Natixis - Long brl – short cop

Report

Natixis

Benito Berber

Long brl – short cop

Long BRL on the b ack of a hawkish BCB, a decrease in the political risk-premium with Lula moving to the center of the political spectrum, and inflows into the equity market . Short COP on the b ack of rising political risk premium.

21/02/2022 1 EN

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Natixis

Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.

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Analysts

Benito Berber

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Long brl – short cop

Fine-tuning our Fed Call: No need to skip October

Labor market treads water in a choppy sea

Euro area April flash inflation: core inflation unexpectedly rose in April

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