A BOLSA está IGNORANDO um RISCO MAIOR? TARIFA, PETRÓLEO e JUROS no radar
Markets are experiencing a cautious global scenario, pressured by new trade tensions and persistent geopolitical risk. The imposition of a 25% tariff by the US on approximately 3,000 Brazilian products has raised alarm bells for exporters, while the Brazilian government has described the measure as a "deplorable milestone" and promised to invoke the Economic Reciprocity Law and the WTO. ❓ What will be the real impact of the new US tariffs on Brazilian exporters? Will oil continue to put pressure on global inflation and interest rates? How did the market react to Kevin Warsh's first speech before the US Congress? 🔴 Check out the Market Roundup for analysis by Lúcio Moscareli, partner at Voga Investimentos, on the events moving the markets this Thursday. Topics of the day: Ibovespa, US Tariffs, Oil, Beige Book, Kevin Warsh, Earnings Season. 00:00 Today's Highlights 06:30 Impacts of the 25% US tariff on Brazilian products 09:30 Political impact of the tariff 12:50 Brazilian stock market today 16:35 Commodities Radar 20:40 US economic data 22:20 Kevon Warsh hearing, Fed chairman 24:30 Risks and opportunities today #Ibovespa #USTariffs #Oil #FinancialMarket #StockMarket #Investments #Macroeconomics #MarketRoundup

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