COM FLÁVIO BOLSONARO, O BRASIL PODE VIVER UMA NOVA FASE ECONÔMICA?
O mercado já está precificando uma mudança de governo no Brasil? Neste corte do Stock Pickers, Aurélio Bicalho, economista-chefe da Vinland, analisa o cenário eleitoral e os possíveis impactos de uma virada na política econômica sobre os ativos brasileiros.Uma eventual mudança de governo poderia abrir espaço para uma melhora das expectativas fiscais, queda dos juros de longo prazo e valorização das ações brasileiras? Ou o mercado está confiante demais antes de uma definição eleitoral?
A conversa passa pelos desafios das contas públicas e pelo que os investidores devem observar para entender se o Brasil pode, de fato, entrar em uma nova fase econômica.
Confira o episódio completo do Stock Pickers no YouTube: https://youtu.be/_0KVVHh_SFM?si=WYCczJiqCX1c7t48
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