Reports

Reforço fiscal nos EUA e início de vacinação alimentam expectativas auspiciosas em semana de Copom no Brasil

Os desenvolvimentos na conjuntura internacional nos últimos dias têm ajudado a reduzir a apreensão nos mercados financeiros mundiais – que…

Macro Brasil Macro Internacional

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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…

Macro Brasil

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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…

Europa Geopolitica Investimentos Temáticos Macro Internacional Multiativos Globais

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22/01/2021

Jay Pelosky

Technical Indicators – Brazil

Technical Indicators – Brazil

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22/01/2021

Martin Lara

Global Valuation Table – Telecoms

Global Valuation Table – Telecom Sector

Valuation TIM TELEFONICA BRASIL

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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%.…

Currencies Emerging Markets Fixed Income Global Strategy Interest Rates USA

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22/01/2021

Gautam Jain

FX Dashboard – Jan 22, 2021

The US dollar has been oscillating in a narrow range since early this year as exemplified by the 0.1% appreciation…

Currencies Emerging Markets Fixed Income Global Strategy Interest Rates USA

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22/01/2021

Gautam Jain

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…

Emerging Markets Estados Unidos Estratégia Global Macro Internacional

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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%.…

Currencies Emerging Markets Fixed Income Global Strategy Interest Rates USA

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21/01/2021

Gautam Jain

FX Dashboard – Jan 21, 2021

The dollar index (DXY) dropped by 0.4% to 90.1, staying just above the psychological threshold of 90. EM currencies did…

Currencies Emerging Markets Fixed Income Global Strategy Interest Rates USA

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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…

Emerging Markets Estados Unidos Estratégia Global Macro Internacional

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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.…

Macro Brasil Moedas Renda Fixa

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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…

Currencies Emerging Markets Fixed Income Global Strategy Interest Rates USA

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20/01/2021

Gautam Jain

FX Dashboard – Jan 20, 2021

The US dollar was flat for the day in line with our expectation (see Jan 15th FX Dashboard) that it…

Currencies Emerging Markets Fixed Income Global Strategy Interest Rates USA

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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…

Emerging Markets Estados Unidos Estratégia Global Macro Internacional

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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…

Commodities Currencies Equities Strategy Fixed Income Geopolitics Global Multi Assets Global Strategy

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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%…

Currencies Emerging Markets Fixed Income Global Strategy Interest Rates USA

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19/01/2021

Gautam Jain

FX Dashboard – Jan 19, 2021

The US dollar gave back some of its recent gains as the dollar index (DXY) dropped 0.4% today, though it…

Currencies Emerging Markets Fixed Income Global Strategy Interest Rates USA

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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…

Emerging Markets Estados Unidos Estratégia Global Macro Internacional

No comment | 1 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 5

19/01/2021

Ben Laidler

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