Panorama Semanal – Alimentos Processados #7
Confira os principais destaques da semana que movimentaram o setor de alimentos.
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26/02/2021
Wiliam Gonçalves
TPW Advisory Monthly: Investing Thematically
Amidst broad cross asset volatility the big picture remains constructive and relatively unchanged. Continue to expect a global economic Boom,…
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26/02/2021
Jay Pelosky
A Proposta de Emenda Constitucional (PEC 186) que trata do novo auxílio emergencial e de regras fiscais que ajudem os…
Nenhum comentário |
26/02/2021
MCM
Rates 10y Dashboard: EM Rates Outperforming US in the Correction
The US 10y yield dropping 1 bp from yesterday’s close to 1.51% was a welcome relief this morning. Nevertheless, US…
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26/02/2021
Gautam Jain
Nenhum comentário |
26/02/2021
Martin Tixer
FX Dashboard: EM FX Volatility Remains Low
With US Treasury markets on a tear, the dollar index (DXY) strengthened 0.4%, going back to 90.5 after dropping below…
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26/02/2021
Gautam Jain
Geopolitcal Political and Security Risks for Oil Weekly report
A weekly summary and analysis of the most impacting issues impacting oil markets regarding geopoliticalrisks.
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26/02/2021
Jose Chalhoub
Antidote to lower valuations: Eye on the World 26/02/21
Equity contagion fears from bond market sell-off mounted, with 10-yr yields approaching tantrum threshold +50bps in 1-mth. We see a…
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26/02/2021
Ben Laidler
Global equities remain compelling, even after “jump” in interest rates
As explained in our previous report here from Nuclo Independent CIO, periodically, we will be sharing in this increasingly powerful…
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26/02/2021
Antony Brocado
As expectativas seguem bastante positivas no ambiente internacional, amparadas pelo avanço da vacinação e pela renovação de estímulos à atividade.…
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25/02/2021
L.C.A. CONSULTORES S.S.
Rates 10y Dashboard: Hungary’s Lag Looks Overdone
Another day, another leg-up in long-end rates in the US. The US 10y yield climbed 8 bp to 1.47%, reaching…
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25/02/2021
Gautam Jain
Frame by Frame: Brazilian Loan data January 2021
The Brazilian Central bank releases private sector credit information monthly. For the month of January (released on February 25), Loan…
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25/02/2021
Carlos Macedo
FX Dashboard: Colombian Peso to Continue Underperforming
In contrast with the overall risk-off sentiment this morning, the US dollar index (DXY) dropped 0.4% to 89.8. EM currencies…
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25/02/2021
Gautam Jain
More from Financials: Eye on the World 25/02/21
Markets boosted by dovish Fed, and vaccine and fiscal progress. Focus on bond market sell-off, with yields up again and…
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25/02/2021
Ben Laidler
Rates 10y Dashboard: Implications of US Curve Steepening for EM
Long-end rates in the US continue to push relentlessly higher as the reflationary scenario takes hold. In the process, they…
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24/02/2021
Gautam Jain
FX Dashboard: Is the Heavy Short Dollar Positioning a Concern?
The US dollar index (DXY) appreciated marginally by 0.1% to 90.3 this morning as it continues to hover in a…
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24/02/2021
Gautam Jain
24/02/2021
Jose Chalhoub
EM Asia rotation: Eye on the World 24/02/21
Dovish Powell drove huge intra-day markets turnaround and calmed accelerating underlying cyclicals rotation. We see a catch-up, not deep tech-rotation,…
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24/02/2021
Ben Laidler
It is always a great time for (long-term) stock picking!
Nuclo Independent CIO’s head of global equities, Claudio Brocado, officially retired from corporate employment at the end of 2013. Since…
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24/02/2021
Antony Brocado
Higher US Rates Are a Good Thing
Unprecedented liquidity provided by the Fed as well as the significant fiscal stimulus passed to date and the Biden administration’s…
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23/02/2021
Jay Pelosky
