Brazilian fixed income Loading... : Investor Sentiment and Bull/Bear Views

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23:25
Sep 15
Matheus Spiess Analista, Empíricus Research Market Makers
Fiscal adjustment favors Brazilian fixed income.
Fiscal adjustment is inevitable for Brazil; if a credible adjustment framework is presented, it anchors expectations and creates room for interest rate cuts. Although austerity may slow the economy in the short term, the market should anticipate a subsequent improvement, favoring Brazilian fixed income.
MED
01:00
Jul 03
André Jakurski Sócio-fundador do Pactual e da JGP Market Makers
Avoid 100% Brazilian fixed income
With Brazil's growing debt, extremely high real interest rates, and the risk of a credit event or debt restructuring, holding all of one's wealth in Brazilian fixed income is not advisable. A diversified portfolio including real assets and shares of solid, non-tech-disrupted companies provides better protection.
MED
23:26
Jun 15
Paolo Di Sora Sócio fundador, gestor da RPS Capital Market Makers
Evitar renda fixa; imposto inflacionário à frente.
A renda fixa brasileira é o pior investimento no momento, pois o país enfrentará algum tipo de imposto inflacionário ou repressão financeira para fechar as contas públicas. O investidor deve reduzir drasticamente a exposição a títulos de renda fixa locais, pois o retorno real será corroído e haverá perda de poder de compra.
MED

About Brazilian fixed income Investor Commentary

Across the available history and selected sources, Buzzberg tracks Brazilian fixed income across 1 sources: 1 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 33% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Matheus Spiess, André Jakurski, Paolo Di Sora.