Moody's Talks - Perspectivas Latinoamérica

Perspectiva para o sistema bancário no Brasil é estável, apesar do enfraquecimento das condições macroeconômicas

Episode Summary

Os analistas da Moody’s abordam as perspectivas para o sistema bancário brasileiro nos próximos 12 a 18 meses, em meio aos desafios domésticos e internacionais, e fazem uma revisão do panorama para os sistemas bancários da América Latina. Eles também analisam o projeto-piloto do real digital.

Episode Notes

Participants:

• Marcos Schmidt, Associate Managing Director, Moody’s Investors Service
• Alexandre Albuquerque, Vice President - Senior Analyst, Moody’s Investors Service
• Daniel Girola, Vice President - Senior Analyst, Moody’s Investors Service
• Lucas Viegas, Vice President - Senior Analyst, Moody’s Investors Service

Related Research:

• Brazil: Stable outlook backed by resilient credit fundamentals against rising asset risks
• Chile: Solid credit fundamentals will balance out macro risks and strains on profitability
• Colombia: Sustained earnings and capital keep system stable against macro turbulence
• Mexico: Sound performance maintains stability despite economic imbalances
• Peru: Sturdy profits and loan diversification mitigates political and asset risks
• Argentina: Weak operating conditions and high sovereign exposures drive negative outlook
• Panama: Economic recovery limits asset risks, helps support profitability and stable outlook
• Paraguay: Steady profitability and contained asset risks in a recovering economy
• Uruguay: Solid capital and earnings maintain stability as asset risks slowly rise
• Central America & Caribbean: Sound loan quality and steady funding drive a stable outlook for the region
• Contagion effect of US bank closures will be limited for LatAm banks
• Banks – Brazil: Surge in household debt burden will prolong asset risk pressures beyond 2023
• Banks – Brazil Pilot framework for Brazil's digital currency limits disintermediation risks