Marcelo Porto
Marcelo Porto
becoming blue internet looks
It looks like it is becoming Brazil's first Internet blue chip.
week
This is more to do with profit-taking at the end of a week of extraordinary gains.
explains houses looking rise small
Some houses are looking for a small cut, which explains the rise we're seeing.
argentina attention complexity problems returned
The attention has returned to the complexity of the problems Argentina faces.
positive since time
It's been a long time since we've had such a positive macroeconomic outlook.
influenced movement rise
The movement was influenced by the rise of the dollar.
recently stocks
Stocks that were most favored recently are being penalized now.
expect
I think we exaggerated the euphoria. The least we could expect was some profit-taking.
bet bit funds market opportunity sell taking
The market has been a bit bearish. My bet is some funds are taking the opportunity to sell some stocks.
linked saying stay
Many are saying that it is the end of their liquidity. But I think they will stay for a while, because there are too many derivatives linked to the receipts.
market measures moment reduction results shows
The moment that the market shows that the measures are having results we could see a reduction in rates.
badly companies good outside reporting suffering volatility
Companies may be reporting good results, and in macroeconomic terms, we are not badly off. But we are suffering from volatility outside (Brazil).
bit correction happen hardly market might rise room today
The rise today was hardly explicable and I think the market is a bit dangerous. There's big room for a correction still and it might happen any time.
effect positive risk
As Brazil's risk falls, this should have a positive effect on financials.