Macroeconomy
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Exports, exchange rates and trade: Brazil under the ‘cascading effect’ of US tariffs
What happens in Washington has significant repercussions in Brasilia The volatility of the Brazilian capital market is a natural consequence of its dependence on external factors. Global dynamics directly influence investments, making it essential for companies and investors to understand these impacts and adopt strategies to mitigate risks and seize opportunities in an environment of […]
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Top market trends for 2025
In this new report from AlphaSense, discover the dominant trends and themes for the upcoming year, the macroeconomic factors posing sector-relevant implications, and complementing insights from within the AlphaSense platform. Download it for free below for insights on what experts are expecting regarding recession risks, IPO and deal activity and much more.
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How to talk tariffs: IR in the new era of uncertainty
The US economy is in ‘a period of transition,’ US President Donald Trump told Fox News on Sunday. By close of trading on Monday, the US S&P 500 had dropped almost 3 percent, with tech stocks taking a particularly heavy hit. Weeks of back and forth as Trump threatened tariffs, paused tariffs, reintroduced tariffs – and saw retaliatory levies by affected markets – finally came to a head.
