Brazil Sovereign Debt: The Ballot Moved, the Budget Has Not
Brazil's first round repriced the curve before a single fiscal number changed; the question now is how much consolidation investors have already...
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Primer: iShares MSCI Brazil Small-Cap (EWZS US) - Oct 2026
Pure-Play Domestic Brazil Exposure: The iShares Brazil Small-Cap ETF (EWZS US, Last Price: $15.7300) provides global institutional allocators...
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Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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Energy Cable #48 – Natural Gas Longs to Scholz: “Thank You!”
Last week’s much anticipated OPEC meeting concluded with the decision to cut production further by 1 million barrels per day.
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EM by EM #29: Biden’s Party, EM’s Hangover & Scholz’s Nightmare
Here at Steno Research, our primary concern has been growth rather than inflation since around the end of H1. While this divergence is gradually...
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