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(1) BRL is Cheap, But Not Yet a Buy (4 min read)
Reuven Benichou gave his view on why it’s not yet time to go long BRL, despite the sharp selloff in Brazilian markets this week. Political noise, fiscal worries and rising inflation are three key reasons.
(Reuven Benichou│ 26th February, 2021)
Cloudy with a chance of tariffs: the impact of policy uncertainty on the global economy (Bank Underground, 6 min read)
Pulling Up the Inflation Anchor (Project Syndicate, 3 min read)
What happens if bitcoin succeeds? (VoxEU, 4 min read)
A deep learning algorithm for optimal investment strategies (ARXIV, 13 page read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)