The attached FX Dashboard highlights the Russian Ruble (RUB) as a significant underperformer with a z-score of 2. While oil…
Nenhum comentário |
28/09/2020
Gautam Jain
Nearing the home stretch: Eye on the World 28/09/20
Tech rebound Friday still left global equities lower for 4th week as near end of Q3. MSCI ACWI to close…
Nenhum comentário |
28/09/2020
Ben Laidler
As eleições municipais da pandemia
A pandemia adiou as eleições municipais. Se não fosse o coronavírus, estaríamos às vésperas do primeiro turno. Tardou um pouco.…
Nenhum comentário |
25/09/2020
L.C.A. CONSULTORES S.S.
A ata do último Copom não trouxe grandes novidades em relação ao comunicado emitido logo após a reunião do Comitê,…
Nenhum comentário |
25/09/2020
MCM
Nenhum comentário |
25/09/2020
Martin Tixer
Brexit looms: Eye on the World 25/09/20
Tech recouped some of recent losses, as near Q3 end, with stalled US labor market recovery prompting new attempt at…
Nenhum comentário |
25/09/2020
Ben Laidler
FAANGM leading sell-off: Eye on the World 24/09/20
Sharp tech sell-off on six-month anniversary of market bottom, as Fed increasingly calls for fiscal help that is not coming.…
Nenhum comentário |
24/09/2020
Ben Laidler
Inflação e atividade subjacentes
De acordo com o comunicado emitido após a reunião do Copom, os dados econômicos mais recentes e os eventos mais…
Nenhum comentário |
23/09/2020
MCM
Incertezas voltam a preocupar, no exterior e no Brasil
As agressivas iniciativas de estímulo adotadas pelas principais autoridades mundiais em resposta à pandemia ajudaram a revigorar a atividade global…
Nenhum comentário |
23/09/2020
L.C.A. CONSULTORES S.S.
Importance of short sellers: Eye on the World 23/09/20
Lukewarm FAANGM-led recovery yesterday, facing continued virus case pick up and slowdown warnings in September global PMI’s. We believe markets…
Nenhum comentário |
23/09/2020
Ben Laidler
The world’s biggest laggard: Eye on the World 22/09/20
Growth worries spread yesterday on rising EU virus restrictions and fading US stimulus hope. Drove classic risk-off, with defensives and…
Nenhum comentário |
22/09/2020
Ben Laidler
The new virus stand-off: Eye on the World 21/09/20
S&P 500 at six-week low on underlying healthy rotation from tech to cyclicals. See spike in US political uncertainty and…
Nenhum comentário |
21/09/2020
Ben Laidler
Markets eased on continued rotation from tech to cyclicals, and with incremental vaccine and US labor headwinds. See equities well-supported,…
Nenhum comentário |
18/09/2020
Ben Laidler
What ETF’s are telling us: Eye on the World 17/09/20
Markets weakened into close, led by tech, as Fed reinforced dovishness but stopped short of more stimulus. We see Fed…
Nenhum comentário |
17/09/2020
Ben Laidler
Reunião do Copom de 16/09/2020
Conforme amplamente esperado pelos analistas, o Copom decidiu manter a taxa Selic em 2,0%. O comunicado do Copom manteve o…
Nenhum comentário |
16/09/2020
Sergio Goldenstein
The broadening earnings recovery: Eye on the World 16/09/20
Equity markets firm yesterday, led by tech, ahead of FOMC decision today. Economic data rebound is easing and fiscal talks…
Nenhum comentário |
16/09/2020
Ben Laidler
The dividend recovery: Eye on the World 15/09/20
Tech-led US recovery yesterday on M&A and vaccine news, with markets focused today on upbeat China recovery momentum and FOMC…
Nenhum comentário |
15/09/2020
Ben Laidler
Nenhum comentário |
15/09/2020
Martin Tixer
Central Banks in focus: Eye on the World 14/09/20
US equities fell for second week, led by tech, but with healthy underlying cyclical rotation and limited broader risk-off. Markets…
Nenhum comentário |
14/09/2020
Ben Laidler
Projeção de queda do PIB em 2020 revista de 5,6% para 4,8%
A nossa projeção para o desempenho do PIB em 2020, que havia sido colocada em viés de alta após a…
Nenhum comentário |
11/09/2020
L.C.A. CONSULTORES S.S.
