Alphacast

@alphacast

Alphacast

@alphacast

Joined

March 2021

Members

19

Links

www.alphacast.io/@Alphacast_www.linkedin.com/company/alphacast github.com/alphacastio

matias published in Alphacast / Alphacast Dev Diary
21 hours ago - 2 minutes to read
Alphacast is expanding to Latin America!
Explore Alphacast to discover hundreds of new datasets and analyze the macro and financial dynamics of major economies. Keep track of daily events with the new dashboards and learn how to enhance your own work with our guides and tutorials. New Macro Dashboards Alphacast now hosts thousands of Latin American Datasets for Argentina, Brazil, Chile, Colombia, Mexico, Paraguay, Peru and Uruguay. For each country, we have created an interactive dashboard with at least 30 charts to keep up to date with the short-term economic outlook. Dashboards are updated every day with the most recent data. Remember that you can copy and clone everything you see on those dashboards. Create your own charts or pipelines to transform the data, add your own format and colors and branding. Feel free to reuse everything at your own will. Click on the country name to access its dashboard: Argentina - Brazil - Chile - Colombia - Mexico - Peru - Uruguay Beginners' guides to Latin America Data For every country, we have made a selection of the most relevant and popular datasets. Follow the beginners' guidelines for each country to discover hidden data gems and sources. Find out what are the most relevant datasets...
matias published in Alphacast / Alphacast Dev Diary
06/16/2022 - 1 minute to read
Alphacast Economic Breakfast - Viernes 01/07 9:00
Registrate al evento haciendo click acá...
luciano published in Alphacast / Alphacast Dev Diary
06/10/2022 - 3 minutes to read
It's one small step for Alphacast, one giant leap for data
It's one small step for Alphacast, one giant leap for data Hello, everyone! It's been a couple of weeks since our last update. We have been doing a lot of work under the hood, particularly trying to improve the readiness of the data on the platform, the overall performance of the Notebooks, and the content you see when you interact with Alphacast (i.e. through emails, related datasets, etc). However, there have been major additions to our pipeline engine. Enjoy X new step! New Steps: FRED! If you work with economic data you probably know FRED, the massive database created by the US Federal Reserve Bank of Saint Louis, that claims to have 816,000 US and international time series from 108 sources. You can now access all that data directly into Alphacast, using Alphacast pipelines. Learn more here. New Steps: Wide to Long (melt), Long to Wide (unstack) If you work with data you probably have come to the scenario where you have found the data you need but not in the shape that you need it. A typical example is when data that should be row values are columns or otherwise, a situation that cannot be solved by simply transposing...
lucascosta93 published in Alphacast / Alphacast Staff Picks
05/23/2022 - 1 minute to read
Alphacast Highlight
Peru: Activity contracts 1.3% in March Want to know more about Alphacast? Book a demo here! Want to connect inflation data to Excel? Click here. Peru monthly GDP estimate, produced by INEI, showed a 1.3 % contraction during March. It is the second contraction in a row (-0.3% in February), indicating that the Peruvian economy is showing signs of stagnation due to the worsening condition on the external sector, in the sense of the Ukranian War and the China economic slowdown, and the higher inflation. Trade contracted 13.7% in March, Fishing, 3.7 % and Oil and Gas Extraction and Mining contracted 2.29 %. Construction and Manufacture grew 4.51% and 0.79 % respectively. Despite the recent slowdown, Peru is one of the countries that registered the highest rates of growth in the last decade (30 %), falling behind only to Colombia. However most of this growth happened before the pandemic. During the pandemic, Peru registered the largest drop of the region and since it's recovery it has been struggling to return to its pre-pandemic growth trend. Related content: - Click here to access the INEI- Monthly GDP...
camila published in Alphacast / Alphacast Dev Diary
05/20/2022 - 1 minute to read
Alphacast Economic Breakfast - Martes 24/05 9:00
Registrate al evento haciendo click acá 2203 - 930...
lucascosta93 published in Alphacast / Alphacast Staff Picks
05/09/2022 - 1 minute to read
Brazilian Exchange Rate
by Robin Brooks "We're in the middle of a disorderly rise in long-term US real yields, which is weighing on all EM, including Brazil's Real. The more disorderly this gets, the shorter it will last, because the Fed will be forced to backtrack. So our Brazilian Real $/BRL fair value stays at 4.50." Related Datasets Monetary - Brazil - BCB - Exchange...
lucascosta93 published in Alphacast / Alphacast Staff Picks
05/06/2022 - 1 minute to read
Real GDP in Latin America
by Robin Brooks Colombia (pink): +36% Peru (green): +34% Chile (red): +27% Mexico (yellow): +13% Argentina (black): +3% Brazil (blue): 0% Related Datasets Activity - Latin America - Monthly Gross Domestic Product (GDP) -...
lucascosta93 published in Alphacast / Alphacast Staff Picks
05/02/2022 - 1 minute to read
Brazil Activity Index
By BTG Pactual "Brazil: IBC-Br +0.34% in February m/m, below expectations (0.4%), with an upward revision in the previous month (from -1.0% to -0.73%), according to BTG economists. Services Sector -0.2% m/m, below market expectations, and Expanded Retail +2.0%, above expectations." Related Datasets Activity - Brazil - BCB - Gross Domestic...
lucascosta93 published in Alphacast / Alphacast Staff Picks
04/28/2022 - 1 minute to read
Mexico's high inflation
by Scotiabank Economics "Mexico’s persistently-high inflation leads us to revise up our forecasts for 2022 and 2023." Related Datasets Inflation - Mexico - INEGI - Consumer Prices - Bi-weekly Inflation - Mexico - INEGI - Consumer Prices - Core and Non-Core...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/28/2022 - 1 minute to read
Spain's inflation is the highest since May 1985
by elEconomista.es "🔥🔎 Spain's inflation rate is at historically high levels https://eleconomista.es/economia/noticias/11739326/04/22/La-inflacion-empieza-a-perder-fuerza-el-IPC-se-situa-en-el-84-tras-la-moderacion-de-la-energia.html" Related Datasets Activity - Global - OECD - Main Economic Indicators - Key short-term indicators -...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/27/2022 - 1 minute to read
Nasdaq 100 on track for its April since 2008
By Mac10 "The definition of insanity:" Related dataset: Financial - Global - Equity Indexes -...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/26/2022 - 1 minute to read
Argentina's Real FX is at its lowest level in 4 years
By Juan Carlos Hallak "We all know that the way out is to increase exports. However, all efforts to achieve this are fading with a falling (real) dollar. In fact, we are at the highest point of exchange rate appreciation of the AF era. How can we explain that the official FX is falling?" Related dataset: Monetary - Argentina - BCRA - Multilateral Real FX...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/25/2022 - 1 minute to read
Stubbornly high imports drive Colombia’s trade deficit
By Scotiabank Economics "#Latam Daily for April 22: Stubbornly high imports drive Colombia’s trade deficit. Full Report: http://ms.spr.ly/6016wASaK #EmergingMarkets" Related dataset: BOP - Colombia - DANE - External...
camila published in Alphacast / Alphacast Dev Diary
04/22/2022 - 1 minute to read
Alphacast Economic Breakfast - Miércoles 27/04 9:30
Registrate al evento haciendo click...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/21/2022 - 1 minute to read
Argentina: Economic subsidies report scandalous figures
By Gabriel Caamaño "The evolution of economic subsidies during Q1 2022 is scandalous however you look at it (+125% YoY), but I think it will be much more brutally appreciated this way. The mess they've made there. Segmentation, besides being counterproductive, is going to be aspirin." Related dataset: Fiscal - Argentina - MECON - IMIG -...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/19/2022 - 1 minute to read
El Salvador is misperforming Latam regarding risk premiums
By Álvaro Trigueros A. "🧵 short. EMBI El Salvador reached a new record high on April 14, 2022, 19.91. The risk perception of Salvadoran debt has been deteriorating sharply since May 1st. While the Latin American average reflects stability. ..." Related dataset: Financial - Latin America - EMBI -...
luciano published in Alphacast / Alphacast Dev Diary
04/13/2022 - 3 minutes to read
Alphacast Wednesday Update - April 13th, 2022
The last weeks have been great. We have seen lots of users flowing into what we think is becoming the core feature of Alphacast: the pipelines engine. We have been interviewing users and seeing how you are interacting with these new features: We discovered that users are not only creating pipelines to automatize processes but also as a workspace, to analyze the data and be able to "tell stories" with it. That's why we have come to a new product roadmap for Q2:2022: Notebooks! Introducing Alphacast Notebooks! Creating content in Alphacast often involves a back and forth between tabs. Search data, then go from Dataset to Pipeline, Back to Datasets, then to create a chart and then an insight to embed it, and back to square one. Complex pipelines and reports require no less than five open Tabs. We are working to combine the full experience of creating content into a single screen. Load the data, transform and visualize it, include comments, and tell the story. Use the new "Notebook" as a workspace to find, analyze and share data. As a first step, a new feature is in test mode: you can now create and edit a chart directly in...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/12/2022 - 1 minute to read
Argentina's inflation: The worse Q1 in 30 years
By Mariano Sanchez Moreno "If #inflation in March is 6.5%, it would close at 15.6% (80% annualized) during Q1-2022. Since '43 (excluding the period from '76 to '91), only 3 years have had worse YTD starts ('45, '59 and '73). Current levels are very similar to Q1-1975, the quarter before the Rodrigazo (85% annualized)." Related dataset [Inflation - Latin America - Alphacast - Consumer Price Index - Headline - Monthly...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/08/2022 - 1 minute to read
On domestic credit to private sector
By Argentina en Datos "The GDP ratio that Argentina allocates to domestic credit to private sector is among the lowest around the globe. Chart: @CEU_UIA" Monetary - Global - World Bank - Domestic Credit to Private...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/07/2022 - 1 minute to read
The AGG records the worst YTD drawdown ever
By Jim Bianco biancoresearch.eth "5/11 The bond market gets it. The carnage is epic. The Bloomberg Global Aggregate Index, which started in 1990, is down 7.77% YTD. Not only is this the worst drawdown for a year through early April, but it is also surpassing the largest drawdown seen in any complete year." Financial - Global - YF - Bond ETFs -...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/06/2022 - 1 minute to read
Inflation at 30-year high in OECD countries
By Financial Times "Inflation in rich countries surged to a 30-year high in February as higher energy and food prices hit consumers, according to new figures, which don’t yet reflect the impact of the war in Ukraine https://on.ft.com/3LJ3QJe" Related Datasets Activity - Global - OECD - Main Economic Indicators - Key short-term indicators -...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/05/2022 - 1 minute to read
Carry Trade: The Return of the King
By Mariano Sanchez Moreno "The carry trade is back, long live the carry trade. Throughout Treasury's auctions we might see that when the rates in pesos were positive after hedging through FX futures (ergo investing in ARS yields USD gains) the FX faced less devaluation pressures. During the lasy weeks, the carry trade helped to “calm down” the dollar, which appreciated by 22% from the peak of ARS 244 at the end of last January. Will this FX peace last? The rate hiking by BCRA turned the spotlight on carry trade strategies, but it is currently offset by both rising futures’ prices and an accelerating inflation. Besides, there is an additional variable that could push-up the depreciation pace of the peso: the BCS’s cost, which is at a 15-month low. That said, it could encourage investors to take advantage of the state of affairs and to wire their USD abroad." Related dataset Financial - Argentina - Carry...
marianosanchez published in Alphacast / Alphacast Staff Picks
04/01/2022 - 1 minute to read
German prices rose to record high since the reunification
By Patrick Hansen "40-year CPI inflation high in Germany. Highest ever since the German reunification. Mainly fueled by sharp price increases for energy products. https://reuters.com/world/europe/german-inflation-rises-more-than-expected-march-2022-03-30/ #bitcoin #btc" Related Datasets Prices - Germany - Bundesbank - Consumer Price...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/31/2022 - 1 minute to read
USA inflation expectations are on the rise
By Bloomberg Economics "In times of uncertainty, people often reach for historical analogies. In recent weeks and months, as inflation has continued to climb and commodity prices spike, there's been a lot of talk of a return to the 1970s. But is that the right parallel?" Related Datasets Financial - USA - FRB - Interest Rates -...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/29/2022 - 1 minute to read
The Japanese yen's free-falling
By Charlie Bilello "Japanese Yen ETF hits a new all-time low, down 42% from its peak in 2011. $FXY Charting via Related dataset Financial - Global - YF - Main...
lucascosta93 published in Alphacast / Alphacast Staff Picks
03/28/2022 - 1 minute to read
Back to Normal
by Lisa Abramowicz "U.S. consumers are approaching a cracking point. Savings are falling. Food and energy prices account for an estimated 20% of household outlays. Monthly mortgage payments have risen to more than 20% of incomes: Natixis, RBC data" Related Datasets Activity - USA - BEA - Personal Income and Its Disposition -...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/28/2022 - 1 minute to read
The yen dropped to a seven-year low
By The Market Ear "It looks like a small cap, but it ain't...the world's third biggest currency..." Financial - Global - BIS - Main...
lucascosta93 published in Alphacast / Alphacast Staff Picks
03/28/2022 - 1 minute to read
US Yield Curve to invert
by Rishi Mishra "Look what you did Will Smith: TREASURY 5-TO-30 YEAR YIELD CURVE INVERTS FIRST TIME SINCE 2006 😅" Related Datasets Financial - Global - Rates - Yield...
lucascosta93 published in Alphacast / Alphacast Staff Picks
03/25/2022 - 1 minute to read
Michigan Consumer Sentiment Index
by Luis C. M. de Barros "Look at the damage that inflation is doing to North American consumer confidence; It's a matter of time now - plus higher interest rates - for inflation and economic growth to start returning to more normal times UNLESS PUTIN..." Related Datasets Activity - USA - University of Michigan - Consumer Sentiment...
lucascosta93 published in Alphacast / Alphacast Staff Picks
03/25/2022 - 1 minute to read
US 10 Years Yield and Brazil outlook
by Rafaela Vitória "I've seen some moments of "conundrum" in the market. But the sharp rise in interest rates abroad accompanied by an appreciation of the real here is quite impressive. Yes, there are fundamentals, but still, the positive movement in the market here with the tighter global scenario is not common." Related Datasets Financial - Global - Rates - Yield...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/25/2022 - 1 minute to read
Argentina: On IMF-related interest
By Mariano Sanchez Moreno "Argentina has asked for the IMF to assist it through an Extended Fund Facility (EFF) to pay the previous Stand By Agreement (SBA, signed in 2018). As stated by the Fund in EFF's factsheet the interest burden is the base rate (1.2%) plus a surcharge, which depends on how much is requested and for how long. For large credits (above of 187.5% of each country's quota in the IMF), the surcharge is 2%. If after 51 months the residual loan is still above 187%, the surcharge rises to 3%. That said, the Argentina's EFF represents over 1000% of its quota: for a long time, our country will pay at least 3.2% per year. Taking into account that, the outstanding capital payments of the SBA is meant to be paid with the upcoming EFF credits, both loans' interest must be paid as well. On Jun-26, 51 months after the first EFF disbursements, the rate rises to 4.2%. Meaning? On USD 44bn, for over 12 years, Argentina will have to face interest rates between 3.2% and 4.2%." Related dataset Fiscal - Argentina - Public Debt Profile...
luciano published in Alphacast / Alphacast Dev Diary
04/01/2022 - 2 minutes to read
Alphacast Friday Update - April 1st, 2022
March and Q1 have come to an end and, when we compare the platform today vs. what we had just one month ago we see changes almost everywhere! Let us do a short recap of what happened in the last two weeks. A new, super-powerful formula editor: Group, rolling windows, time functions and much more. The "Calculate Variable" is getting VERY powerful and versatile allowing more complex calculations to be done with a simple excelish formula parser. See the full list of formulas here The first step is to create a pipeline (click on "Create new --> Pipeline" on the top right) and select a data source, followed by "add step below --> Calculate Variable" Video Tutorial (In Spanish) The editor is really powerful, just to catch a glimpse on some formulas that can be created log(@Close)+ sqrt(@Volume)) log(exp(@Close)) Example: Calculate for each ticker the cumulative price change vs the first price Example: Calculate the cumulative sales per salesperson cumsum(@sales, @salesperson) Example: Calculate for each date the share of sales explained by each product vs the total sales of that date Example: calculate the 20 day moving average for each ticker rollingmean(@Close, 20, @Ticker) Example: Extract the year from the...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/25/2022 - 1 minute to read
US Initial Jobless Claims lowest since 1969
By Rob Hager "U.S. Initial Jobless Claims SA - ⁦@SoberLook" Activity - USA - BLS - Labour Market stats -...
lucascosta93 published in Alphacast / Alphacast Staff Picks
03/23/2022 - 1 minute to read
BRL Exchange Rate
by Robin Brooks "Wow! The Brazilian Real USD/BRL exchange rate is back to the 4.91 low of June 2021. Back then, the rally came as markets focused on the big disconnect between sky-high commodity prices and a very weak Real. It's the same now, only super-charged. Our fair value remains $/BRL 4.50..." Related Datasets Monetary - Brazil - BCB - Exchange...
lucascosta93 published in Alphacast / Alphacast Staff Picks
03/22/2022 - 1 minute to read
US 2 Year Yield
by Lisa Abramowicz " U.S. 2-year yields get the memo" Related Datasets Financial - Global - Rates - Yield...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/22/2022 - 1 minute to read
Hong Kong is now the centre of the pandemic
By The Economist "Once famed for its low covid-19 count, Hong Kong is now recording the world’s highest death rate from covid-19" Misc - Global - OurWorldInData Coronavirus Dataset -...
chia published in Alphacast / Alphacast Dashboards
03/21/2022 - 1 minute to read
Alphacast Economic Breakfast
INTERNACIONAL: SOJA Y ENERGÍA ARGENTINA: MACRO ARGENTINA:...
luciano published in Alphacast / Alphacast Dev Diary
03/17/2022 - 1 minute to read
Alphacast Economic Breakfast - Martes 22/03 9:30
Registrate al evento haciendo click acá...
flor published in Alphacast / Paraguay Macro Basics
03/28/2022 - 1 minute to read
Inflation Report-February 2022
Falta panificados y harina Falta aceites. Pero las desagregaciones no son exactamente las mismas No tenemos datos de la zona euro No tenemos Alimentos y bebidas No tenemos datos de...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/14/2022 - 1 minute to read
Growth's underperformance against value
By The Artist Formerly Known As Klendathu Capitalist "$ARKK 52 today." Related Datasets Global - NYSE - YF - Berkshire Hathaway vs ARK...
luciano published in Alphacast / Alphacast Dev Diary
03/11/2022 - 3 minutes to read
Alphacast Friday Update - March 11th, 2022
Welcome to another update! There are new features and improvements almost everywhere in the platform, as we have been focusing on User Experience, navigation, and bug fixing. You should notice faster navigation, better search results, and small updates everywhere. The most highlighted pieces of news are: Publishers Publishing! We have seen a lot of publishers' activity this week. Find out content by: Econviews Econ.uy Enrique Roura 1 2 Ivan Baumann CREEBBA The course "Automation of Economic and Financial Analysis" has begun Watch the video and presentation of the first class, or subscribe here. Next class, on Wednesday 16th, will be about pipelines and transformations. New Learning Center & Home Page We have made a full revamp of our Learning Center and our Home Page. In the new Learning Center, you will find improved documentation, examples, tutorials, and more. Advanced formula editor (conditionals, shift, and more) We have powered up the "Calculate Variable" step in the pipelines editors. There is now more flexibility to calculate new columns in a more "Excelish" way. There are now two new functionalities to the formula editor: Conditionals and the possibility to Shift the data N periods: A positive N lead will move the data N...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/10/2022 - 1 minute to read
Store of Value: Gold vs Bitcoin
By The Market Ear "and it doesn't use any electricity to store THE value..." Related Datasets Financial - Global - Currency - Daily Financial - Global - Commodities -...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/09/2022 - 1 minute to read
US: Rising inflation expectations
By Win Smart, CFA "10 year breakevens @thedailyshot" Related Datasets Financial - USA - FRB - Interest Rates -...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/08/2022 - 1 minute to read
Chile: CPI relieves markets as copper reversals
By Diario Financiero "Update | The price of the #cobre fell 5,21% after the strong volatility recorded yesterday" Related Datasets Financial - Global - Commodities - Daily Inflation - Chile - INE - 2009 Consumer Price Index - Spliced Series - 2018 base -...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/04/2022 - 1 minute to read
MSCI Russia ETF's sell-off
By Charlie Bilello "The MSCI Russia ETF fell 33% today, the largest decline in its history. This was a 16-sigma event - which means that it should not have happened even once in the history of the universe (assuming a normal distribution, which markets do not follow). $ERUS" Related Datasets Financial - Global - MSCI...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/03/2022 - 1 minute to read
Bond & Equity Volatility
By jeroen blokland "#Volatility is extreme across all asset classes. You can end up on the wrong side of the market instantly. Citi closing its short #oil bet (ht @JavierBlas), and the 7% intra-day #NASDAQ move last week are good examples. Trade less, stay flexible, don't try to hit the bottom." Related Datasets Financial - Global - Equity Indexes -...
marianosanchez published in Alphacast / Alphacast Staff Picks
03/02/2022 - 1 minute to read
FX Rates: Colombian vs Norwegian Performance
By Felipe Campos "Why would the dollar drop after the elections? Because in the countries where it depends on the same fundamentals it has already gone down. This is not a prediction, it is a fact based on the fact that the country continues to be an oil producer. From 2007 to 2020 the Colombian and Norwegian FX rates have been identical" Related Datasets Financial - Global - Currency -...
lucascosta93 published in Alphacast / Alphacast Staff Picks
03/02/2022 - 1 minute to read
Colombia's Deficit and Peru's Inflation
Scotiabank Economics " 🇨🇴 #Colombia’s current account deficit increases to widest level since 2015; 🇵🇪#Peru’s persistent inflation problem presages rate hikes. " Related Dataset BOP - Colombia - BANREP - Balance of Payments Inflation - Peru - INEI - Consumer Price Index - Lima - 2009 = 100 -...
lucascosta93 published in Alphacast / Alphacast Staff Picks
03/02/2022 - 1 minute to read
Peru Public Investment
by Juan Carlos Odar "In seasonally adjusted terms, public investment has been picking up in recent months, but: i. It has not yet recovered the levels of the last few months before the pandemic. ii. The average of the last twelve months is slightly down." Related Datasets Fiscal - Peru - MEF - General Government...
lucascosta93 published in Alphacast / Alphacast Staff Picks
03/01/2022 - 1 minute to read
Personal Consumption Chained Index
by Lisa Abramowics "One of the Fed's favorite inflation metrics, the U.S. personal consumption expenditures deflator, rose to a new post-1982 high of 6.1% year over year in January." Related Datasets Inflation - USA - BEA - Personal Consumption Expenditures Price...

Joined

March 2021

Members

19

Links

www.alphacast.io/@Alphacast_www.linkedin.com/company/alphacast github.com/alphacastio