Mercado estará “precificando”, nesta quinta-feira, a decisão do Copom de elevar o juro em 0,75 ponto percentual, a 3,5%, e…
06/05/2021
Julio Hegedus Netto
06/05/2021
Julio Hegedus Netto
Reunião do Copom de 05/05/2021
Na reunião realizada em 05/05, o Copom aumentou a taxa Selic em 0,75 p.p. para 3,5%, em linha com a…
06/05/2021
Sergio Goldenstein
06/05/2021
Sergio Goldenstein
Brief analysis of latest developments in oil markets.
05/05/2021
Jose Chalhoub
05/05/2021
Jose Chalhoub
Taiwan: The Rich World’s Growth Star Continues to Shine
-The Economist this week labelled Taiwan “The most dangerous place on Earth”. It is that dangerous only if you believe…
05/05/2021
Prasenjit Basu
05/05/2021
Prasenjit Basu
Rates 10y Dashboard: Rates in Asia Continue to Outperform the US
The recovery in the risk sentiment this morning resulted in the US 10y yield staying close to flat. As have…
05/05/2021
Gautam Jain
05/05/2021
Gautam Jain
Five Monetary Policy Developments in Emerging Markets
Czech Republic – CNB to keep rates stable in H1, markets expect hints on timing of upcoming hikes Turkey –…
05/05/2021
Metodi Tzanov
05/05/2021
Metodi Tzanov
FX Dashboard: High Volatility Relative to Carry Weighing on LatAm Currencies
With risk assets recovering this morning, the dollar index (DXY) was flat. EM currencies were similarly flat on average with…
05/05/2021
Gautam Jain
05/05/2021
Gautam Jain
Uma quarta-feira de reunião do Copom e ainda repercutindo os ruídos vindos da CPI da Covid e das declarações de…
05/05/2021
Julio Hegedus Netto
05/05/2021
Julio Hegedus Netto
Brief analysis of latest oil markets developments
04/05/2021
Jose Chalhoub
04/05/2021
Jose Chalhoub
DTEX3 – Update (Resultado 1T21)
No último dia 29/04 a Duratex divulgou o resultado do 1T21 que foi considerado o melhor da história para o…
04/05/2021
Caio d'Amoed
04/05/2021
Caio d'Amoed
Rates 10y Dashboard: Russia’s Rate Curve Flattens Even as EM Steepens
The risk-off sentiment spilled over to the Treasury market as the US 10y yield rallied 4 bp to 1.57%. EM…
04/05/2021
Gautam Jain
04/05/2021
Gautam Jain
FX Dashboard: Monitor Colombian Peso for an Entry Point
Financial markets opened in a risk-off mode with major stock indices weaker, leading to a stronger dollar. The dollar index…
04/05/2021
Gautam Jain
04/05/2021
Gautam Jain
Uma semana desafiante, em que no Brasil a CPI da Covid e a reunião do Copom são destaques. Nos EUA,…
04/05/2021
Julio Hegedus Netto
04/05/2021
Julio Hegedus Netto
03/05/2021
Jose Chalhoub
The Delayed Opening Of Tesla’s German Factory Will Hamper the Company’s Already Tiny ROAA
German auto industry publication Automobilwoche is reporting that Tesla has officially delayed the start of production at its Gruenheide, Germany…
03/05/2021
James Colling
03/05/2021
James Colling
Venezuela’s latest developments
Brief analysis of latest developments in Venezuela and its current situation
03/05/2021
Jose Chalhoub
03/05/2021
Jose Chalhoub
Dissing the Supply Side Everywhere we turned this week there was dismissal of supply-side economics. As Larry Lindsey stated on…
03/05/2021
Barry Knapp
03/05/2021
Barry Knapp
Alpha Bites: Monthly Trade Ideas Recap (May 2021)
This is the third edition of our monthly trade ideas recap note (see the attached pdf) in which we list…
03/05/2021
Gautam Jain
03/05/2021
Gautam Jain
No Brasil, estejamos atentos à reunião do Copom, a CPI da Covid e a agenda de reformas. No exterior, vários…
03/05/2021
Julio Hegedus Netto
03/05/2021
Julio Hegedus Netto
Cenários e precificação dos juros futuros de curto prazo – 30/04/2021
Na semana antecedente à reunião do Copom que ocorrerá em 05/05, a curva de DI futuro precificava, com base nos…
02/05/2021
Sergio Goldenstein
02/05/2021
Sergio Goldenstein
