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.
Provider
Natixis
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.