For asset managers, U.S. rate cuts and China’s stimulus package could lead to stock market recovery 10/01/2024 September felt like all of 2024 unfolded in a single month. It featured the expected rate cut by the U.S. Federal Reserve, a hike in Brazil’s Selic policy rate, and even stimulus measures for China’s economy. The renewed […]
While many firms refinanced debt during lower spreads, several sectors remain highly leveraged 10/01/2024 The ongoing Selic benchmark interest rate hike, which began in September, is expected to impact the financial performance of companies raising funds through the debt market, particularly those in highly leveraged sectors such as retail, car rentals, and healthcare. However, the […]
Credit rating agency says that if fiscal performance is weak during strong economic growth, it may deteriorate further during an unexpected slowdown 09/27/2024 Despite Brazil’s surprising economic growth this year, the country’s fiscal performance has been “weaker than anticipated,” maintaining high uncertainty regarding public finances, according to Fitch Ratings. “Economic outperformance may partly result from […]