Os desenvolvimentos na conjuntura internacional nos últimos dias têm ajudado a reduzir a apreensão nos mercados financeiros mundiais – que…
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22/01/2021
L.C.A. CONSULTORES S.S.
Mais próximo, mas ainda distante
O comunicado emitido pelo Comitê de Política Monetária após a reunião da última quarta-feira demonstrou o aumento do seu desconforto…
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22/01/2021
MCM
Friday Musings: “I’m From the Govt and I am Here to Help”
A new political era has dawned in the US with the Inauguration of Pres. Joe Biden. His Administration has much…
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22/01/2021
Jay Pelosky
22/01/2021
Martin Lara
22/01/2021
Martin Lara
Rates 10y Dashboard – Jan 22, 2021
US Treasuries continue to oscillate in a narrow range with the 10y yield moved lower by 2 bp to 1.09%.…
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22/01/2021
Gautam Jain
The US dollar has been oscillating in a narrow range since early this year as exemplified by the 0.1% appreciation…
Nenhum comentário |
22/01/2021
Gautam Jain
Geopolitical, Political and Security Risks for Oil Weekly Report 18-01 – 22-01-21
Nenhum comentário |
22/01/2021
Jose Chalhoub
Impact of higher yields: Eye on the World 22/01/21
Markets stabilized, with tech and growth again taking the lead, and as Q4 earnings continue to beat expectations. Investors looking…
Nenhum comentário |
22/01/2021
Ben Laidler
Rates 10y Dashboard – Jan 21, 2021
US Treasuries continue to trade in a narrow range as the 10y yield edged up 2 bp to reach 1.11%.…
Nenhum comentário |
21/01/2021
Gautam Jain
The dollar index (DXY) dropped by 0.4% to 90.1, staying just above the psychological threshold of 90. EM currencies did…
Nenhum comentário |
21/01/2021
Gautam Jain
Europe’s earnings leverage: Eye on the World 21/01/21
Markets saw a Biden-bounce yesterday, on inauguration and initial executive action roll-out, and a reminder of impact of strong FAANGM…
Nenhum comentário |
21/01/2021
Ben Laidler
Reunião do Copom de 20/01/2021
Na reunião realizada em 20/01, o Copom manteve a taxa Selic em 2,0%, conforme expectativa unânime dos analistas de mercado.…
Nenhum comentário |
21/01/2021
Sergio Goldenstein
Rates 10y Dashboard – Jan 20, 2021
After a volatile start to the year, US Treasuries have settled to trade in a narrow range. US 10y yield…
Nenhum comentário |
20/01/2021
Gautam Jain
The US dollar was flat for the day in line with our expectation (see Jan 15th FX Dashboard) that it…
Nenhum comentário |
20/01/2021
Gautam Jain
Investor sentiment tightrope: Eye on the World 20/01/21
Markets yesterday boosted by Yellen fiscal stimulus testimony and Q4 results momentum, with Biden-inauguration today and launch of 100-day policy…
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20/01/2021
Ben Laidler
Friday Musings: “From You, I Get the Story”
I am excited to launch TPW Advisory, an independent investment advisory boutique based in NYC. TPW Advisory will provide forward…
Nenhum comentário |
19/01/2021
Jay Pelosky
Rates 10y Dashboard – Jan 19, 2021
The US 10y yield continues to oscillate in a narrow range as it moved up 2 bp to reach 1.11%…
Nenhum comentário |
19/01/2021
Gautam Jain
The US dollar gave back some of its recent gains as the dollar index (DXY) dropped 0.4% today, though it…
Nenhum comentário |
19/01/2021
Gautam Jain
Measuring market concentration: Eye on the World 19/01/21
International markets eased yesterday, with US now reopening at start of Biden-inauguration week with focus on Yellen testimony and Q4…
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19/01/2021
Ben Laidler
