Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

23
JillonMoney.com Jill Schlesinger Sr Business Analyst CBS News

description

Apresentação da Jill Schlesinger, Sr Business Analyst da CBS News, no LinkedIn FinanceConnect Brasil 2013.

Transcript of Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

Page 1: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Jill Schlesinger Sr Business Analyst CBS News

Page 2: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Comparison of recent visitors to Brazil

Page 3: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

Who I am

§  CBS News Business Analyst

§  Investment Advisor and CFP

§  Former Commodities Trader

§  SALESMAN!

Page 4: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Global Macro Outlook 2013

“We don’t have a sense of the final destination … Where we end, I really don’t have much of clue.” §  IMF chief economist Olivier Blanchard 4/13

•  Global growth = +3.1%

•  US = +1.7%

•  Brazil = +2.5

•  China = +7.8%

•  Japan = +1.6%

•  Eurozone = -0.6%

• Emerging and Developing = +5%

Page 5: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

US Recovery: Mais ou menos

Page 6: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

US Recovery: GDP

Page 7: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

US Recovery

Measures used by the NBER business cycle dating committee:

•  GDP: returned to the pre-recession peak in Q4 2011

•  Jobs: 2% below pre-recession peak

•  Industrial Production: 1.2% below pre-recession peak

•  Real personal income: 3.7% below previous peak

Page 8: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

US Recovery: Profits/Stocks

Page 9: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Brazil GDP: Hitting a BRIC Wall!

Page 10: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Brazilian Economy: Numbers still work!

•  40 million entered middle class over 10 years

•  GDP doubled over last decade

•  Percentage in extreme poverty shrinking

•  Highest exporter of sugar, coffee, orange juice

•  Protests may help to focus on infrastructure/health care

•  Middle class can be positive agent for change

Page 11: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Brazil: Inflation

Page 12: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Bovespa

Page 13: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Brazil: Competitiveness

Page 14: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Global Central Bank Action

Page 15: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Financial Services: What’s Ahead

Page 16: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Business Opportunity: Mass Affluent

Brazilian Total Affluent Population (> USD $250K; > BRL 570K)

•  Nearly 2 million (1.6% of Brazilian population)

•  Expected to rise to 2.8 million by 2017

•  Banks, brokerage firms, private banks competing

•  How will you stand out?

Source: Datamonitor Research

Page 17: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

What do Mass Affluent Want?

•  To feel unique and special

•  To communicate on demand

•  Access to and use of cutting edge technology

•  To be HEARD

•  WHAT’S MISSING?

Page 18: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Mass Affluent Need Help

Page 19: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Social is the KEY

By 2014, nearly 165M people will be regular users of social

•  65% multi-task while watching TV

•  Younger, participatory

•  Raving Fans

•  Low cost prospecting

Page 20: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Breaking Through

•  92% of Americans use multiple platforms to get their daily news

•  37% of internet users have contributed to, commented on, or disseminated news via social

•  75% of online news consumers say they get news forwarded through email or posts on social

•  1.5M unique publishers actively using inShare buttons

•  2B daily updates on LinkedIn feed

Page 21: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

LinkedIn Engagement

•  31% mass affluent

•  34% millionaires

•  40% UHNW

•  50% of millionaire business owners consider themselves “active’’ users

•  42% use for consider as a source for investment and financial needs

•  54% of UHNW investors 55 - 64 use for financial communication/research

Source: Spectrem Research

Page 22: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Business Opportunity

§ 

Page 23: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

JillonMoney.com

Thank You! Jillonmoney.com @jillonmoney [email protected]

JillonMoney.com