Macro Strategy: Bolsonaro Bossa Nova

  • Popular support and business confidence a tailwind for Brazil’s new government
  • Guedes driving through economic reforms will be positive for Brazilian assets
  • Meanwhile, China is in a rough patch this quarter; we buy BRL/CNY

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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