Brazil: An Ocean Of Losses - Swimming Naked When The Tide Went Out...
Andrew Hecht - at Seeking Alpha - Tue Feb 10, 5:21AM CST
FBZ: 13.92 (unch), PBR: 6.98 (+0.44), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Gold Turned Upside Down
Joseph Calhoun - Seeking Alpha - Sat Feb 07, 10:21AM CST
By Jeffrey P. Snider After having been subjected to the serious temper of the "dollar" for much of the past few years, with requisite calm periods interspersed, the Brazilian economy is finally reaching the epic inevitability of it all....
FBZ: 13.92 (unch), SGOL: 120.32 (+0.59), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), OUNZ: 12.26 (+0.06), GLD: 117.98 (+0.64), UBR: 25.68 (+0.84), IAU: 11.89 (+0.06), DBBR: 12.77 (+0.26), AGOL: 121.01 (-0.19), EWZ: 35.05 (+0.57)
Recession Ahead For Brazil?
Global Risk Insights - Seeking Alpha - Wed Feb 04, 1:34PM CST
With fiscal adjustment in progress, Brazil’s new Finance Minister announces a trimester of negative growth. However, adverse conditions in the international economy and a severe energy crisis raise concerns over whether 2015 is bound to be a...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), BRAF: 8.01 (+0.42), BRXX: 9.86 (+0.20), BRAZ: 9.39 (+0.06), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), BRF: 18.11 (+0.17), EWZ: 35.05 (+0.57), BRAQ: 12.43 (+0.14), EWZS: 12.18 (+0.19)
Brazil's Painful Return To Orthodoxy Favors Bonds, Not Stocks
Mehran Nakhjavani - Seeking Alpha - Fri Jan 23, 12:48AM CST
After being humiliated by mega scandals, the chastened and newly-re-elected President Dilma Roussef has promised change. And change has come in the form of market-friendly Finance Minister, Joaquim Levy and an unshackled monetary policy committee...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
The Curious Case Of Brazil's Closed Economy
Otaviano Canuto - Seeking Alpha - Wed Jan 21, 1:16PM CST
By World Bank economists Otaviano Canuto, Cornelius Fleischhaker and Philip Schellekens * This post is adapted from a version original published on the Financial Times' beyondbrics . Brazil's is an unusually closed economy as measured by...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Brazil blackout sparks power rationing fears
Seeking Alpha - at Seeking Alpha - Tue Jan 20, 4:49PM CST
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), CPL: 13.01 (+0.33), CIG: 4.29 (+0.10), EBR: 1.81 (unch), UBR: 25.68 (+0.84), ELP: 11.83 (+0.51), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
The Spirit Of Brazil: Fighting For Its Economic Future
The Intercollegiate Finance Journal - Seeking Alpha - Tue Jan 20, 2:38PM CST
by Ethan Grant (click to enlarge) The narrow re-election of the populist candidate President Dilma Rousseff on Oct. 2 was a tentative vote of confidence in the government to manage the country's industries. Running on the promise of reduced...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Brazil Must Focus On Lower Commodity Exposure And Higher Foreign Direct Investment
Michael Grogan - at Seeking Alpha - Thu Jan 15, 6:57AM CST
FBZ: 13.92 (unch), SGG: 37.95 (+0.11), SOYB: 20.03 (+0.20), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), CANE: 11.70 (unch), JO: 29.81 (-0.02), UBR: 25.68 (+0.84), SGAR: 26.08 (unch), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57), CAFE: 20.95 (+1.13)
Global Outlook: The U.S., Canada, And Latin America
Foundational Research - at Seeking Alpha - Tue Jan 13, 12:06PM CST
FBZ: 13.92 (unch), BRZU: 7.37 (+0.36), BZQ: 84.80 (-2.79), EWC: 28.08 (+0.10), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), FCAN: 30.75 (+0.20), QCAN: 55.95 (+1.27), EPU: 30.81 (+0.36), SPY: 209.78 (+0.86), DIA: 180.34 (+0.50), ECH: 41.02 (+0.50), GXG: 12.19 (+0.25), EWZ: 35.05 (+0.57), ICOL: 17.45 (+0.22)
Monthly inflation speeds up in Brazil
Seeking Alpha - at Seeking Alpha - Fri Jan 09, 7:18AM CST
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), BRAF: 8.01 (+0.42), BRXX: 9.86 (+0.20), BRAZ: 9.39 (+0.06), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), BRF: 18.11 (+0.17), EWZ: 35.05 (+0.57), BRAQ: 12.43 (+0.14), EWZS: 12.18 (+0.19)
Wall Street Heathens: How Their Greed And Gambling Became The Axe Of Statist Policy
David Stockman - Seeking Alpha - Fri Jan 02, 11:13AM CST
One of the most unfortunate acronyms ever invented was BRIC. It supposedly embodied an epoch-defining ignition of capitalist growth and prosperity in Brazil, Russia, India and China. And these leading paragons were held to be emblematic of a general...
EWH: 21.78 (+0.10), INDY: 32.71 (+0.35), KBA: 45.53 (+0.31), UBR: 25.68 (+0.84), CHXF: 53.10 (+0.30), INDL: 102.83 (+2.07), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), EWHS: 26.51 (-0.27), YAO: 28.18 (+0.30), INDA: 32.95 (+0.32), ASHR: 35.67 (+0.29), FCHI: 52.73 (+0.52), FXI: 42.98 (+0.27), GXC: 81.15 (+0.54), ASHS: 37.81 (+0.51), XPP: 73.36 (+0.86), KWEB: 33.34 (+0.39), TAO: 21.60 (+0.15), ECNS: 44.71 (+0.36), QQQC: 22.20 (+0.17), HAO: 25.39 (+0.17), MCHI: 52.12 (+0.31), YANG: 9.94 (-0.17), INXX: 13.46 (+0.02), RBL: 17.44 (+0.30), EPI: 23.89 (+0.22), RSX: 18.05 (+0.39), FHK: 40.34 (-0.09), EWZ: 35.05 (+0.57), YXI: 27.30 (unch), PEK: 45.04 (+0.17), BZQ: 84.80 (-2.79), CNXT: 33.89 (+0.56), CQQQ: 36.39 (+0.41), RUSS: 11.59 (-0.81), YINN: 38.57 (+0.69), INP: 76.71 (+1.22), FCA: 23.21 (+0.38), PIN: 23.01 (+0.15), ERUS: 13.75 (+0.28), FBZ: 13.92 (unch), BRZU: 7.37 (+0.36), CHNA: 35.95 (+0.47), DBBR: 12.77 (+0.26), CHIX: 15.66 (+0.09), KFYP: 63.62 (-1.18), CHIM: 14.70 (unch), CHIQ: 12.98 (+0.17), RUSL: 27.31 (+1.68), CHIE: 13.11 (+0.02), CHII: 13.51 (+0.49), CN: 34.87 (+0.34)
The Fracturing Bubble Down South: Brazil Is Another Victim Of Global Money Printing
David Stockman - Seeking Alpha - Fri Dec 26, 12:55PM CST
Did Bloomberg recently acquire The Onion and fail to announce it? Well, you have to read its lead paragraph about Brazil’s latest outlook twice to be sure: Analysts reduced to 0.55 percent their GDP estimate for 2015 from 0.69...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
What Went Wrong In Brazil?
Scott Sumner - Seeking Alpha - Thu Dec 25, 6:33AM CST
Back in 2012, Paul Krugman did a post praising the "New Economic Policy" in Latin America, which focused on reducing inequality. A few weeks later, he singled out Argentina and Brazil for special praise : Just to be clear, I think...
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Brazilian Real: More Pain Ahead
Rayman Partners - at Seeking Alpha - Tue Dec 16, 3:01AM CST
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), BRAF: 8.01 (+0.42), BZF: 16.16 (-0.05), BRXX: 9.86 (+0.20), BRAZ: 9.39 (+0.06), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), BRF: 18.11 (+0.17), EWZ: 35.05 (+0.57), BRAQ: 12.43 (+0.14), EWZS: 12.18 (+0.19)
Brazil inflation slightly below forecast
Seeking Alpha - at Seeking Alpha - Fri Dec 05, 11:02AM CST
FBZ: 13.92 (unch), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Where Are The Weakest Links Among Commodity Exporters?
Mehran Nakhjavani - Seeking Alpha - Thu Dec 04, 6:52AM CST
Commodity-dependent economies are by nature volatile. During booms, their financial assets appreciate as investors become convinced of their long-term potential, driven by the strong, secular global demand for their exports. Their growth rates rise,...
BZQ: 84.80 (-2.79), INDY: 32.71 (+0.35), AUSE: 52.88 (+0.67), EWC: 28.08 (+0.10), UMX: 33.52 (+1.32), UBR: 25.68 (+0.84), RUSS: 11.59 (-0.81), INP: 76.71 (+1.22), EPU: 30.81 (+0.36), IDX: 24.77 (+0.11), INDL: 102.83 (+2.07), EWA: 23.23 (+0.48), FAUS: 29.80 (+0.56), PIN: 23.01 (+0.15), ECH: 41.02 (+0.50), ERUS: 13.75 (+0.28), INDA: 32.95 (+0.32), NORW: 12.62 (+0.18), FBZ: 13.92 (unch), BRZU: 7.37 (+0.36), DBBR: 12.77 (+0.26), FCAN: 30.75 (+0.20), QCAN: 55.95 (+1.27), EWW: 59.10 (+0.32), DBMX: 24.37 (+0.12), SMK: 24.58 (unch), RUSL: 27.31 (+1.68), INXX: 13.46 (+0.02), ENZL: 39.85 (+0.12), RBL: 17.44 (+0.30), QMEX: 25.17 (+0.45), EPI: 23.89 (+0.22), RSX: 18.05 (+0.39), QAUS: 52.33 (unch), EIDO: 27.72 (+0.16), EWZ: 35.05 (+0.57), ENOR: 24.49 (+0.44)
Brazilian ADRs: How The New Government Policies Will Impact Prices
Adrian Limoli - Seeking Alpha - Wed Nov 26, 2:01PM CST
As you probably heard, the Brazilian market has been showing violent ups and downs lately. But despite the strong moves, many Brazil indexes and ETFs' year-to-date yields are negative. For example, take ProShares Ultra MSCI Brazil Capped ETF ...
GFA: 1.42 (+0.14), GGB: 3.59 (+0.09), UBR: 25.68 (+0.84)
Report: Joaquim Levy named as Brazil Finance Minister
Seeking Alpha - at Seeking Alpha - Tue Nov 25, 11:31AM CST
FBZ: 13.92 (unch), BRZS: 32.02 (+0.64), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), BRAF: 8.01 (+0.42), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), BSBR: 5.07 (+0.19), EWZS: 12.18 (+0.19), PBR: 6.98 (+0.44), BBD: 12.90 (+0.30), BRXX: 9.86 (+0.20), BRAZ: 9.39 (+0.06), VALE: 8.05 (+0.32), GOL: 3.85 (+0.01), BRF: 18.11 (+0.17), EWZ: 35.05 (+0.57), ITUB: 12.63 (+0.46), BRAQ: 12.43 (+0.14)
Between A Rock And A Hard Place: Outlook For Brazil
Russ Koesterich, CFA - Seeking Alpha - Tue Nov 25, 3:04AM CST
Although Brazil may look undervalued, many factors keep us from having a more optimistic view of the country. Investors in Brazil have had the dubious pleasure of undergoing one of the more stomach-churning rides in 2014. In U.S.-dollar terms,...
FBZ: 13.92 (unch), BRZS: 32.02 (+0.64), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), EWZ: 35.05 (+0.57)
Brazilian stocks pop as bank executive among finance minister finalists
Seeking Alpha - at Seeking Alpha - Fri Nov 21, 9:06AM CST
FBZ: 13.92 (unch), BRZS: 32.02 (+0.64), BZQ: 84.80 (-2.79), BRZU: 7.37 (+0.36), BRAF: 8.01 (+0.42), UBR: 25.68 (+0.84), DBBR: 12.77 (+0.26), BSBR: 5.07 (+0.19), EWZS: 12.18 (+0.19), PBR: 6.98 (+0.44), BBD: 12.90 (+0.30), BRXX: 9.86 (+0.20), BRAZ: 9.39 (+0.06), VALE: 8.05 (+0.32), GOL: 3.85 (+0.01), BRF: 18.11 (+0.17), EWZ: 35.05 (+0.57), ITUB: 12.63 (+0.46), BRAQ: 12.43 (+0.14)