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
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
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
Confira o Financial Sector Bi-Weekly de 23/fev, relatório feito por Carlos Macedo e Guilherme Guntovitch, sobre os guidances dos principais…
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23/02/2021
Guilherme Guntovitch
History has shown that even such a small marginal change will cause a difference in consumer behavior. So, make sure…
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22/02/2021
James Colling
Nuclo Independent CIO’s latest thoughts on global financials
Today brings news of the latest portfolio moves at Warren Buffett’s Berkshire Hathaway. A prior member of Nuclo’s global top…
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17/02/2021
Antony Brocado
Sucessão e Custódia de Crypto Ativos: Métodos e Pontos de Atenção
Toda inovação, que de alguma forma altera a forma que uma indústria já estabelecida opera, demanda por parte da comunidade…
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10/02/2021
Rodrigo Borges
Esse é o mais novo relatório do time da OHM Research sobre instituições financeiras. Serão abordados os principais indicadores de…
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04/02/2021
Guilherme Guntovitch
Frame by Frame: Brazilian Loan data December 2020
The Brazilian Central bank releases private sector credit information monthly. For the month of December (released on January 28), loan…
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28/01/2021
Carlos Macedo
Frame by Frame: Brazilian Loan data November 2020
The Brazilian Central bank releases private sector credit information monthly. For the month of November (released on December 23), loan…
Nenhum comentário |
23/12/2020
Carlos Macedo
Frame by Frame: Brazilian credit data for October 2020
The Brazilian Central bank releases private sector credit information monthly. For the month of October (released on November 27), loan…
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27/11/2020
Carlos Macedo
SANTANDER BRASIL (BSBR) 3Q NIM TRENDS SPELL TROUBLE FOR BRAZILIAN BANKS
Santander Brasil reported 3Q2020 results on October 27. Adjusted net income of R$3.9 billion was up 0.2% qoq and 47%…
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27/10/2020
Carlos Macedo
Frame by Frame: Brazilian credit data for September 2020
The Brazilian Central bank releases private sector credit information monthly. For the month of September (released on October 26), loan…
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26/10/2020
Carlos Macedo
Por que as ações de bancos não sobem na Bolsa?
O fraco desempenho das ações dos 4 grandes bancos brasileiros (Itau-Unibanco, Bradesco, Santander e Banco do Brasil) na bolsa em…
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20/10/2020
Carlos Macedo
Frame by Frame Brazilian Loan data August 2020
The Brazilian Central bank releases private sector credit information monthly. For the month of August (released on September 28), loan…
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28/09/2020
Carlos Macedo
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
Frame by Frame: Brazilian credit data for July 2020
The Brazilian Central bank releases private sector credit information monthly. For the month of July (released on August 28), loan…
Nenhum comentário |
28/08/2020
Carlos Macedo
Frame by Frame: Brazilian credit data for June 2020
The Brazilian Central bank releases private sector credit information monthly. For the month of June (released on July 29), improved…
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29/07/2020
Carlos Macedo
