This comprehensive article by Nuclo Independent CIO’s head of global equties Claudio Brocado was originally published on the Nuclo website…
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04/03/2021
Antony Brocado
The Gamestonk! article by Nuclo Independent CIO’s head of global equities Claudio Brocado was first published here on Sunday, February…
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02/03/2021
Antony Brocado
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
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
Confira o novo relatório da Ohmresearch sobre Factor Investing. Essa filosofia de investimento tem conquistado cada vez mais adeptos e…
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21/02/2021
Guilherme Guntovitch
22/01/2021
Martin Lara
Rates 10y Dashboard – Dec 23, 2020
Volatility in US rates markets remains lows as it continues to deal with dueling drivers regarding the economic outlook. The…
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23/12/2020
Gautam Jain
Following the sharp U-turn a couple of days ago by the US dollar from its weakening trend, it gave back…
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23/12/2020
Gautam Jain
Rates 10y Dashboard – Dec 22, 2020
While not quite as high as the US dollar, US Treasuries still experienced high intraday volatility by their own standard…
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22/12/2020
Gautam Jain
Most assets incurred high intraday volatility yesterday. The sharp US dollar appreciation yesterday morning lost steam by the end of…
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22/12/2020
Gautam Jain
Rates 10y Dashboard – Dec 21, 2020
Although impacted by the overall risk aversion, the reaction of US Treasuries was more muted in comparison to other markets…
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21/12/2020
Gautam Jain
With risky assets selling off globally, the US dollar made a sharp U-turn from its weakening trend of the past…
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21/12/2020
Gautam Jain
Rates 10y Dashboard – Dec 18, 2020
At 0.93%, the US 10y yield is now back to the level prior to the FOMC meeting. The Fed thus…
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18/12/2020
Gautam Jain
After a week of relentless weakness exceeding 1%, the US dollar was flat on the day. Still below 90, the…
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18/12/2020
Gautam Jain
Rates 10y Dashboard – Dec 17, 2020
The US 10y yield dropped 2 bp to 0.90%, thus staying within its recent range following a balanced message from…
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17/12/2020
Gautam Jain
US dollar’s depreciation accelerated today as the dollar index (DXY) weakened by 0.7%, dropping below 90. The next threshold to…
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17/12/2020
Gautam Jain
Rates 10y Dashboard – Dec 16, 2020
The US 10y yield continued to move up slowly and steadily as it rose 1 bp to 0.93%. Whether the…
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16/12/2020
Gautam Jain
The US dollar continues to weaken as the dollar index (DXY) depreciated by 0.3% today. Unlike the past few days,…
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16/12/2020
Gautam Jain
Rates 10y Dashboard – Dec 15, 2020
The US 10y yield continued with its gradual move higher, climbing 2 bp to 0.91% as the markets await the…
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15/12/2020
Gautam Jain
The weakening trend of the US dollar persisted today, although the pace of depreciation slowed with the dollar index (DXY)…
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15/12/2020
Gautam Jain