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Brazil
408 posts
The Myth of De-Dollarization
In his article, "The De-Dollarization Fairytale," Alfonso Peccatiello explores the global financial system's reliance on the US Dollar…
Larry McDonald: Beware of the Fed's Pawns
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From China to Mexico to Brazil, Headline Noise Obscures Underlying Emerging Market Drivers
Positive catalysts are in place in all three countries, and across emerging markets valuations and earnings expectations make…
Doubleline's Gundlach Makes Call for Higher Inflation, a Rally in EM Equities, and a Lower Dollar
Jeffrey Gundlach from DoubleLine Capital presented at the Strategic Investment Conference this past week. He started off his…
What Brazil’s Troubles Mean for Emerging Markets
What Brazil’s Troubles Mean for Emerging Markets by Morgan Harting, Shamaila Khan, Christian DiClementi, Fixed Income, AllianceBernstein A…
SIA Weekly: EEM Outperforming EFA, and Brazil is Strong
by SIACharts.com For this week's edition of the SIA Equity Leaders Weekly, we are going to re-examine the…
SIA Weekly: What's Up with Brazil?
by SIACharts.com For this week’s edition of the Equity Leaders Weekly, we are going to re-examine two Brazil…
SIA Weekly: Brazil Turnaround?
SIA Weekly: Brazil Turnaround? by SIACharts.com For this week's SIA Equity Leaders Weekly, we are going to look…
Brazil's Stock Market has had a Miserable Five Years
Brazil's Stock Market has had a Miserable Five Years by Tiho Brkan, The Short Side of Long Source: Short…
The Great Emerging-Market Bubble
The Great Emerging-Market Bubble by Bill Emmot, Project Syndicate LONDON – Something has gone badly wrong in the…
Deglobalization Redraws the Investment Map
by Hayden Briscoe, AllianceBernstein Divergence between economies and financial markets has been a key macroeconomic trend over the…
Brazilian Equities Begin to Show Signs of Recovering
by Andrew Thrasher While it seems investors have been very U.S.-focused it seems there are some interesting setups that…
Emerging Markets Radar (December 16, 2013)
Emerging Markets Radar (December 16, 2013) Strengths China’s mid-December Central Economic Work Conference closed today. The government believes…
Emerging Markets Radar (October 7, 2013)
Emerging Markets Radar (October 7, 2013) Strengths click to enlarge The chart above shows that the Baltic nations…
4 Reasons to Have EM Exposure Now
by Russ Koesterich, Blackrock Blog Since the Fed first signaled its intent to taper last May, emerging market…
