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Otaviano Canuto

 
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  • 3 Perspectives On Brazilian Growth Pessimism
    Wed, Jun. 11 EWZ, BRZU, BZQ 4 Comments

    Summary

    • It has become increasingly evident over the last two years that the growth engine of the Brazilian economy has run out of steam.
    • Three factors once responsible for Brazil’s growth acceleration have underpinned three strands of growth pessimism that have become prevalent in recent economic commentary on the future direction of Brazil.
    • The main risk facing Brazil and its economy is the specter of mediocre growth over a protracted period of time against a counterfactual potential of opportunity.
  • Secular Stagnation: A Working Pair Of Scissors Needs 2 Blades
    Wed, Mar. 12 DIA, SPY, QQQ Comment!

    Summary

    • Asset bubbles may have offset underlying stagnation trends.
    • Keynesians point to demand-side insufficiencies.
    • Schumpeterians suggest that creative destruction may be stymied by demand-side management.
  • Crisis Recovery: Flying On A Single Engine
    Editors' Pick • Thu, Mar. 6 8 Comments

    Summary

    • A new “great depression” has been avoided.
    • However, recovery has been sluggish and feeble.
    • The crisis response has been single-handedly based on monetary policy.
  • Clogged Metropolitan Arteries
    Mon, Feb. 10 EWZ, EPI, BRF 5 Comments
  • China And Emerging Markets: Riding Wild Horses
    Tue, Feb. 4 FXI, EEM, VWO 11 Comments
  • Sovereign Wealth Funds Are Coming Home
    Thu, Jan. 16 EEM, VWO, DEM 2 Comments
  • Calibrating 2014
    Thu, Jan. 2 SPY, EWJ, FXI Comment!
  • Brazil, Korea: 2 Tales Of A Macroprudential Regulation
    Dec. 2, 2013 EWZ, EWY, BZQ 2 Comments
  • Elephants And Macro-Financial Linkages
    Nov. 16, 2013 2 Comments
  • Moving Past The Commodity Supercycle: Are We There Yet?
    Nov. 4, 2013 DBC, DJP, GSG 7 Comments
  • A Billion-Dollar Opportunity For Developing Countries
    Oct. 23, 2013 EEM, VWO 1 Comment
  • QE Tapering A Wake-Up Call For Emerging Markets
    Oct. 9, 2013 EEM Comment!
  • Resource-Backed Investment Finance In Least Developed Countries
    Sep. 25, 2013 EEM Comment!
  • South-South Trade Through Value Added Glasses
    Sep. 20, 2013 Comment!
  • Facilitating Trade, Facilitating Development
    Sep. 10, 2013 Comment!
  • Finance As An Economic Cholesterol
    Sep. 3, 2013 Comment!
  • Emerging Markets Sell-Off: What's Next?
    Aug. 28, 2013 EEM 2 Comments
  • Development Banks And The Post-Crisis Blues In Investment Finance
    Aug. 19, 2013 AXFN, IYF 2 Comments
  • Mercosur: Toward A Quasi-Common Economy Approach?
    Aug. 16, 2013 BZF 1 Comment
  • Fiscal Policy Renaissance In Developing Countries
    Aug. 11, 2013 Comment!
  • Connecting Wagons: Why And How To Help Lagging Regions Catch Up
    Aug. 9, 2013 BKF, EWZ, FXI Comment!
  • Gender Equality Pays Off In Brazil
    Aug. 7, 2013 BRAF, BRXX, UBR 3 Comments
  • GDP: Not All That Glitters Is Gold
    Jul. 17, 2013 Comment!
  • Mobilizing Development Via Mobile Phones
    Jul. 14, 2013 Comment!
  • Until Subnational Debt Do Us Part
    Jul. 11, 2013 Comment!
  • Revolutionary Services
    Jul. 9, 2013 PEK Comment!
  • It's Jobs, Stupid!
    Jul. 7, 2013 12 Comments
  • Diamonds May Be Forever, Natural Resource Wealth Is Not
    Jul. 5, 2013 Comment!
  • Credit Ratings For All!
    Jul. 1, 2013 1 Comment
  • Shifting Tectonic Plates Under Global Banking
    Jun. 24, 2013 Comment!
  • Brazil: Chasing Animal Spirits
    Jun. 17, 2013 EWZ, BZF Comment!
  • What It Takes For Trade To Reduce Poverty In Africa
    Jun. 14, 2013 AFK 2 Comments