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Join the Economics & Country Risk team on 26th October as we discuss our latest assessments for Brazil and Brexit: Scenarios, risks, opportunities.
We hope you and your colleagues will be able to join us for the Economics & Country Risk team’s second set of Scandinavian briefings in 2016.
Topics to be covered include:
Is the worst over for Brazil? We expect a gradual return to political stability with a clear pro-business agenda, which largely explains the strong performance of the stock exchange; the appreciation of the real, and the sharp drop in sovereign bond spreads. Nevertheless, the negatives weigh heavily: the severe economic crisis poses significant non-payment risk at a sovereign and sub-sovereign level, and security fears, including escalating labour unrest, pose supply chain disruption risks. These are some of the topics Carlos Caicedo will cover as part of a comprehensive outlook for the country.
In the United Kingdom, post-Brexit uncertainty continues. Recent indicators show the economy has been fairly resilient to the Brexit vote, but there are many political and economic landmines. Although little information on the UK strategy is filtering out in the run-up to the formal start of negotiations, three key themes will dominate the discussions: immigration, trade, and the European passport for financial services. The outcome of the negotiations will have far-reaching implications for the UK economy, but also for Europe. Possible outcomes for the United Kingdom and Europe will be reviewed.
We hope you and your colleagues will be able to join us for the Economics & Country Risk team’s second set of Scandinavian briefings in 2016:
26th October in Stockholm
27th October in Copenhagen
28th October in Oslo
Elisabeth Waelbroeck-Rocha, Chief International Economist
Carlos Caicedo, Principal Country Risk Analyst, Latin America
An email to formally register to this Economics & Country Risk Briefing will be sent in due course.