Brazilian credit Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
21:00
Jan 28
Jan 28
Brazilian credit risk-reward is unattractive.
He does not like credit in Brazil because the risk delta is incompatible with the return delta; investors assume much more risk than they are compensated for, with only rare exceptions.
HIGH
23:00
Jan 19
Jan 19
Brazilian asset premiums too low for risk.
Bruno says the market is complacent about Lula continuity and that Brazilian asset prices do not reflect the risk of a Lula reelection. Equity and debt risk premiums are very low, NTN-B implied inflation is low, and credit investors lack sufficient premium for the macro adjustment that would likely be forced. If Lula is reelected, Brazilian assets would reprice sharply lower.
HIGH
About Brazilian credit Investor Commentary
Across the available history and selected sources, Buzzberg tracks Brazilian credit across 1 sources: 0 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 0% = 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. 2 total trade ideas tracked. Latest voices: Daniel Leichsenring, Bruno Cordeiro.