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Notas diárias sobre mercado, geopolítica e investimentos.

Oil Overshadows U.S. Jobs Report as Geopolitical Risks Return

Friday, August 7, 2026 Oil Overshadows U.S. Jobs Report as Geopolitical Risks Return U.S. & Global Markets Oil Takes Center Stage Again After just two days of relief, the conflict between the United States and Iran has once again become the dominant driver of global markets, push…

Oil Rebounds, Focus Shifts to the Copom Meeting and Earnings

Tuesday, August 4, 2026 – Market Summary Oil Rebounds, Focus Shifts to the Copom Meeting and Earnings After Monday’s sharp selloff, oil prices recovered part of their losses as conflicting reports emerged over negotiations to reopen the Strait of Hormuz. Markets remain highly sen…

Peace Hopes Replace War Premium, IPCA in Focus

U.S. Summary Markets ended the week with a more constructive tone as investors increasingly bet that diplomacy will ultimately prevail over a prolonged military conflict between the United States and Iran. Reports that Qatar and Pakistan are mediating renewed negotiations between…

Middle East tensions dominate markets:

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…

Oil prices are under pressure

🇺🇸 U.S. Market Summary - June6th Oil prices are under pressure after OPEC+ confirmed a fourth consecutive production increase, adding 188,000 barrels per day starting in August. With the Strait of Hormuz operating normally again, geopolitical risk premiums continue to fade.…

June 12, 2026 – Markets Swing Back Toward Rate Cut Expectations

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…