JUROS PODEM CAIR, MAS 2027 SERÁ DIFÍCIL: A VISÃO DE MARCUS FADUL, DA ACUTO

A queda do custo de capital pode abrir espaço para uma nova dinâmica na economia brasileira, mas o caminho até lá pode exigir um forte “freio de arrumação”. Neste corte do Stock Pickers,, Marcus Fadul, fundador da Acuto Capital, explica como a gestora enxerga o impacto de juros menores sobre empresas, consumo, investimentos e Bolsa.

Fadul avalia por que 2027 pode ser marcado por uma desaceleração importante da atividade e explica o papel que um eventual aumento do investimento, das concessões e da entrada de capital estrangeiro poderia ter para compensar esse movimento.

Na conversa, ele também comenta o impacto da credibilidade fiscal sobre o custo de capital e por que a velocidade de execução das medidas pode ser determinante para o cenário econômico.

🎙️ Convidado: Marcus Fadul, Fundador da Acuto Capital
🎧 Apresentação: Lucas Collazo

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