Would Brazilian Political Change Favour Financial Sector?

The transcript discusses the political situation in Brazil, focusing on the potential impeachment of President Dilma and its implications for the market. It explores the probability of impeachment, market strategies, and the economic challenges Brazil faces, particularly regarding fiscal issues. The discussion also touches on global market influences and potential investment opportunities in high-yielding currencies.

What is the probability of impeachment mentioned in the text?

How does the speaker assess the impact of the impeachment process on the market?

What are the expected changes in market positioning as the impeachment probability increases?

What is the significance of the current account surplus mentioned in the text?

What fiscal concerns are raised regarding Brazil's economic situation?

What parallels are drawn between Brazil's situation and that of Greece?

What opportunities are suggested for investors looking beyond Brazil?