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The interest rate cycle is turning as growth hits the wall
Raw materials costs, not supply constraints, are driving prices higher
Better government financing plans and growing industry sales still leave the sector’s potential unfulfilled
Agribusiness, housing and computer-related retail sales should weather the cycle well
A consumer finance segment that will likely remain robust despite higher interest rates
The Central Bank is steering the economy towards a soft landing
Look beyond global commodities prices to understand the true dynamics of Brazilian farming
Brazil must maintain a solid regulatory framework to support Petrobras’s need to attract the international partners necessary for subsalt development
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