iShares Inc iShares MSCI Brazil ETF (EWZ)

Brazil's President, Luiz Inácio Lula da Silva issued a warning Thursday, July 10, about potential retaliatory tariffs if the U.S. proceeds with its planned 50% tax on Brazilian imports from Aug. 1.

A quiet day on Wall Street turned into a major win for airline investors Thursday, as Delta Air Lines Inc.

MercadoLibre stock was down more than 3% in Thursday trading after Trump threatened a 50% tariff on Brazil, MercadoLibre's largest market.

Europe is, again, facing extreme difficulties. But this time, it feels different and more profound.

I’ve mentioned the appeal of going short Brazil (by way of the EWZ option) many times this month. I’m pleased to see this thing finally reversed hard on Wednesday and added to those losses today.

Reviewing the ETF movement throughout this week.

The iShares MSCI Brazil ETF (EWZ), which tracks Brazilian firms, fell 2% in extended trading.

Emerging markets thrive despite tariff chaos, best positioned to weather volatility: India, UAE, LatAm, and Australia stand out. Defensive sectors and gold are also key for a tariff-resistant portfolio.

Whereas the US is down low single digits this year, most other countries have in that time risen well into the double digits.

In an era of global economic shifts, investors are increasingly looking beyond U.S. domestic markets to diversify and maximize returns.

A clear rotation into these cheap markets might only be the start for investors to consider sending their capital to these emerging markets today.

The 2025 budget targets a 15 billion reais ($2.66 billion) primary surplus, higher than the initial 3.7 reais.

I’m not going to be happy until the entirety of the index gains from 2009 are destroyed.

With earnings season in full swing, there’s no such thing as a dull afternoon.

There's something to be said for active management; if I had just sort of crossed my arms and let the Sling and Arrows of Outrageous Fortune come along, it would have been bad. As it is, my 13 bearish positions are holding up nicely.

Since the elections a little over two and a half months ago, the S&P 500 (SPY) has risen 5.42% through today. That's better than any of the other key country ETFs.

Brazil has a budget deficit that's 10% of GDP. In other words, it's spending significantly more than it earns in revenue.

There's more to the Brazil story, especially since Brazil's story isn't strictly about Brazil. With markets there spiraling into chaos, the government is down to blaming 'speculators'.

Brazil's real plunges as investors doubt Lula's budgetary plans. Finance Minister warns of speculative attacks, currency falls further. EWZ down 34% in 2024.

Mexico's President has ordered a review of a bill to ban open-pit mining, citing its importance to the economy and potential impact on key resources.

South Korea (EWY) is by far the worst performer today and it is also now the only one trading at a 52-week low too. 

With just hours until election day, let’s look at five ETFs which seem to suggest lower equity prices ahead.

In this video, I discuss the recent Tesla event and take a closer look at some stocks outside of the US.

Chinese equities, as proxied by the MSCI China ETF MCHI, are now up close to 26% since September 13th.

Brazil's central bank expected to raise interest rates for the first time in 2 years due to heated economy and inflation outlook, in line with Fed.