Cenário para 2026 com Mário Mesquita

To kick off the year, we welcome Mário Mesquita, chief economist at Itaú Unibanco, who provides a comprehensive analysis of the 2026 economic outlook and the most relevant topics for investors. In this episode, we discuss the expected start of the Selic rate cut cycle, the pace of economic activity in a very turbulent year, the challenges for inflation in Brazil, and the role of the exchange rate in the Central Bank's decisions. Internationally, we discuss monetary policy in the United States, the change in leadership at the Fed, the behavior of the dollar, global capital flows, and Brazil's position among emerging markets. Moderated by: Ana Luísa Westphalen, Head of Research PF at Itaú BBA. Instagram:   / itauviews   Telegram: https://t.me/itauviews YouTube:    / itauviews   Chapters: 00:00 Projections for the Selic rate, activity, and inflation in Brazil in 2026 06:19 Impact of US Monetary Policy on the dollar and global trade 10:40 The appetite of foreign investors and Brazil's position 15:41 Leadership change and the politicization of American monetary policy 19:06 Artificial Intelligence, geopolitics, and the challenges of Davos 21:57 How Artificial Intelligence transforms the job market 26:52 Books, sports, and Itaú's vision for investments