Tag Archives: Bovespa

Bolsonaro sworn in as Brazil’s next president

Posted on January 1, 2019 by macromon

Bolso’s FinMin, Paulo Guedes and his team of “Chicago Boys” are very market-friendly and potentially transformative for the Brazilan economy. The question is does Bolsonaro have the political skills to see the reforms through? The animal spirits of a new … Continue reading →

Posted in Brazil, BRICs, Uncategorized | Tagged Bolsonaro, Bovespa, Brazil | 1 Comment

Daily Risk Monitor – September 10

Posted on September 10, 2013 by macromon

Click on table to enlarge and for better resolution (click here if tables are not observable)

Posted in Daily Risk Monitor | Tagged Bovespa, Gold, Oil, Shanghai, Turkey | Leave a comment

Brazil Hikes

Posted on April 17, 2013 by macromon

Brazil‘s Central Bank increased interest rates on Wednesday evening to 7.5% from 7.25%. The rate hike was not totally unexpected. Here is what Forbes had to say, Central Bank president Alexandre Tombini hinted several times over the last week that … Continue reading →

Posted in BRICs | Tagged Bovespa, Brazil, Interest rates, Monetary Policy | 1 Comment

Week in Review

Posted on March 23, 2013 by macromon

(click here if charts are not observable)

Posted in Week in Review | Tagged bonds, Bovespa, Commodities, Gold, Nikkei, Shanghai Composite, Stocks, Yen | Leave a comment

Beggar Thy Neighbor’s Stock Market

Posted on February 17, 2013 by macromon

Interesting chart which we suspected and all knew that, thus far, the 2013 macro equity trade x/ U.S. has been to be long those markets where the home currency is weakening against the dollar. The red regression line illustrates this … Continue reading →