A 2° GRANDE ROTAÇÃO DE 2026 COMEÇOU?

Learn how to use InvestingPro https://br.investing.com/pro/onboardi... I analyze whether the Ibovespa is cheap or in a trap, comparing the global liquidity scenario with the S&P 500 at the close of June. I show why I decided to stay on the "sidelines" and how the large market rotation in 2026 impacts your investments today. Become a Club Member    / @clubedosdividendos   00:00 - Opening: Investment World Cup 01:50 - General Overview: VIX, DXY and Market Sentiment 05:35 - The "Smell" of Liquidity and the Fed's Balance Sheet 11:16 - Asset Rotation: Chips vs. Infrastructure 16:45 - Historical Cycles and the Strategy for the Second Semester 21:16 - Seasonality: Why Does the Market Peak in January? 23:18 - Brazil: Interest Rate Curve and Ibovespa 30:15 - Technical Analysis: The Signal the Ibovespa is Giving 40:10 - 2026 Scenario: Inflation and Fiscal Policy on the Radar 49:18 - The 2016 Style: Sideways Movement and Opportunity 52:30 - Conclusion: Why I'm in the "Sidelines" 55:20 - Final Considerations and Closing #DividendClub #Ibovespa #Investments2026 #Macroeconomics #FinancialMarket #SP500 #FinancialFreedom Dividend Club Partners 👇 Brokerage Firm ZERO Brokerage Fees on EVERYTHING + Course With Me, Come Join Us TORO https://mkt.toroinvestimentos.com.br/... Stock, ETF and REIT Platforms InvestingPro | use coupon: clube https://www.investing-referral.com/cl... InvestingPro Complete Tutorial    • InvestingPRO Tutorial 2025 [CUPOM COM DESC...   Fund Portfolio https://carteirafundos.com/ | Coupon: CLUBE50 Stock Market Scanner Pro https://www.scannerpro.com.br/clube-d... Tradingview Brazil https://br.tradingview.com/?aff_id=11... Specialized Options Platform | Coupon: CLUBEDOSDIVIDENDOS Jumba https://jumba.com.br/produtos?coupon=... Certifying School and Postgraduate Program in Capital Markets Pro Edu https://proeducacional.com?bg_ref=3ED... Coupon: MAZONI Video tells my story as a CNPI (Certified Investment Professional)    • CNPI: TUDO SOBRE A CERTIFICAÇÃO DE ANALIST...   Variable Income Accounting - Brazil and International Official Accountant of the Channel, talk to Igor http://bit.ly/WhatsApp-Igor_Contador Weekly Macroeconomic Newsletter (free registration) https://www.scannerpro.com.br/newslet... My name is Bruno Mazzoni. I am a CNPI Analyst accredited by Apimec. Please note that all content presented in this video does not constitute a recommendation to buy or sell assets. The purpose of the video is to share information. Telegram of the Dividend Club: https://t.me/ClubedosDividendos