ELEIÇÃO DE 2026: POR QUE O MERCADO ESTÁ DE OLHO NO 1º TURNO?
A eleição de 2026 entrou definitivamente no radar dos mercados. Neste episódio do Stock Pickers, Marcus Fadul, fundador da Acuto Capital, explica como a gestora está enxergando o cenário político e seus possíveis impactos sobre juros, câmbio e investimentos no Brasil.Na conversa, Fadul detalha por que considera o primeiro turno um momento decisivo para recalibrar as probabilidades da disputa presidencial, analisa o avanço de partidos de direita e centro-direita no Congresso e nos governos estaduais e explica quais sinais do resultado de outubro podem influenciar a leitura do mercado para o segundo turno.
Também falamos sobre a relação entre eleição e ativos brasileiros, os possíveis efeitos sobre a governabilidade e como a Acuto trabalha com cenários de alta incerteza.
🎙️ Convidado: Marcus Fadul, Fundador da Acuto Capital
🎧 Apresentação: Lucas Collazo
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