Renaud Adorno
Renaud AdornoMacroeconomia, Mecânica Monetária Entendendo o futuro da liquidez global
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 312 | Subscribers | Read | renaudadorno.substack.com |
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[premium] - Portfolio OmniMacro (13/03/2026) - YTD - 3.79%
Mais uma movimentação no portfolio - adaptando à volatilidade
634 - O PETRÓLEO e o DÓLAR Estão Mandando um ALERTA para o Mundo
Enquanto os mercados de risco recuam, o petróleo dispara novamente em meio à incerteza provocada pelos conflitos envolvendo o Irã. Ao mesmo tempo, o ouro continua em níveis elevados e o dólar volta a chamar atenção como refúgio de liquidez....
633 - Por que a CRISE de 2026 é bem DIFERENTE de 2008
2026 realmente está se consolidando como um dos anos mais estranhos do ciclo econômico recente. Ao mesmo tempo em que parte do mercado ainda tenta sustentar a narrativa de normalização, cresce a sensação de que existe algo mais profundo aco...
632 - CHINA Continua Batendo RECORDES na Balança Comercial (DE NOVO)
A China começou 2026 da forma mais chinesa possível: exportando em escala brutal. Nos 2 primeiros meses do ano, as exportações avançaram 21,8% em relação ao mesmo período do ano anterior, enquanto as importações subiram 19,8%. No agregado, ...
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