A Strong Peso Saves the Month for the Mexican Bolsa
Mexican Bolsa Performance in October in Dollar Terms While the Mexican Bolsa had a weak performance during October in local…
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31/10/2020
Eduardo Estrada
Poor sentiment is bullish: Eye on the World 30/09/20
Markets eased after 3-day rally ahead of acrimonious first US presidential debate that stoked election disruption fears. We see election…
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30/09/2020
Ben Laidler
The biggest earnings week: Eye on the world 27/07/20
US markets eased last week led by high-flying tech, but masking a value and international rotation on vaccine progress and…
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27/07/2020
Ben Laidler
Impact of rising new virus cases: Eye on the World 13/07/20
Global markets higher with treatment hopes offsetting continued soaring US new cases, and as face a big week with start…
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13/07/2020
Ben Laidler
Bubbles and opportunity costs – A case of “Know Your Risks”.
In moments of crisis and isolation like the present, we tend to think about human nature, and – why not?…
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02/07/2020
Roberto Dumas
O mercado de ações brasileiro vem mostrando uma enorme recuperação, depois das mínimas atingidas em março. O mesmo acontece com…
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25/06/2020
Fernando Tempel
Sobre Bolhas e Custo de Oportunidade: Know your Risks
Em momentos de crise e isolamento pelo qual estamos passando agora, julgamos interessante analisar o comportamento do ser humano e…
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23/06/2020
Roberto Dumas