J.P. Morgan’s Emy Shayo is one of Brazil’s most respected analysts. With the election of right wing candidate Jair Bolsonaro to the presidency in Brazil, the country and region have taken a disturbing turn. That said, markets responded positively. Is this another case of the markets getting bought off…only to allow a bad guy to do damage to civil liberties? (See America, United States of) Tune in for a fresh and somewhat contrarian take to what you have heard thus far.