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BRL (USDBRL CURNCY)
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The Brazilian real is the official currency of the Federative Republic of Brazil.
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bearish
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IDR
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15 Mar 2022 23:21
Indonesian Rupiah Shines in Volatile Times
The Indonesian rupiah has outperformed most other EM currencies but headwinds may be appearing for the currency as the Fed starts raising rates and...
Gautam Jain, PhD, CFA
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282 Views
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bullish
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Cross Asset Strategy
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20 Jul 2024 04:00
Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
Steno Research
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18 Views
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bullish
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Cross Asset Strategy
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17 Jul 2024 16:03
Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
Steno Research
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196 Views
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bearish
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Macroeconomics
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20 Jun 2024 09:41
EM Watch: Is the Chinese copper demand down 40%?
Welcome to our weekly EM and Metals editorial. It’s hard not to talk about China again this week, given the importance of the metals trade for...
Steno Research
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878 Views
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bullish
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Macroeconomics
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06 Jun 2024 09:53
EM Watch: The China bet and the copper story are both old hat by now
Welcome to our weekly EM editorial where we travel across the liquid EM markets in the context of recent developments in USD markets. ISM Services...
Steno Research
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1.3k Views
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