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To: THE ANT who wrote (87822)	3/8/2012 1:15:23 PM
From: elmatador	Respond to of 218447

9/22/201 Brazilian central bank rates of 12% are going below 5% and likely to 2-3%. This will help Brazilian exports and low rates will help housing.For US investors they must subtract out the fall in Real. In previous post I said I would not buy Brazil real estate. Still I think there is the possibility of a bubbling of Brazilian real estate(more so in reals) as when rates fall Brazilian debt to GDP will go from 90% to 150%. Brazil is still in a better position than most countries, including the US, in my opinion,over the next several years. My question is how this effects bond funds like PIMCO who invested heavily in Brazilian bonds Elmat: You've been right on the mark!

To: THE ANT who wrote (87822)	3/9/2012 4:23:12 AM
From: elmatador	Respond to of 218447

Brazil Has Further Room For Interest Rate Cuts -Itau's Setubal IIF chief economist Philip Suttle said that "Brazil is one of the economies where monetary policy seems to work." IIF considers Brazil has a "sound Central Bank and fiscal policies," which will allow it "to significantly outpace growth rates in developed countries," Setubal added. However, the executives didn't foresee any dramatic fall in the South American country's interest rates. Brazil Has Further Room For Interest Rate Cuts -Itau's Setubal Message 28000206