Reports

Rates 10y Dashboard – Oct 22, 2020

The US 10y yield moved up another 1 bp to 0.82% today as it continued to gradually rise towards the…

Emerging Markets Estados Unidos Estratégia Global Moedas Renda Fixa Valuation

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22/10/2020

Gautam Jain

FX Dashboard – Oct 22, 2020

In a sign that there is no clear direction currently in financial markets, the US dollar strengthened by 0.3% today,…

Emerging Markets Estados Unidos Estratégia Global Moedas Renda Fixa Valuation

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22/10/2020

Gautam Jain

Swiss funding source: Eye on the World 22/10/20

Markets range-bound yesterday facing long-shot US stimulus talks amidst election countdown, with final Presidential debate tonight. We see a Q4…

China Emerging Markets Equities Strategy Macroeconomics Morning Call Politcs Row Material USA

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22/10/2020

Ben Laidler

Rates 10y Dashboard – Oct 21, 2020

The US 10y yield continued to rise gradually as the 2 bp move today took it to a new high…

Emerging Markets Estados Unidos Estratégia Global Moedas Renda Fixa Valuation

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21/10/2020

Gautam Jain

FX Dashboard – Oct 21, 2020

The US dollar is weaker by 0.4% today, taking it closer to the lower end of the trading range where…

Emerging Markets Estados Unidos Estratégia Global Moedas Renda Fixa Valuation

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21/10/2020

Gautam Jain

What ETF’s are telling us: Eye on the World 21/10/20

Markets boosted on long-shot US fiscal stimulus hopes, with underlying very strong Q3 results so-far, and ignoring tech regulatory headlines.…

China Emerging Markets Equities Strategy Macroeconomics Morning Call Politcs Row Material USA

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21/10/2020

Ben Laidler

Reflating vs Deflating

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20/10/2020

Martin Tixer

Rates 10y Dashboard – Oct 20, 2020

The US 10y yield moved up 2 bp to 0.78% today, close to its highest level since early June. On…

Emerging Markets Estados Unidos Estratégia Global Moedas Renda Fixa Valuation

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20/10/2020

Gautam Jain

FX Dashboard – Oct 20, 2020

The US dollar has stayed in a narrow range of slightly over 2% since the end of July. More recently,…

Emerging Markets Estados Unidos Estratégia Global Moedas Renda Fixa Valuation

No comment | 1 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 5

20/10/2020

Gautam Jain

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…

Bolsa Brasil

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20/10/2020

Carlos Macedo

Benefits of Uncertainty: Eye on the World 20/10/20

Global markets weaker yesterday as US fiscal stimulus hopes faded further, global new virus cases mount, and are well into…

China Emerging Markets Equities Strategy Macroeconomics Morning Call Politcs Row Material USA

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20/10/2020

Ben Laidler

Rates 10y Dashboard – Oct 19, 2020

With risky assets rallying globally, the US 10y yield moved up by 3 bp. Rates in EM countries, on the…

Emerging Markets Estados Unidos Estratégia Global Moedas Renda Fixa Valuation

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19/10/2020

Gautam Jain

FX Dashboard – Oct 19, 2020

The US dollar is weaker by around 0.5% today as risk assets rallied globally. However, unlike the past few days,…

Emerging Markets Estratégia Global Moedas Renda Fixa Valuation

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19/10/2020

Gautam Jain

Focus on economic resilience: Eye on the World 19/10/12

US markets saw third week of gains, helped by economic momentum, and vaccine hopes. We forecast a Q4 melt-up rally…

China Emerging Markets Equities Strategy Macroeconomics Morning Call Politcs Row Material USA

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19/10/2020

Ben Laidler

No meio do caminho tem várias pedras

Com a alta de 2,9% registrada em agosto, em relação a julho, o volume de serviços produzidos no Brasil acumulou…

Macro Brasil

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16/10/2020

MCM

Dissipação de riscos globais tenderia a ensejar relevante descompressão cambial no Brasil, desde que deterioração fiscal doméstica seja contida

As atenções na conjuntura internacional continuam centradas em dois eventos de curto prazo: o cenário político nos EUA; e a…

Estados Unidos Macro Brasil Macro Internacional

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16/10/2020

L.C.A. CONSULTORES S.S.

Rates 10y Dashboard – Oct 16, 2020

Global rate markets were lackluster today with the US 10y yield wider by 1 bp and EM rates on average…

Emerging Markets Estados Unidos Estratégia Global Moedas Renda Fixa Valuation

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16/10/2020

Gautam Jain

FX Dashboard – Oct 16, 2020

Today was another day of reversal as US dollar weakened by 0.2% and EM currencies were once again on the…

Emerging Markets Estados Unidos Estratégia Global Moedas Renda Fixa Valuation

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16/10/2020

Gautam Jain

Biggest reratings and deratings: Eye on the World 16/10/20

Markets eased only modestly, with some cyclical rotation, despite new virus case worries, and as disappointing US jobless data refocused…

China Commodities Emerging Markets Equities Strategy Macroeconomics Morning Call Politcs Row Material USA

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16/10/2020

Ben Laidler

Rates 10y Dashboard – Oct 15, 2020

Give the risk-off sentiment today, global rates rallied across the board although the moves were relatively small with the US…

Emerging Markets Estados Unidos Estratégia Global Moedas Renda Fixa Valuation

No comment | 1 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 5

15/10/2020

Gautam Jain

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