Macro
A homeopathic rate cut in a less-than-benign scenario
Why a lower Selic rate helps but cannot solve Brazil's challenges on its own.
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Global Macro
Higher for longer? The Fed brought the phrase back into the room
The 25-basis-point hike mattered, but the curve showed that the main message lay elsewhere.
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Japan moves away from zero, one step at a time
The BoJ hike looks modest, but its symbolism is significant for global liquidity.
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Is the cat on the roof?
When AI leaders urge caution, markets need to listen — without losing perspective.
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VAMOS: o que ocupação, caixa e dívida dizem sobre o valor da empresa
Como a VAMOS pode gerar mais caixa com a frota, reduzir a dívida e por que pequenas mudanças nas premissas alteram tanto seu valor indicativo.
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