Brazil Expecting Rate Cuts in Second Half: Santos

The video discusses the current state of the Brazilian market, highlighting the impact of the impeachment trial and the recent cabinet changes on market trends. It compares the appeal of fixed income over equities, given the economic challenges and potential interest rate cuts. The discussion also covers the influence of external factors like the dollar's strength on Brazil's market stability.

In what ways might rate cuts in the second half of the year impact Brazilian corporate bonds?

What challenges does the acting president face in implementing economic changes?