Financial Insights That Matter The dollar strengthened to the highest level in two months as former president Donald Trump defended proposals to drastically increase tariffs on foreign imports. The Bloomberg Dollar Spot Index advanced as much as 0.3% on Tuesday as the Republican candidate mentioned trade policies with economies such as Mexico, Europe and China […]
Financial Insights That Matter Donald Trump quickly made his mark on financial markets as his march to victory in the US presidential election boosted the so-called “Trump trade” across assets. Stock markets rise in the US, with S&P futures up 2.3%; the dollar recorded its biggest gain against major currencies since 2020; Treasury bonds fell; […]
Financial Insights That Matter Currency strategists are revising their forecasts for the euro after the US elections and arriving at a new projection: a decline towards parity with the dollar. At least 10 banks — including Barclays, Deutsche Bank and Nomura International — cut their forecasts last week, a turnaround from previous months when many […]
Financial Insights That Matter The dollar gained ground, erasing much of Monday’s decline, after President-elect Donald Trump said the United States will impose more tariffs on key trading partners. The overseas Chinese yuan fell 0.3% against the dollar after Trump said he would impose additional 10% tariffs on goods from China. He also promised to […]
Financial Insights That Matter Brazilian multimarket fund managers took advantage of the deterioration in domestic assets to boost their gains and beat the CDI reference rate again in November. Bets on a rise in the dollar and interest rates on futures contracts traded on B3 were winners in the month, in which the local market […]
Financial Insights That Matter Wall Street is beginning to rethink its stance on the dollar as President-elect Donald Trump’s policies and the Federal Reserve’s interest rate cuts are likely to put pressure on the currency in late 2025. From Morgan Stanley to JPMorgan Chase, about half a dozen sell-side strategists now predict the currency will […]
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 […]