O petróleo já apagou a guerra. Então por que o Fed quer subir os juros?
O petróleo devolveu em dez dias toda a alta da guerra. Mesmo assim, um diretor do Fed quer subir os juros, e talvez em dobro. Neste mural eu ligo as peças do dia:- o Brent abaixo de US$ 90 e o diesel no menor estoque em 23 anos;
- o CPI acima do esperado (núcleo +0,3%), sem a régua de 12 meses, e o americano com o maior medo de desemprego desde a covid;
- as mineradoras vendendo bitcoin para pagar dívida;
- o pânico recorde e o melhor dia de Wall Street desde abril;
- o prejuízo do SoftBank, a errata no IPO da Anthropic;
- a gasolina sem imposto até 9 de dezembro e o Safra rebaixando os bancões.
E no fim, a data em que tudo se encontra. O Fed exagera na dose? Comenta aqui embaixo.
👉 Pra ir além: https://octopro.io
⏱️ Capítulos
0:00 Abertura: a doença foi embora, o remédio ficou
0:54 O barril: Brent abaixo de US$ 90
2:11 O diesel e o Fed
3:51 O CPI veio quente e o americano com medo
5:28 Quem deve vende: as mineradoras de bitcoin
7:10 Antes de continuar…
7:27 Wall Street: o pânico e o dia seguinte
9:00 A conta da IA
10:16 Brasil: o posto e o banco
12:08 O mural inteiro e o 9 de dezembro
📰 Fontes
- Discurso de Christopher Waller (Federal Reserve, 10/11/2026): https://www.federalreserve.gov/newsevents/speech/waller20261110a.htm
- Prévia do CPI (CNBC, 09/11/2026): https://www.cnbc.com/2026/11/09/october-cpi-report-2026-inflation.html
- CPI de outubro (BLS, 10/11/2026): https://www.bls.gov/news.release/cpi.nr0.htm
- Pesquisa de expectativas do consumidor (Fed de Nova York): https://www.newyorkfed.org/newsevents/news/research/2026/20261109
- Petróleo e Irã (CNBC, 10/11/2026): https://www.cnbc.com/2026/11/10/trump-iran-war-hormuz-.html
- Brent (Trading Economics): https://tradingeconomics.com/commodity/brent-crude-oil
- MARA, carta aos acionistas (SEC): https://www.sec.gov/Archives/edgar/data/0001507605/000150760526000026/q326shareholderletter.htm
- Empresas que venderam bitcoin em 2026 (Lookonchain): https://x.com/lookonchain/status/2120093314385142021
- Nvidia (CNBC, 10/11/2026): https://www.cnbc.com/2026/11/10/nvidia-nvda-jensen-huang-affair-chinese-spy.html
- SoftBank (CNBC, 10/11/2026): https://www.cnbc.com/2026/11/10/softbank-2q-earnings-tech-selloff.html
- Desoneração da gasolina (Metrópoles): https://www.metropoles.com/brasil/governo-prorroga-desoneracao-da-gasolina-e-do-etanol-ate-dezembro
- Safra rebaixa BB (brapi): https://brapi.dev/news/safra-rebaixa-bb-a-venda-e-tira-compra-de-bradesco-e-itau-a25fe60e
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