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T7 #31 | O que esperar para a bolsa no 2º semestre? episode artwork

EPISODE · Jul 28, 2025 · 32 MIN

T7 #31 | O que esperar para a bolsa no 2º semestre?

from Itaú Views · host Itaú BBA

Neste episódio, convidamos Daniel Gewehr, estrategista-chefe do Itaú BBA, para fazer um balanço da Bolsa brasileira no 1º semestre de 2025 e discutir o que pode vir pela frente.Conversamos sobre como o cenário macro, tanto global quanto doméstico, influencia as perspectivas para a Bolsa, o papel do fluxo estrangeiro no desempenho do índice, os impactos das tarifas dos EUA e os principais gatilhos que podem movimentar o mercado no segundo semestre.Moderação: Marcelo Serrano, Analista de Research para Pessoa Física do Itaú BBA.InstagramTelegramYoutube

Episode metadata supplied by the publisher feed · Published Jul 28, 2025

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T7 #31 | O que esperar para a bolsa no 2º semestre?

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