Avalon Capital Newsletters
Marcius Lima, Guilherme MagalhaesNotícias e comentários sobre a Avalon e o mercado financeiro.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | avaloncapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A intervenção na Venezuela e seus efeitos no Brasil
A recente intervenção dos Estados Unidos na Venezuela tende a ter impacto limitado sobre o Brasil no curto prazo. Os principais canais de contágio são marginais e não alteram, por ora, o cenário macroeconômico ou político doméstico. Do pont...
FMTA Chile
O Chile chega a 2026 em um ponto distinto daquele que marcou os anos recentes. O ciclo político mais recente reduziu de forma relevante o risco de rupturas institucionais e afastou cenários extremos que chegaram a dominar o debate econômico...
FMTA Japão
O Japão entrou em 2025 vivendo algo que, para a maior parte do mundo, pareceria trivial, mas que para ele era quase revolucionário. Depois de décadas convivendo com juros zerados, inflação inexistente e uma política monetária permanentement...
FMTA EUA
Os Estados Unidos chegam ao fim de 2025 com uma sensação curiosa para quem acompanha de perto ciclos econômicos. A economia não está forte o suficiente para chamarmos de expansão vibrante, mas também está longe de qualquer sinal clássico de...
Authors
The writers behind this newsletter.
Gestor da Avalon Capital.
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