ministry cut 2025 GDP growth from 2.3% to 2.2%. Inflation forecasts dropped from 4.8% to 4.6%. Most…
Carew Seldan·Oct 10, 2025The 106.50 Dollar Problem: Why This Number Should Terrify Emerging MarketsFriday afternoon in São Paulo, and I’m watching something I’ve seen only four times in my 25-year career: the Dollar Index crossing 106…
Rachel Cavenor·Sep 27, 2025Friday afternoon.As I stare at the screens in our office, still flickering with red numbers, I’m reminded of a conversation from 2015. I was in Hong Kong…
Carew Seldan·Sep 18, 2025The Fed-BCB Divergence: Navigating Two Central Bank WorldsAt 2:00 PM Eastern Time yesterday, Jerome Powell did something that will reshape global capital flows for years to come. He cut interest…
Quantos Economic Institute·Aug 6, 2025How Quantos Economic Institute Decodes Global Market Patterns: A Brazilian Investor’s Guide to…Global markets continue painting a complex picture as we navigate through August 2025. For Brazilian investors seeking to understand these…
