🔴 AO VIVO | INFLAÇÃO NO CONTROLE? O paradoxo entre o IPCA-15 e o medo no Estreito de Ormuz

OIL PRICES SOAR AND INFLATION CALMS: WHO WINS THE BATTLE TODAY? Today's trading session is a litmus test for your macroeconomic analysis. The IPCA-15 (Brazilian inflation index) came in weaker (0.41%) and the US PCE reinforced the narrative that the worst of inflation is behind us, which should be a "piece of cake" for the Index (WIN). But, in practice, geopolitical reality prevailed: a ship was hit in the Strait of Hormuz and oil reacted by soaring. Meanwhile, Apple announced brutal price increases of up to 25% on its products, showing that "input inflation" is still a silent threat. The Dollar (WDO) and the Index are in a tug-of-war between macroeconomic relief and supply shock. Let's dissect whether this capital rotation we saw today is the beginning of a new movement or just short-term noise. Start trading in favor of the world: https://www.metodomacro.com.br/operad... 📲 Follow me on Instagram for more content about the market and applied macroeconomics. @elton.placido