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Murray News

COPOM urges caution while markets price in more rate cuts

Brazil’s Monetary Policy Committee leaves room to speed up easing, while a pause looks less likely unless war triggers broader market stress     03/25/2026  The minutes of the Central Bank of Brazil’s latest Monetary Policy Committee, or COPOM, meeting reinforced the market’s view that the country remains in an easing cycle. By Tuesday (24), […]

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25 de March de 2026/by Gelcy Bueno
Murray News

China eyes Brazil rail and ports, warns on taxes

Brazilian government says expanding transport infrastructure is a priority and that it is working to improve legal certainty and unlock private investment       03/25/2026 China Summit: Panel discusses opportunities in logistics and infrastructure — Photo: Heka Produciones/Valor China sees major investment opportunities in Brazil’s rail and port infrastructure, but the complexity of the […]

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25 de March de 2026/by Gelcy Bueno
Murray News

Yardeni sees global stocks falling as much as 15% if war drags on

Yardeni Research chief says prolonged conflict could trigger deeper selloff, though he still finds opportunities in Brazil and other emerging markets     03/24/2026 Despite risk aversion in global markets caused by the war in the Middle East, New York stocks have shown resilience and are still trading close to their record highs. Still, economist […]

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24 de March de 2026/by Gelcy Bueno
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  • COPOM urges caution while markets price in more rate cuts
  • China eyes Brazil rail and ports, warns on taxes
  • Yardeni sees global stocks falling as much as 15% if war drags on
  • The present and future of the Brazil-China relationship
  • Brazil weighs R$15bn package for sectors hit by tariffs and war

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