Brazil

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Marc to Market
28 Sep 2023
Looming US Government Shutdown Stems the Dollar's Surge
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Vermilion Research
26 Sep 2023
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Vermilion Compass: Weekly Equity Strategy
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Tellimer Research
22 Sep 2023
Frontier Daily, 22 September: US 10y spike sees worst EM losses since July
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Marc to Market
21 Sep 2023
Higher for Longer Lifts the Dollar, while SNB Surprises Many by Standing Pat--Over to the BOE
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Tellimer Research
21 Sep 2023
Frontier Daily, 21 September: Lebanon, Egypt gains, Caucasus rebound
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Tellimer Research
20 Sep 2023
Frontier Daily, 20 September: Caucasus war, THB stimulus losses, Mongolia gains
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Marc to Market
20 Sep 2023
Softer UK CPI Weighs on Sterling and Lifts Gilts, while Yen Slumps to New Low for the Year, Ahead of the FOMC
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GlobalCapital
19 Sep 2023
After EM bond surge, investor confidence is still shaky
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The Emerging Markets Investor
15 Sep 2023
Chinese Auto Exports Threaten the Auto Industry Worldwide
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BancTrust & Co.
7 Sep 2023
BancTrust & Co. LAC Daily Comments 7 September 2023
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The Emerging Markets Investor
6 Sep 2023
If China’s Boom is Over, Where Will Demand for Commodities Come From?
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Tellimer Research
6 Sep 2023
Frontier Daily, 6 September: Chile losses, gains in Ecuador, Pakistan, Gabon
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Marc to Market
5 Sep 2023
US Dollar Punches Higher
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BancTrust & Co.
28 Aug 2023
BancTrust & Co. Africa Daily Comments 28 August 2023
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The Emerging Markets Investor
25 Aug 2023
The Persistent Decline of Latin American Competitiveness
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Tellimer Research
24 Aug 2023
BRICS enlargement sounds dramatic – it is not
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Tellimer Research
23 Aug 2023
Brazil fiscal framework shows Lula not so profligate and can work with congress
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Tellimer Research
16 Aug 2023
EM disinflation and real rates – screening for attractive opportunities
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Marc to Market
14 Aug 2023
Greenback Remains Firm, with Yen and Aussie Falling to New 2023 Lows
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Stephen Elgie: EM FX Macro
11 Aug 2023
Turbulence and opportunity in EM FX
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BancTrust & Co.
10 Aug 2023
BancTrust & Co. LAC Daily Comments 10 August 2023
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Tellimer Research
8 Aug 2023
Why the IMF says EM currencies are undervalued and the dollar is overvalued
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Franklin Templeton
7 Aug 2023
Emerging Markets Insights: Fund flows improving
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Tellimer Research
4 Aug 2023
Brazil: 50bps cut sparks worst FX losses since September undermining carry trade
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Marc to Market
3 Aug 2023
Markets Remain Unsettled, Bonds and Stocks Retreat, Dollar Gains Ahead of BOE