Episódio #90: Payroll surpreende, eleição esquenta e o mercado muda de preço

from Tá no preço? · host Ana Laura Magalhães

No episódio de hoje, falamos sobre o payroll dos Estados Unidos, que veio muito acima do esperado e reacendeu a discussão sobre o mercado de trabalho americano, inflação e os próximos passos do Federal Reserve. Também comentamos a pesquisa Datafolha divulgada em 3 de setembro, com novos sinais sobre a corrida eleitoral de 2026 e os possíveis impactos do cenário político sobre os mercados.No Brasil, olhamos para o que os títulos públicos estão sinalizando neste momento: taxas dos prefixados ainda bastante elevadas, enquanto os títulos atrelados ao IPCA aparecem com taxas reais mais baixas. O que essa diferença entre as curvas está dizendo sobre as expectativas do mercado para juros, inflação e o cenário econômico à frente?

Episode metadata supplied by the publisher feed · Published Sep 4, 2026

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Episódio #90: Payroll surpreende, eleição esquenta e o mercado muda de preço

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