Super September for EM Bond Sales

The video discusses various factors influencing the market, including the post-holiday period, interest rate expectations, and the demand for emerging market securities due to negative yields globally. It highlights the potential impact of the upcoming US election on market volatility. Saudi Arabia's significant bond sale is noted as a unique opportunity for investors. The video also covers Brazil's market recovery following political changes, with a focus on the shift in investor behavior as locals return to the market while foreigners exit.

Discuss the impact of Brazil's political situation on its equity market.

What trends are observed regarding local and foreign investments in Brazil?