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Notas diárias sobre mercado, geopolítica e investimentos.

Escalating geopolitical risk

Market Summary – Monday, July 20, 2026 Markets begin the week focused on the escalating U.S.-Iran conflict, which pushed Brent crude above $90 per barrel, reigniting inflation concerns and raising doubts about future interest rate cuts by both the Federal Reserve and Brazil's Cop…

Softer U.S. inflation has improved risk sentiment, but elevated oil prices, geopolitical tensions, and the Fed's hawkish tone continue to limit upside.

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…

Markets shifted back into **risk-off mode**

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…