Investorideas, a go-to platform for big investing ideas releases market commentary from Quasar Elizundia, Expert Research Strategist at Pepperstone.
Despite the changes in BanRep’s board, Itaú expects the cautious stance to continue, with a resumption of a 25bp cut in March, and a YE25 rate of 8%, well above the nominal neutral rate of 5.7%.