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T8 #25 | El Niño mais forte à vista. É hora de se preocupar? episode artwork

EPISODE · Jul 6, 2026 · 23 MIN

T8 #25 | El Niño mais forte à vista. É hora de se preocupar?

from Itaú Views · host Itaú BBA

O El Niño deve ganhar força nos próximos meses e já desperta dúvidas entre investidores sobre seus possíveis impactos econômicos.Neste episódio do Itaú Views, Bruno Tomazetto, analista de ações do Research do Itaú BBA, e Matheus Marques, estrategista de ações do Itaú BBA analisam como o fenômeno pode influenciar inflação, atividade econômica e diferentes setores da Bolsa, com destaque para agronegócio, energia, logística e setor financeiro. Também discutem quais indicadores acompanhar e como incorporar esse risco climático às decisões de investimento.Confira o relatório completo:https://www.itau.com.br/itaubba-pt/portal/viewer/equity/1b1f1eb3-0de1-43ab-9611-11545c8d53a8/DaP_Estrategia_ElNino_300626Moderação: Marcelle Gutierrez, Research do Itaú BBA. Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Telegram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠

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T8 #25 | El Niño mais forte à vista. É hora de se preocupar?

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