Brazil ETF inflows as rate cuts near

本站添加: 2026-05-26

[00:00:00]What if I told you money is leaving the US and flowing somewhere else? Here's where it's going. When growth stocks underperform in America, growth capital doesn't disappear. It rotates. It finds growth somewhere else. Right now, that somewhere else is emerging markets, specifically places like Brazil. Here's why Brazil is interesting. They have the highest real interest rates in the world, over 11%. That's a massive gap that has to close. When rates come down, and they're expected to start cutting in March, it's rocket fuel for their stock market. The Brazilian equity ETF is already up 50% in the past 12 months and most US investors haven't even noticed.

[00:00:35]The money is already moving. The question is whether you see it or miss