#185: Cenário 2025: perspectivas macro com Mansueto Almei...

What this episode covers

No primeiro Radar da Semana de 2025, Jerson Zanlorenzi, sócio da mesa de produtos do BTG Pactual, e Marcelle Gutierrez, conversam com Mansueto Almeida, economista-chefe do BTG Pactual, sobre quais serão os principais eventos macroeconômicos para o investidor ficar atento. Para Mansueto Almeida, o ritmo de crescimento da dívida pública e a trajetória dos juros são os principais indicadores para acompanhar neste ano. O especialista detalha essa visão e outras expectativas para inflação, câmbio e cenário internacional em 2025. Canal no WhatsApp do BTG Pactual | Research & News, com análises e relatórios: https://l.btgpactual.com/NovoCanalWP Conteúdos abordados neste vídeo: 00:53 Como está o cenário fiscal atualmente? 04:57 Impacto do cenário fiscal no mercado de ações 06:28 Existe espaço para cortes de gastos? 11:23 Há condições para a implementação da reforma tributária? 15:07 Quais são as expectativas para a inflação? 18:15 Qual é a perspectiva para o câmbio? 21:10 O que esperar do novo governo de Donald Trump? 26:04 Qual a previsão para os juros nos EUA? 27:10 Há um risco da dominância fiscal no Brasil? 31:26 Há pontos fortes da atual economia brasileira?

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Frequently Asked Questions

How long is this episode of Radar do Investidor?

This episode is 33 minutes long.

When was this Radar do Investidor episode published?

This episode was published on January 16, 2025.

What is this episode about?

No primeiro Radar da Semana de 2025, Jerson Zanlorenzi, sócio da mesa de produtos do BTG Pactual, e Marcelle Gutierrez, conversam com Mansueto Almeida, economista-chefe do BTG Pactual, sobre quais serão os principais eventos macroeconômicos para o...

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