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JillonMoney.com Jill Schlesinger Sr Business Analyst CBS News

Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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

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Page 1: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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Jill Schlesinger Sr Business Analyst CBS News

Page 2: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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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

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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

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US Recovery: Mais ou menos

Page 6: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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US Recovery: GDP

Page 7: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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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

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US Recovery: Profits/Stocks

Page 9: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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Brazil GDP: Hitting a BRIC Wall!

Page 10: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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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

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Brazil: Inflation

Page 12: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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Bovespa

Page 13: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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Brazil: Competitiveness

Page 14: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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Global Central Bank Action

Page 15: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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Financial Services: What’s Ahead

Page 16: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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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

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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

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Mass Affluent Need Help

Page 19: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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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

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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

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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

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Business Opportunity

§ 

Page 23: Tendências Macroeconômicas - LinkedIn FinanceConnect Brasil 2013

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

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