Real-time View - Brazil
The strategy identifies a structural opportunity in Brazil. In addition to an improved balance of payments, our real-time measures point to lower inflation. This scenario increases the scope for monetary easing, which is generally beneficial for asset prices. The combination of long IR and EQ is currently high conviction.​
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
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