TARIFAÇO DO TRUMP VAI MUDAR A ELEIÇÃO DE 2026 NO BRASIL?
Trump voltou com tudo — e as tarifas também.Neste episódio especial do Stock Pickers, recebemos o time da Kínitro Capital para destrinchar os efeitos do novo “tarifaço” anunciado pelo ex-presidente americano, que impacta diretamente o Brasil e reacende os riscos de inflação, juros mais altos e turbulência nos mercados.
A análise vai muito além do superficial: exploramos o impacto sobre crescimento global, inflação americana, NTNBs, commodities, real estate, e a trajetória de Lula nas eleições de 2026.
Também discutimos os ajustes de portfólio da gestora, a leitura técnica sobre os juros americanos, bolsa dos EUA, dólar, e os paralelos entre o Brasil e o rali da Argentina.
Um episódio técnico, denso e extremamente útil para quem quer se posicionar bem em meio ao novo cenário global.
🎙️ Convidado: Time da Kínitro Capital
🎧 Apresentação: Lucas Collazo
#Trump #Tarifas #Juros #Inflação #Bolsa #Eleições2026 #StockPickers
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