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Tag Archives: Brazil

It’s Monday Again!- Brazil sets off Dollar’s return on the wrong foot, but EMs it seems to be (July 22-July 26, 2013 – US Economy & Markets)

  Firstly, it wasn’t us to blame for not starting you off on Monday the last 2-3 weeks as we did deliver the Bank results and well, you have not … Continue reading

July 22, 2013

US Morning Report: Earnings Report surprises keep the blight off the crop

..Who will take care of the Drought! In a manner of speaking, record yields in US agriculture of no avail as it takes a 40% downtick in production to get … Continue reading

July 17, 2012 · 2 Comments

Global Moves: Brazilian lending crosses 50% of GDP, Korean manufacturing up

Samsung and Kia/Hyundai are going strong as US Imports have held up and thence production Korea sustained at 83 levels. Meanwhile in Brazil Bank credit always in short supply because … Continue reading

June 27, 2012

US Morning Report : Current Account Deficit stays at 2011 levels, futures trade up

After the full year 2011 Current Account Deficit reported a $473 B in March, today’s data for Q1 remains a large $132 B and apparently it does not hurt the … Continue reading

June 14, 2012 · 1 Comment

US Economy: Europe looks good, not UK and the MBA report not OK

Its AFSCME! The Association that owned 7101 shares settled with Goldman Sachs with John Bryan likely stepping into the new role of Lead Director at Goldman Sachs who can steward … Continue reading

March 28, 2012

Why GIC and Temasek bought into BTG Pactual! | Deal insight

Let’s face it. For all the discussions about BRIC exploding into the Top 10 economies ahead of US and Western Europe, Brazil has been troubled for 2 out of 4 … Continue reading

March 8, 2012

US Economy: Global growth slowdown gets S&P, Brazil, Greece and the GOP candidates (Global Pre-markets Round up)

Super Tuesday was a much sombre affair though it seemed to be in different circles than the S&P worst one day crash that hit Tuesday early. With barely 200 delegates, … Continue reading

March 7, 2012

The Global Mega Deal Wars: FedEx vs UPS : UPS bids for 26,000 trucks, 47 planes & TNT | Deal Insight

The surface logistics business ( only of parcel deliveries) got murky back in 2005 when Mr Brown came over with the latest technology in difference and deals were signed with … Continue reading

February 18, 2012

Ewww Is this Brazilian Coffee for real? | Commodity insight

As WSJ tell us like the Chicory mixed in Indian fiter coffee, millions of tonnes of Brazilian Coffee is exported every year to become the bedrock of filter bags and … Continue reading

February 12, 2012 · 1 Comment

Aussie Mining Resources push China outward FDI | Deal Insight

After $28 bln outward FDI in first 5 months of 2010, China continued to grow its global footprint with a 15% share of aussie M&A this year. Even with Chinese … Continue reading

January 30, 2012 · 4 Comments