Macro Research Focus: Yields remain under pressure but equities show resilience; Brazilian general election and AI trends

Main pointsYield pressures on sovereign bonds have likely peaked, with a favorable outlook for a euro rebound and declining U.S. and German government bond yields. Although G4 sovereign bond yields

CSOPOct 8 05:35

Boosted by First-Round Election Results, Brazilian Stocks Attract Record $2 Billion in Single-Day Net Foreign Inflows

Driven by growing market expectations that, if opposition presidential candidate Jair Bolsonaro wins, he will tackle Brazil's worsening fiscal challenges and pave the way for interest-rate cuts,

Sina FinanceOct 7 22:25

Brazil Local Markets: More Green Than Yellow—Upgrading the Real and Brazilian Bonds to Overweight

Main pointsThe election results have reduced uncertainty, significantly boosting the odds of a Bolsonaro victory and boding well for market-friendly reforms. The first-round presidential vote showed

CSOPOct 6 22:47

Brazilian General Election: Flavio Leads in First Round, Advances to Runoff

Main pointsThe presidential election has gone to a runoff, with Flávio Bolsonaro unexpectedly taking the lead in the first round. Incumbent President Lula (left) and Flávio Bolsonaro (right) will

CSOPOct 5 22:36

Trump advisor calls on Powell: Leave the Federal Reserve immediately!

U.S. President Trump's top economic adviser, Hassett, has once again publicly called for former Federal Reserve Chairman Powell to step down from the Federal Reserve Board.

Jin10Oct 5 11:37

Express News | No candidate won in the first round of Brazil's presidential election; a second round will be held.

On the 5th, local time, according to the latest vote-counting results from the first round of Brazil's 2026 presidential election, none of the 12 candidates secured a majority. The two leading contenders, Flávio Bolsonaro and Luiz Inácio Lula da Silva, will advance to a second-round runoff on October 25. (CCTV News)

LatestOct 5 08:03