Renaud Adorno
Renaud AdornoMacroeconomia, Mecânica Monetária Entendendo o futuro da liquidez global
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 291 | Subscribers | Read | renaudadorno.substack.com |
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Latest Issues
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619 - Fed Admite que Mercados de APOSTA são o FUTURO?
O Fed acaba de publicar um estudo que, para mim, é daqueles momentos raros em que a instituição fala em voz alta algo que todo mundo já sente no dia a dia: os modelos tradicionais estão ficando para trás quando o assunto é captar expectativ...
618 - A SUÍÇA Está Enviando um ALERTA Para o Resto do Mundo
2026 começou com um nível de incerteza macro que eu não via há muito tempo. E o curioso é que, quando o mercado entra nesse modo defensivo, certos lugares do mundo funcionam como um “termômetro” do humor global. A Suíça é um desses lugares....
617 - CHINA não Para de VENDER Dívida Americana, mas Juros estão CAINDO?
Existe um tipo de momento em macro em que as manchetes parecem se contradizer. E é justamente nesses momentos que você consegue enxergar o que está por trás das narrativas.
616 - Por que a Bolsa Japonesa VOLTOU com TUDO?
A bolsa japonesa parece ter voltado com tudo, junto com um fortalecimento do iene em relação ao dólar. E quando essas 2 coisas acontecem ao mesmo tempo, o mercado para e presta atenção. Porque, historicamente, o Japão muitas vezes operou no...
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