MacroDrops Exame / Gavekal
EXAMEA EXAME, em parceria com a Gavekal lança uma nova newsletter: MacroDrops.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 22 | Subscribers | Read | linkedin.com |
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Bolha imobiliária na Espanha? Gavekal analisa disparada nos preços dos imóveis
Enquanto os holofotes estão nos Estados Unidos, um movimento peculiar do outro lado do Atlântico passou despercebido pelo mercado. No primeiro trimestre de 2024, os preços dos imóveis residenciais na Espanha ultrapassaram o pico da bolha im...
“Bolha das ações de IA começou a estourar”, diz Gavekal; entenda o porquê
O estouro da bolha da inteligência artificial é o que está por trás do turbilhão que derrubou as bolsas globais na semana passada.A avaliação é de Steve Miller, diretor de pesquisa para a América do Norte da casa de análise Gavekal Research...
Vitória de Trump pode aumentar o preço do dólar, avalia Gavekal Research
O favoritismo de Donald Trump na disputa presidencial dos Estados Unidos cresceu desde o atentado do fim de semana. O maior reflexo é visto nas casas de apostas, com os potenciais retornos precificando uma chance de 75% de o ex-presidente v...
Eleição no Reino Unido não muda cenário para ativos e risco de crise é "muito alto", diz Gavekal
O trabalhista Keir Starmer assumiu o cargo de primeiro-ministro do Reino Unido na última semana, após a vitória esmagadora de seu partido nas eleições. Foram 412 assentos conquistados pelo Partido Trabalhista, 211 a mais do que em 2014, col...
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