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Niall Ferguson
Historian, Author
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Тезис
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02 авг
$175.25
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Brazil's public debt has risen rapidly, and with real interest rates above the growth rate, a traditional Latin American debt crisis can arrive quickly unless there is urgent fiscal reform. Political obstacles—lack of a radical reform figure like Milei and a divided right—make such reform unlikely, implying more pain and worsening fiscal dynamics.
Тематические ETF
Шорт
05 авг
$36.09
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Brazil's public debt has risen rapidly under President Lula, and with real interest rates well above economic growth, a classic Latin American debt crisis can arrive quickly unless urgent fiscal reform is enacted. Political barriers, including Lula's electoral skill and division of the right, further darken the fiscal outlook.
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02 авг
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The US dollar remains the dominant reserve currency with no clear successor. Europe is a museum, Japan an elderly care home, China a jail, and Bitcoin an experiment. The dollar's role hasn't shifted since the 1990s, and US economic outperformance supports it. Only a US military defeat, such as losing a war with China over Taiwan, could threaten that dominance.
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У Niall Ferguson на Buzzberg отслеживается 3 торговых идей по 3 тикерам с августа 2026. Чаще всего покрывает: BOVA11.SA, DXY, EWZ.
