Notas diárias sobre mercado, geopolítica e investimentos.
Market Summary – Wednesday, July 15, 2026 🌎 Global Markets U.S. inflation (CPI) came in softer than expected, boosting risk appetite and reducing expectations of a near-term Fed rate hike. However, the Middle East conflict remains the market's biggest concern, keeping oil pric…
Market Summary – Thursday, July 9, 2026 🇺🇸 United States Middle East tensions dominate markets: Following fresh U.S. airstrikes on Iran, investors are focused on whether the conflict will escalate into a broader regional war or ultimately push Tehran back to the negotiating ta…
Market Summary – Wednesday, July 8, 2026 🇺🇸 United States Geopolitics returns to the forefront: Fresh attacks on commercial vessels in the Strait of Hormuz reignited concerns over the fragile U.S.-Iran ceasefire. The U.S. revoked Iran's temporary oil export license and launche…
ADP, Payroll, and the Fed Take Center Stage With Brazil's weaker-than-expected May employment data reinforcing expectations of another Selic rate cut in August, and oil prices retreating to pre-conflict levels, geopolitical tensions in the Middle East are no longer the primary ma…
Market Summary – Monday, June 29, 2026 Markets are shifting their focus away from geopolitics and back toward U.S. economic data. Although the ceasefire between the U.S. and Iran remains fragile—with both sides exchanging attacks over the weekend—the key difference is that the St…
US Market & Economy Summary — June 25, 2026 Key Focus: PCE Inflation and GDP Data The biggest event for U.S. markets today is the release of the May PCE inflation report, the Federal Reserve's preferred inflation gauge, along with the final Q1 GDP reading. Market expectations: C…
US-Focused Summary (June 24, 2026) 1. Middle East tensions are easing, which is bullish for markets The biggest macro development for U.S. investors remains the progress in negotiations between the U.S. and Iran. The market increasingly believes the peace framework negotiated in…
Markets rallied Thursday after Donald Trump unexpectedly signaled that a deal with Iran may be close, easing fears of a broader conflict in the Middle East. Earlier in the day, Trump had threatened new attacks, but later announced that military action was being suspended and said…