Sentiment Ideas • 4 min read Brazil Equities: A Sentiment Round Trip? Last week, we described sentiment in Brazilian equities as bullish, but not yet extreme. Sunday’s surprise election result and…
Sentiment Ideas • 11 min read Brazil: Bullish, but Not Yet Extreme Brazilian equities have rallied strongly since the first round of the presidential election. Investors have marked up the probability of…
Sentiment Ideas • 8 min read US Treasuries: Bearish, But Not Capitulation US Treasuries have had a terrible run. Returns have fallen sharply and investor sentiment has deteriorated alongside them. But after…
