PO@poliveiraThe Yield Curve's New Regime: are we there yet?The inversion has unwound, but history suggests this isn't a recovery—it's a warning.Apr 9, 2026Published205views2
PO@poliveiraJuros e inadimplênciaO Freio Silencioso: Como a Inadimplência e os Spreads Estão Asfixiando o Consumo no BrasilApr 4, 2026Published64views1
CollectionAgrictultureSelected articles around agriculture and livestockThe Green Ocean: How Brazil's Soil Became Its Most Powerful CurrencyPO@poliveira•Mar 31, 2026From the red dust of the Cerrado to the global commodity markets, Brazilian agriculture has quietly transformed the nation into an undisputed superpower of the soil.ChartAgriculture & Livestock in BrazilPO@poliveira•Mar 31, 2026ChartBrazil Agricultural Investment Profile by RegionPO@poliveira•Apr 1, 202654views
ChartRetail Seasonality by CategoryAverage monthly sales vs. annual average, US OnlyPO@poliveira•Apr 1, 2026PublishedLoading preview59views
PO@poliveira10-Year Brazil Auto Loan Rate Turning PointsOver the past decade, Brazil’s auto loan market has gone through five clear turning points, as Selic swings and changing credit risk repeatedly reset the cost of financing a car.Mar 31, 2026Published247views
PO@poliveiraThe Remittance Lifeline: Countries Most Dependent on Foreign TransfersFor many developing nations, personal remittances from citizens working abroad are not just a supplement but a cornerstone of the national economy, sometimes exceeding 30% of total GDP.Mar 31, 2026Published57views
PO@poliveiraO boom silencioso do Cartão CorporativoMais gastos, mais sigiloMar 31, 2026Published47views
PO@poliveiraImpacto das políticas da SMED no IDEB nos últimos 15 anosA Secretaria Municipal de Educação (SMED) de Belo Horizonte tem uma trajetória que exemplifica as tendências nacionais observadas na avaliação do IDEB ao longo dos últimos 15 anos, com um período claro de ascensão...Mar 20, 2026Published87views
