Conflictos en Ucrania e Irak, elecciones presidenciales en Brasil

Genevieve Signoret

We believe the event strengthens investors’ perceptions that there may be a shift in economic policy either because of the opposition candidate winning, or because President Rouseff will win by a small margin, necessitating a review of the medium-term economic strategy after the election. (…) The shift in probabilities around the election results is likely, in our view, to turn investors toward bullish Brazil trades.

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