Inflação dos EUA: 1970 vs. Hoje A economia moderna mostra maior resiliência às pressões inflacionárias em comparação com a década de 1970, mas se evita a estagflação depende de quanto tempo dura o atual conflito geopolítico. Imagem: Deutsche Bank Fonte:…
Equity Positioning Equity positioning has edged just below neutral, opening the door to further upside if momentum kicks in. For now, that spark is missing. Image: Deutsche Bank Asset Allocation Fonte: Publicado automaticamente em 11/03/2026 10:00
Cyclicals vs. Defensives Cyclicals have become as pricey as defensives, leaving them vulnerable if confidence falters. Higher energy costs or trade disruptions could worsen the pressure by dampening activity. Image: Goldman Sachs Global Investment Research Fonte: Publicado automaticamente em 11/03/2026…
U.S. Public Opinion on Military Action in Iran Rising U.S. gasoline prices, together with the pushback against strikes on Iran, could push policymakers toward a brief and contained conflict. Image: J.P. Morgan Fonte: Publicado automaticamente em 11/03/2026 08:00
Purchasing Power of the U.S. Dollar Inflation may feel abstract, but its impact isn’t: History shows the U.S. dollar has lost about 90% of its purchasing power since 1966. Only assets that outpace rising prices,… Fonte: Publicado automaticamente em 11/03/2026…
Geopolitical Risk Index Geopolitical risk has risen sharply and this often coincides with higher equity volatility and risk‑off behavior in markets. Markets hate uncertainty, and geopolitics never fail to deliver it. Image: Goldman Sachs Global… Fonte: Publicado automaticamente em 10/03/2026…
S&P 500 Bull Markets Over the past 50 years, the average U.S. bull market has lasted eight years and delivered 288% gains. With this one only in its fourth, there’s good reason to think the… Fonte: Publicado automaticamente em 10/03/2026…
U.S. Consumer Inflation Expectations U.S. households are not fully buying the Fed’s inflation fight. One‑year expectations sit at 3%, above the 2% target, and longer‑term expectations aren’t much different. For most families, everyday costs haven’t… Fonte: Publicado automaticamente em 10/03/2026…
Mudança nas Condições Financeiras Globais Após os 8 Maiores Choques de Risco Geopolítico no Oriente Médio Embora os conflitos passados no Oriente Médio não tenham apertado consistentemente as condições financeiras, o FCI global subiu 31 pb. Sustentado nisso… Fonte: Publicado…
Global Crude Oil Export Global crude exports have tumbled as conflict flares across the Middle East, rattling supply routes. Analysts see several weeks of disruption but some relief ahead if tensions cool. Image: J.P. Morgan… Fonte: Publicado automaticamente em 09/03/2026…
