September gets off to a rocky start for stocks, with semiconductors plummeting. The S&P 500 index has suffered its worst September opening in years, tumbling over 2% amid renewed worries about overstretched valuations in AI-related stocks and a disappointing manufacturing report. Meanwhile, oil prices have wiped out their entire year-to-date gain, while the Japanese yen surges. In this episode, we're joined by Eirini Tsekeridou, Fixed Income Research expert, who shares her bullish case for Brazilian stocks and bonds.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:38 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:41 Brazilian bond market update by Eirini Tsekeridou (Fixed Income Research)
09:58 Closing remarks by Bernadette Anderko (Investment Writing)
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