“While improving manufacturing confidence has recently added to the constructive global risk environment (characterized by dovish central banks, low cross-asset volatility and rising equity prices), a potential increase in political uncertainty in the US may undermine this backdrop.”
Category: brazil
“Political Immunity” And Markets
“Technical factors and central bank liquidity have allowed markets to suspend disbelief.”
Storm Clouds Gather As Trump Headline Risk, Terror Attack Battle Econ Data For Market’s Heart
Well, this market’s mettle is being tested. Again. On Monday evening we got what might
“Sharks In The Sea Of Tranquility” – Looking Ahead
So what did we learn last week? Well, we learned that despite what amounts to
Why You Shouldn’t “Invest” In 3X ETFs: Exhibit “B”
On Friday, people are buying the “Brazil just proved their political crisis is intractable” dip.
“President’s Day”: Iran Is Voting, Brazil Is Panicking, Trump Is Traveling
It feels quiet in America on Friday morning. Maybe that’s because Donald Trump is leaving
Circuit Breakers Hit, Stocks Plunge, Emerging Market ETF Tumbles As Brazil “In Full Crisis Mode”
Look, I don’t know how closely you’ve followed Brazilian politics over the past three (or
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