James Padinha Quotes
It's surprising that out of all the commentary you read on what's happening, nobody thinks it's just a basic inflationary story. 
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This is a continuation of a trend that's already been in place. We don't have a huge inflation problem, but it seems to me that people don't give enough weight to the possibility something like that is brewing.
- James Padinha
People are becoming more accepting of a slow, gradual recovery, whereas last year, they had great growth numbers in mind, and when that didn't pan out, markets got hit hard. As long as data don't indicate a new round of fundamental economic deterioration, we're still on the same growth track.
- James Padinha