Financial Insights That Matter Wall Street is starting to sour on the dollar as the president-elect’s policies Donald Trump and interest rate cuts from the Federal Reserve will likely put pressure on the US currency in the latter part of 2025. From Morgan Stanley to JPMorgan Chase, about half a dozen sell-side strategists predict the […]
Financial Insights That Matter The recent rise in the dollar against the Brazilian currency has exposed a vulnerability in some of the country’s largest companies. The rise of more than 20%, which gained momentum this week and began to engulf other parts of the domestic market, has made it significantly more expensive for companies to […]
Financial Insights That Matter The dollar rose to the strongest level in more than two years after the Federal Reserve signaled a slowdown in the pace of monetary easing next year. The Bloomberg Dollar Spot Index rose 0.6% on Wednesday, its highest level since 2022. It is up almost 7% so far this year, winning […]
Financial Insights That Matter Brazilian shares had their worst performance in 2024 in the last three years. Ibovespa, the country’s main stock index, fell 10.4% in the period, slightly less than what was recorded in 2021, at 120,283.40 points. And the scenario ahead remains uncertain, with the prospect of continued high interest rates and fiscal […]
Financial Insights That Matter Goldman Sachs Group revised upward its forecasts for the dollar, citing the strength of the US economy and the likely imposition of higher tariffs that could slow monetary easing. “We expect the dollar to rise about 5% over the next year due to the implementation of new tariffs and continued U.S. […]
Financial Insights That Matter O dollar should fall below R$6 in the coming months with the fiscal risks already priced in by the financial market and the help of higher interest rates in Brazil, says Carlos Carranzaportfolio manager at Allianz Global Investors based in London. “We have a constructive view of the real and, if […]