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US not ready to Samba
9th August 2023
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By Falco Private Wealth
Falco Group

  • US economy and markets struggling with uncertainty
  • Brazil, meanwhile, shows resilience as interest rates are falling and the economy is in good shape
  • Emerging market debt has been cheaper but still offers reasonable value
  • US inflation report this week will likely show sticky core inflation
  • Oil prices continue to rise with the fundamentals pointing to still higher prices
  • Oil stocks may provide risk mitigation for inflation