Arquivo de Economy - Galapagos Capital

Conflict and interest

Muito das expectativas de cortes de juros nos emergentes, que vinham sendo apontadas como um ponto de atratividade desses mercados em meio aos riscos globais, foram desprecificadas. A perspectiva de juros mais altos nos EUA vem se somando à percepção de que o mundo se tornou um lugar mais perigoso, especialmente depois dos ataques do […]

Robustness of the Economy – between good and bad reasons

É intrigante a resiliência da atividade econômica no mundo. Após aperto monetário significativo naseconomias emergentes e em uma das principais economias avançadas, os Estados Unidos, era esperadoque o crescimento mundial estivesse menor. Contudo, as projeções do consenso do mercado e do FMIsão semelhantes; estimam crescimento mundial entre 2,7% e 3% em 2023, pequeno arrefecimento emrelação […]

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