NovusCast - 17 de Abril 2025

from Novus Capital · host Novus Capital

Nossos sócios Luiz Eduardo Portella, Tomás Goulart e Sarah Campos debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo.⁠ ⁠ No cenário internacional, o Banco Central Europeu cortou a taxa de juros em 0,25% - apesar de ter sido a magnitude esperada, o tom veio um pouco mais dove que a expectativa, sob as óticas de inflação e de atividade. Nos EUA, foram divulgados dados de varejo um pouco melhores que a expectativa - mas ainda referentes a março, antes do anúncio das tarifas; e “soft data” referentes a abril, já refletindo expectativa de contração da atividade. No âmbito de política monetária, um dos membros do Fed, Christopher J. Waller, começou a semana com falas mais dovish, focando no efeito transitório da inflação; mas o presidente da entidade, Jerome Powell, seguiu com tom mais hawk e cauteloso. ⁠ No Brasil, foi enviado ao Congresso o Projeto de Lei de Diretrizes Orçamentárias (PLDO) de 2026, cuja notícia positiva foi a manutenção das metas fiscais de superávit até 2029. ⁠ Nos EUA, os juros fecharam (vértice de 5 anos -22 bps), e as bolsas tiveram desempenho misto – S&P -1,5%, Nasdaq -2,31% e Russell2000 +1,1%. No Brasil, os juros também fecharam (jan/35 -28 bps), o Ibovespa subiu 1,54% e, o real, 1,03%. ⁠ ⁠⁠⁠⁠⁠Na próxima semana será importante acompanhar os dados de atividade (PMIs) nos EUA e na Europa; o IPCA-15 aqui no Brasil; e a reunião de primavera do FMI. ⁠ ⁠Não deixe de conferir!⁠

What this episode covers

Nossos sócios Luiz Eduardo Portella, Tomás Goulart e Sarah Campos debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo.⁠⁠No cenário internacional, o Banco Central Europeu cortou a taxa de juros em 0,25% - apesar de ter sido a magnitude esperada, o tom veio um pouco mais dove que a expectativa, sob as óticas de inflação e de atividade. Nos EUA, foram divulgados dados de varejo um pouco melhores que a expectativa - mas ainda referentes a março, antes do anúncio das tarifas; e “soft data” referentes a abril, já refletindo expectativa de contração da atividade. No âmbito de política monetária, um dos membros do Fed, Christopher J. Waller, começou a semana com falas mais dovish, focando no efeito transitório da inflação; mas o presidente da entidade, Jerome Powell, seguiu com tom mais hawk e cauteloso.⁠No Brasil, foi enviado ao Congresso o Projeto de Lei de Diretrizes Orçamentárias (PLDO) de 2026, cuja notícia positiva foi a manutenção das metas fiscais de superávit até 2029.⁠Nos EUA, os juros fecharam (vértice de 5 anos -22 bps), e as bolsas tiveram desempenho misto – S&P -1,5%, Nasdaq -2,31% e Russell2000 +1,1%. No Brasil, os juros também fecharam (jan/35 -28 bps), o Ibovespa subiu 1,54% e, o real, 1,03%. ⁠⁠⁠⁠⁠⁠Na próxima semana será importante acompanhar os dados de atividade (PMIs) nos EUA e na Europa; o IPCA-15 aqui no Brasil; e a reunião de primavera do FMI.⁠⁠Não deixe de conferir!⁠

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NovusCast - 17 de Abril 2025

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This episode is 13 minutes long.

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This episode was published on April 17, 2025.

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