JUROS ALTOS por mais tempo: O NOVO ALERTA

🧠 Learn how to invest with me in Brazil and around the world: https://auvp.net/?id=FED The new Fed could change everything in the global financial market. In Conexão Capital, Manoel Neto analyzes how a possible regime change at the Federal Reserve, with Kevin Warsh leading the discussion, could alter the dynamics of US interest rates, Treasuries, inflation in the United States, and investments in Brazil. For years, investors have become accustomed to the idea that the Fed would always appear to save the markets: cutting interest rates, injecting liquidity, and supporting assets during times of crisis. But the scenario discussed in this video points to a different reality: less intervention, less predictability, less liquidity, and higher interest rates for longer. The new Fed, long-term interest rates, and the end of cheap money The central point is that the Federal Reserve directly controls short-term interest rates, but does not control long-term interest rates alone. 10-year Treasury bonds, 30-year Treasury bonds, mortgage lending, corporate financing, and the cost of capital are defined by the market. When the market loses confidence in inflation, central bank communication, or institutional credibility, long-term interest rates can rise even in an environment of economic slowdown. This new high-interest-rate regime completely changes the logic of investments. Indebted companies, growth stocks with high valuations, real estate, and highly leveraged governments tend to suffer more when money becomes expensive. On the other hand, assets such as short-term fixed income, cash, gold, solid banks, energy, defensive companies, and inflation-indexed bonds may gain relevance in building portfolios better prepared for an environment of higher risk premiums. Impact on Brazil: Selic rate, dollar, IPCA, and NTN-B For the Brazilian investor, the discussion is even more important. If US interest rates remain high, Brazil has less room to cut the Selic rate, the dollar may gain strength, the real may lose support, and the IPCA may come under pressure again. In this context, understanding the relationship between the Fed, Treasury, Copom (Brazilian Central Bank's Monetary Policy Committee), fixed income, NTN-B (Brazilian Treasury Bonds), and inflation becomes essential for making more informed decisions, always considering risk profile, investment horizon, and diversification. Follow Conexão Capital on AUVP Capital to understand the movements that truly matter in the financial market, without promises of profitability and without individual investment recommendations. Subscribe to the channel to receive analyses on the global economy, fixed income, variable income, interest rates, inflation, the dollar, the Fed, Brazil, and strategies for investing with more clarity in cycles of uncertainty. 00:00 Is the Fed still saving the market? 01:20 What Kevin Warsh is proposing 04:35 Why the Fed doesn't control long-term interest rates 06:40 The end of cheap money and the impact on assets 09:30 Who suffers and who can benefit 12:50 The impact on Brazil: dollar, IPCA, Selic and NTN-B 15:40 The risk that the market hasn't yet priced in 18:05 How to think about your portfolio in this new regime USEFUL VIDEOS 👑 How to build your investment portfolio    • COMO CRIAR UMA CARTEIRA DE INVESTIMENTOS C...   ⚠️ How to learn to invest without taking a course?    • COMO APRENDER A INVESTIR SOZINHO SEM FAZER...   💸 How did the rich really get rich?    • Como os ricos ficaram ricos? Isso ninguém ...   🤯 The 8 biggest stupidities of the MIDDLE CLASS    • As 8 maiores BURRICES da classe média!