JP Morgan Lowers Recommendation of the Real and Titles After Lula's Victory
8 Articles
8 Articles
A significant recalcification in the domestic markets is expected by the strategists of J.P. Morgan on Monday, in the wake of the unexpected re-election of President Luiz Inácio Lula da Silva (PT). In view of the assessment that it is unlikely that economic policy will suffer significant changes, the bank claims to believe that a circuit breaker is activated in the Brazilian stock exchange, in addition to having already lowered its recommendatio…
A violent wave of liquidations sweeps through Brazilian assets after the re-election of Lula da Silva, as investors massively withdraw positions that had been based on the expectation of a victory for Flavio… Brazil: Bleeding in the markets after Lula's victory – Stocks sink, currency and commodities under pressure - ΙΝΑΦΤΕΜΟΠΟΡΙΚΙ
Brazilian markets can open in strong fall after the unexpected victory of the president of the Republic, Luiz Inácio Lula da Silva (PT), over Senator Flávio Bolsonaro (PL), but investors should consider the correction as a possible opportunity to buy, said Rohan Daswani, of Gavekal Research, in comment. According to him, the prices of the assets were reflecting [...]
Bank sees need to review asset prices after election results and alerts for possible triggering of mechanisms that interrupt negotiations on Monday (26)
JP Morgan lowered the recommendation of the royal and national public titles from "overweight" to "marketweight" after President Luiz Inácio Lula da Silva (PT) beat Senator Flávio Bolsonaro (PL) in the second round of the elections on Sunday (25), and win his fourth term. Read more (10/26/2026
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