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Notas diárias sobre mercado, geopolítica e investimentos.

Markets Caught Between War and Trade Tensions ⭐

🇺🇸 U.S. Summary Geopolitical tensions escalated further as the conflict between the U.S. and Iran intensified, driving Brent crude back toward $85 per barrel and raising concerns that a sustained geopolitical risk premium is returning to energy markets. Investors are increasin…

Markets Brace for CPI, Fed Chair Warsh, Bank Earnings, and Rising Middle East Tensions

Markets Brace for CPI, Fed Chair Warsh, Bank Earnings, and Rising Middle East Tensions U.S. Summary Global markets entered "Super Tuesday" under pressure as geopolitical tensions between the U.S. and Iran escalated significantly. Investor concerns shifted from diplomatic threats…

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…

Inflation passed the exam but not the war... When the market'lll start ignoring the war again?

Here’s a natural Reddit-style summary that sounds like it was written by an investor following the market, not an AI-generated recap: The big story today is that inflation wasn’t the problem — the Middle East was. US CPI came in pretty much as expected. Inflation is still well ab…