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T7 #26 | Commodities na contramão da bolsa: há oportunidades? episode artwork

EPISODE · Jun 23, 2025 · 27 MIN

T7 #26 | Commodities na contramão da bolsa: há oportunidades?

from Itaú Views · host Itaú BBA

Neste episódio, analisamos o desempenho do setor de commodities na bolsa. Em um ano que o Ibovespa apresenta uma valorização acumulada em mais de 15%, as commodities andaram na contramão do índice. Há oportunidades no radar?Discutimos fatores como câmbio, cenário macro e tensões comerciais e geopolíticas, além de avaliar as perspectivas para os próximos meses e onde estão essas oportunidades em petróleo, mineração, papel e celulose.Participam: Eric Melo, analista de Óleo & Gás do Itaú BBA, e Daniel Sasson, analista de Mineração, Siderurgia, Papel & Celulose do Itaú BBA.Moderação: Marcelo Serrano, Analista de Research para Pessoa Física do Itaú BBA.InstagramTelegramYoutube

Episode metadata supplied by the publisher feed · Published Jun 23, 2025

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T7 #26 | Commodities na contramão da bolsa: há oportunidades?

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