Tag Archives: commodities

China’s ongoing economic slump has sparked turmoil on world markets, but it’s been particularly challenging for Brazil, which ships 40 percent of its exports to the country. How much does Brazil stand to gain from a stabilization in Chinese demand? Find out what Credit Suisse Chief Economist James Sweeney had to say at Credit Suisse’s 2016 Latin America Investment Conference about the outlook for China and its consequences for Brazil.  

SWAP spreads recently took a nosedive and are once again trading at negative levels, even for shorter maturities. As can be seen from the chart below, treasury yields, here represented by the 10 year maturity, rose during QE policies programs contradicting the very raison d’être spouted by the central bankers. Interestingly enough we also see the same pattern in SWAP spreads. As QE programs were enacted SWAP spreads started to move upwards, just to rollover as the central bank program...