Primer: Embraer SA (EMBR3 BZ) - Oct 2025
Record Backlog Signals Strong Demand: Embraer's firm order backlog has reached a record high of $31.3 billion, a 38% year-over-year increase,...
423 Views
LATAM:Â The Conviction Overweight in a Benchmark-Driven World
LATAM remains a core and consensus overweight among active EM managers, with 85% of funds positioned ahead of the MSCI EM benchmark
228 Views
China and Japan Breaking Out -- Buy; Bullish Outlook Intact; U.S. Dollar (DXY) Remains Weak
China's Shanghai Composite and Japan's TOPIX and TOPIX Small indexes Breaking Out -- Buy; Bullish Outlook Intact on global equities $ACWI; U.S....
456 Views
Upgrading Europe to Overweight; Monitoring U.S. (S&P 500) For a Downgrade; Buy Gold Miners and More
Upgrading Europe to Overweight; Monitoring U.S. $SPX for a Downgrade to Market Weight. $ACWI and $SPX likely bottoming here at 200-day MAs. Bullish...
524 Views
Rotation Continues; Bullish Outlook Intact; Buys in Global Financials, Industrials, Discretionary
Rotation Continues; Bullish Outlook Intact as $ACWI and $EEM hold above $110 and $41-42; Buys in global Financials, Industrials, and Consumer...
487 Views