#201: IOF, IR e expectativa para Selic: análise com Mansu...

What this episode covers

Mudanças no IOF, nova Medida Provisória com propostas de compensação fiscal, fim da isenção do Imposto de Renda em LCI e LCA, IPCA abaixo do esperado e expectativa para a Selic. Mansueto Almeida, economista-chefe do BTG Pactual, comenta os principais movimentos do mercado, o impacto das medidas tributárias para o investidor, a perspectiva para a política monetária do Brasil e dos EUA, além das projeções para o PIB e o câmbio até o fim do ano.Conteúdos abordados neste episódio:01:06 IOF e tributação de investimentos06:06 Fiscal: quais cortes nos gastos poderiam ser feitos?08:15 Qual a importância do fiscal para economia e investimentos?11:28 IPCA abaixo do esperado e expectativa para Copom16:16 FOMC: projeção para juros nos EUA17:26 EUA: negociações comerciais e tarifas20:04 Dívida pública americana23:39 Enfraquecimento do dólar global e câmbio no Brasil27:10 Estimativas para Selic, câmbio e PIB

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How long is this episode of Radar do Investidor?

This episode is 32 minutes long.

When was this Radar do Investidor episode published?

This episode was published on June 13, 2025.

What is this episode about?

Mudanças no IOF, nova Medida Provisória com propostas de compensação fiscal, fim da isenção do Imposto de Renda em LCI e LCA, IPCA abaixo do esperado e expectativa para a Selic. Mansueto Almeida, economista-chefe do BTG Pactual, comenta os...

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