MacroDrops Exame / Gavekal
EXAMEA EXAME, em parceria com a Gavekal lança uma nova newsletter: MacroDrops.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | linkedin.com |
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Latest Issues
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Temores sobre interferência no BC são exagerados e dólar deve cair, diz Gavekal Research
A pressão do presidente Luiz Inácio Lula da Silva para que o Banco Central reduza a taxa Selic tem mantido investidores cautelosos sobre os rumos da autarquia. No início da semana, Lula afirmou que o próximo presidente da autarquia "não vai...
Inflação baixou, mas Fed ficou mais conservador: o que aconteceu?
Investidores desavisados podem ter ficado surpresos com a postura do Federal Reserve (Fed, o banco central americano) em sua última decisão de juros. Na quarta-feira, 12, o Fed assumiu uma postura mais conservadora, e projetou apenas um cor...
Primeiro-ministro perde força na Índia: por que isso é ruim para os investimentos, segundo a Gavekal
O primeiro-ministro da Índia Narendra Modi, do Partido Bharatiya Janata (BJP, Partido do Povo Indiano), saiu vitorioso das eleições gerais realizadas na terça-feira, 4. Mas, seu partido perdeu a maioria parlamentar pela primeira vez em uma ...
Para além da Nvidia: como o ChatGPT está mudando a dinâmica do mercado de ações, segundo a Gavekal
As ações da Nvidia se tornaram o símbolo da ascensão da inteligência artificial, com mais de 600% de alta desde o ano passado. A forte valorização tem avançado em ritmo semelhante ao crescimento de lucro que a companhia tem reportado diante...
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