“Juro precisa cair ou quebramos”: gestores alertam contra renda fixa atrelada ao CDI | Expert XP
Em painel que reuniu Bruno Cordeiro, da Kapitalo, Ruy Alves, da Kinea, e João Landau, da Vista Capital, o diagnóstico foi: há probabilidade muito alta de recessão em 2027, e o cenário fiscal está debilitado. Para eles, a renda fixa atrelada ao CDI perde espaço. A aposta dos gestores está nos títulos atrelados à inflação — o IPCA+. Landau foi direto: o próprio Tesouro Nacional sinaliza que o juro atual é insustentável.Sobre as eleições, os gestores não pouparam críticas. Cordeiro vê risco de recessão independentemente de quem vença. Alves afirmou que nenhum dos dois principais candidatos tem histórico de ajuste fiscal. E Landau completou: não existe mais ajuste pequeno.
Leia mais em: https://www.infomoney.com.br/onde-investir/juro-precisa-cair-ou-quebramos-gestores-alertam-contra-renda-fixa-atrelada-ao-cdi/
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