Peru

External “hawk”, Brazil “dove”

 Externally, in the U.S., the FOMC kept interest rates unchanged (3.50%–3.75%), removed forward guidance, and signaled a more hawkish stance amid persistent uncertainty,

Research
22 June 2026
RaboResearch

The U.S. and Iran reached a provisional agreement

Externally, over the weekend, the U.S. and Iran reached a provisional agreement to reopen the Strait of Hormuz and move toward ending the conflict.

Update
17 June 2026
RaboResearch

Exclusive Risks persist despite fragile ceasefire

Domestically, March’s IPCA printed above all expectations, already incorporating some of the Middle East pass-through.  Externally, the US and Iran agreed a two-week cea

Update
14 April 2026
RaboResearch

Exclusive Buying time

 Externally, the U.S.–Iran conflict has now reached the one‑month mark with no concrete progress, heightening global uncertainty and raising risks for inflation and fina

Update
31 March 2026
RaboResearch

Exclusive Semana decisiva em meio às incertezas geopolíticas

Externamente, a IEA autorizou a liberação recorde de 400 milhões de barris de petróleo das reservas emergenciais para conter a alta dos preços causada pela guerra no Or

Update
17 March 2026
RaboResearch

Exclusive Blueberry update 2025: Unlocking demand to match expanding supply

Blueberry demand continues to grow globally as supply diversifies. Snacking trends, and industry shifts toward scale, genetics, and year-round supply shape the future.

Research
11 November 2025
RaboResearch
Peru - Rabobank