Análise de mercados

Reflexões do Mercado

Notas Outubro 2018

voltar

Published 15/10/2018

Conheça as reflexões outubro de 2018 do nosso Economista chefe, Alex Fusté.

Conheça as reflexões outubro de 2018 do nosso Economista chefe, Alex Fusté.

Italy & Brussels standoff - Tension will go unresolved until May 2019. Will not go far enough to cause financial panic

Italy & Brussels standoff - Tension will go unresolved until May 2019. Will not go far enough to cause financial panic

File pdf 154 KB

Baixar
Will the Fed read into the last home sales number?

Will the Fed read into the last home sales number?

File pdf 234 KB

Baixar
Understanding what lies behind the recent rise in UST yields

Understanding what lies behind the recent rise in UST yields

File pdf 155 KB

Baixar
Can US corp profits continue to grow at a 20% rate in 2019?

Can US corp profits continue to grow at a 20% rate in 2019?

File pdf 329 KB

Baixar
China - GDP growth slowed last quarter. Policy support gains traction

China - GDP growth slowed last quarter. Policy support gains traction

File pdf 201 KB

Baixar
Negativismo en el mercado, pero correcciones controladas. Visión.

Negativismo en el mercado, pero correcciones controladas. Visión.

File pdf 0 bytes

Baixar
18/10 - What's behind the recent -10% fall in oil price. Outllook

18/10 - What's behind the recent -10% fall in oil price. Outllook

File pdf 161 KB

Baixar
15/10 - China markets lower on Monday but relevant news emerged during the weekend

15/10 - China markets lower on Monday but relevant news emerged during the weekend

File pdf 155 KB

Baixar
10/10 - Understanding the factors that lie behind the recent rise in yields. What's next

10/10 - Understanding the factors that lie behind the recent rise in yields. What's next

File pdf 250 KB

Baixar
09/10 - Last IMF projections - India as the world leading economy

09/10 - Last IMF projections - India as the world leading economy

File pdf 195 KB

Baixar
08/10 - China is stepping up its monetary easing. Q&As. Outlook

08/10 - China is stepping up its monetary easing. Q&As. Outlook

File pdf 151 KB

Baixar
08/10 - Brasil - Bolsonaro y Haddad se enfrentarán en segunda vuelta

08/10 - Brasil - Bolsonaro y Haddad se enfrentarán en segunda vuelta

File pdf 0 bytes

Baixar
08/10 - Beijing follows the footsteps of Donald Trump and undertakes an ambitius fiscal reform

08/10 - Beijing follows the footsteps of Donald Trump and undertakes an ambitius fiscal reform

File pdf 144 KB

Baixar
05/10 - Bono del Tesoro USA alcanza el 3.20%. Debo empezar a comprar

05/10 - Bono del Tesoro USA alcanza el 3.20%. Debo empezar a comprar

File pdf 503 KB

Baixar
01/10 - A quick assesment of the new USMCA. Some bullet points

01/10 - A quick assesment of the new USMCA. Some bullet points

File pdf 147 KB

Baixar
01/10 - A harsh reaction from the EU against Rome as a central scenario

01/10 - A harsh reaction from the EU against Rome as a central scenario

File pdf 133 KB

Baixar