XP Asset: Biggest US Market Risk Is Being Uninvested
Published 1 d ago1 sourceEvidence: Reported
Goldman Sachs reiterates an overweight stance on Brazilian stocks, citing underweight investor positioning and potential upside for rate-sensitive equities following the presidential election. The recommendation includes a strategy using the EWZ ETF, implying a bullish view on Brazilian risk assets. The note is a reiteration of an existing call, not a new development, and its market impact depends on follow-through flows.
Entities
Published 1 d ago1 sourceEvidence: Reported
Published 1 d ago5 sourcesEvidence: Unknown
Published 1 d ago1 sourceEvidence: Reported
Published 2 h ago7 sourcesEvidence: Reported
Published 4 h ago7 sourcesEvidence: Reported
Published 1 d ago4 sourcesEvidence: Reported
Published 11 h ago5 sourcesEvidence: Reported
Published 3 h ago3 sourcesEvidence: Reported