Brazil:

1. Government extremely worried about inflation (“Dólar fecha no menor nível desde julho de 2012, a R$ 2,002; BC faz leilão“)

2. Real estate prices should stay flat (or fall?) for years to come (“Preço do imóvel deve subir menos em 2013“).

3. Money flowing out of Bovespa (“Aplicação no exterior ganha força entre os investidores” & “Bovespa cai 1,87% e anula ganhos acumulados no ano“)

4. Abilio x Casino: Part 58 (“Abilio acusa Pão de Açúcar de colocar sua vida em “risco”)

 US/World:

1. Bull Market in Treasurys Far From Over: Capital Economics (WSJ)

2. Time for a correction in S&P? (“JPMORGAN’S TOM LEE: It’s Time For Investors To Take Some Risk Off The Table“)

3. Posh PIMCO and its new building… signs of the bond bubble? (Calculated Risk)

4. Is AAPL undervalued? (BI)

 

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4 Responses to Monday’s Hot Links: Brazil & U.S.

  1. Rodrigo Rodrigues(Official) says:

    Dear Brazilian Bubble try using more Specific topics.
    Too much gloom and doom will drive us crazy:) I know all hell is about to break lose but that’s just over overwhelming.

  2. A queda do dólar está relacionada com a possível saída de alguns estrangeiros do mercado à vista, além da rolagem de 37 mil swaps cambiais anunciadas hoje que vencem no dia primeiro de fevereiro. Estes contratos serão substituídos e por consequência acabam colaborando para a valorização do dólar no mercado brasileiro. Preço subir menos não é característica de olha, onde há elevação forte e constante dos ativos. Não é o caso do mercado imobiliário brasileiro, houve forte valorização, mas de curto prazo (2010-2011).

  3. Enki Ea says:

    Please why not comment on the fragrant money laundering by HSBC Bank in Brazil?
    You above all should know what the bank has been doing lately, don’t you?
    If not, check around, you’ll be amazed.

  4. frank stein says:

    BRAZIL NEEDS TO PAY FOR PETRO DISTILLATES THEREFORE THEY WILL TRY TO PUMP UP THE REAL. THE CONSEQUENCE WILL BE A DECREASE IN EXPORT SECTOR MANUFACTURING JOBS, INCREASED STAGFLATION AND FURTHER DECLINES IN PRODUCTIVITY AND GDP IF THE TRANSPORT SECTOR CANNOT PASS ALONG PRICE INCREASES IN DIESEL COSTS. BUSES WILL BE TAKEN OUT UNTIL THEY CAN PASS ALONG HIGHER COSTS. GOVERNMENT DEMAGOGUERY WILL TRY TO PREVENT REALITY FROM HAPPENING.

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