Analisis tecnico 📈, trader, mercados 🇦🇷 🇧🇷 🇺🇸 y research. No soy asesor financiero. Escribo para @forbesargentina y @ilfoglio_it
Joined February 2018
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🇦🇷Tebb🇮🇹 retweeted
LAS EXPORTACIONES ALCANZARON UN RÉCORD HISTÓRICO EN SEPTIEMBRE
✅ Las exportaciones de bienes crecieron 23,5% interanual en septiembre, ascendiendo a USD10.036 millones y superando por primera vez en la historia los USD10.000 millones mensuales. Asimismo, la balanza comercial registró un superávit de USD2.976 millones en el mes
✅ Los cuatro grandes rubros registraron crecimiento interanual en el mes. Las exportaciones de Combustibles y Energía se incrementaron 89,1%, en tanto las Manufacturas de Origen Industrial, las Manufacturas de Origen Agropecuario y las de Productos Primarios aumentaron 17,5%, 16,8% y 9,2%, respectivamente
✅ Las exportaciones de Combustibles y Energía fueron las más altas de la historia para un mes, en tanto las de Manufacturas de Origen Industrial fueron las mayores desde noviembre de 2012
✅ Las exportaciones se incrementaron 8,6% mensual en términos desestacionalizados y 0,6% mensual en el indicador tendencia-ciclo
#Latam
SANTANDER: GLOBAL OUTLOOK BECOMES MORE FAVORABLE FOR BRAZIL AND LATIN AMERICA
SANTANDER: AI CONCERNS SHIFT FROM VALUATIONS TO CREDIT RISK
SANTANDER: GROWING DOUBTS OVER COMPANIES' ABILITY TO FINANCE CAPEX AND GENERATE RETURNS
SANTANDER: POTENTIAL ROTATION INTO MARKETS LESS EXPOSED TO AI CONCENTRATION COULD BENEFIT LATAM
SANTANDER: TIGHTER BRAZILIAN ELECTION RACE COULD TRIGGER PROFIT-TAKING AND DEMAND FOR HEDGING
SANTANDER: LONG-ONLY INVESTORS IN BRAZIL APPEAR UNDERPOSITIONED, LEAVING ROOM FOR INFLOWS
SANTANDER EXPECTS BRAZIL 3Q REVENUE GROWTH OF 6.7%, EBITDA GROWTH OF 12.1% AND NET INCOME GROWTH OF 8.3%
SANTANDER: EBITDA FOR OIL, GAS AND PETROCHEMICAL COMPANIES EXPECTED TO RISE 46.9% ON HIGHER OIL PRICES
SANTANDER: EBITDA GROWTH FOR BRAZILIAN COMPANIES EXCLUDING COMMODITIES EXPECTED AT JUST 3.2%
SANTANDER: LOWER FINANCING COSTS AFTER A PERIOD OF HIGH SELIC RATES SHOULD SUPPORT EARNINGS
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BTG: FINAL WEEK OF THE ELECTION CAMPAIGN BEGINS WITH FLÁVIO REMAINING THE FAVORITE
BTG: LULA'S RECENT ANNOUNCEMENTS HAVE NOT BEEN ENOUGH TO OVERTURN FLÁVIO'S FAVORITE STATUS
BTG: JORNAL NACIONAL INTERVIEWS AND BAND DEBATE SHOWED A CLOSE RACE BETWEEN LULA AND FLÁVIO
BTG: INTERVIEWS AND DEBATE FAILED TO SWAY UNDECIDED VOTERS TOWARD EITHER CANDIDATE
BTG: OVERALL OUTCOME IS POSITIVE FOR FLÁVIO; LULA WAS THE ONE WHO NEEDED AN EXTRAORDINARY PERFORMANCE
BTG: LULA GOVERNMENT'S STRATEGY THIS WEEK INCLUDES EARLY PAYMENT OF BOLSA FAMÍLIA BENEFITS
BTG: LULA GOVERNMENT'S STRATEGY THIS WEEK INCLUDES SUBMITTING A CONSTITUTIONAL AMENDMENT ON PUBLIC TRANSPORTATION
BTG: CANDIDATE MAKING MORE MISTAKES IN FRIDAY'S GLOBO DEBATE COULD SUFFER ELECTORAL DAMAGE
BTG: LULA'S INNER CIRCLE DISCUSSES IMPROVING HIS PREPARATION FOR THE GLOBO DEBATE
BTG: FLÁVIO'S FIRST-ROUND LEAD IS LIKELY TO HOLD IN THE SECOND ROUND
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BBG: FLÁVIO BOLSONARO LEADS LULA 50.3% TO 49.7% IN VALID VOTES IN BTG PACTUAL/NEXUS RUNOFF POLL
BBG: PREVIOUS BTG POLL SHOWED FLÁVIO AT 51.6% AND LULA AT 48.4% IN SECOND-ROUND SCENARIO
BBG: TOTAL VOTES IN PROMPTED SCENARIO SHOW FLÁVIO AT 46.5% VERSUS LULA AT 45.9%
BBG: LULA GOVERNMENT DISAPPROVAL STANDS AT 42.9% BAD/VERY BAD VERSUS 32.4% GREAT/GOOD
BBG: POLL SURVEYED 2,002 VOTERS OCT 16-18 WITH A MARGIN OF ERROR OF +/- 2 PERCENTAGE POINTS
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COLUNA: QUAEST SAYS THE DEBATE DOES NOT APPEAR TO HAVE PRODUCED A SHIFT IN VOTER PERCEPTIONS
COLUNA: QUAEST QUALITATIVE POLL SHOWS FLÁVIO WITH A SLIGHT EDGE IN THE DEBATE
COLUNA: ON A SCALE OF 0 TO 100, FLÁVIO SCORES 82 POINTS VERSUS LULA'S 79 IN QUAEST POLL
COLUNA: FLÁVIO WAS PERCEIVED AS MORE CONFIDENT, DIRECT AND CLEAR IN SUNDAY'S DEBATE
🇦🇷Tebb🇮🇹 retweeted
Flávio Bolsonaro’s early success in Brazil’s presidential race sparked such euphoria that investors risk overlooking a debt problem running through every corner of the nation’s economy. bloomberg.com/news/articles/…
