Dear readers,
Too bad, the corridors of the market have no ears. What is spoken aloud, in good tone, without fear of cameras and microphones: this would be the most consumed content of the square.
While the market literally “widely viewed” for any event until the 2026 election, the “truck” of American technology companies continues to go over absolutely any preceding concept of value generation. The result released by goal and Microsoft
The efficiency generated by the artificial intelligence tools that at each sun is more implemented and gain more and more space is colossal. Almost a month ago, the company itself founded by Bill Gates announced the shutdown of 5,000 developers.
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If my mother accompanied corporate news, she would be startled to realize that the role she recommended to me as “safe haven, today is the target of threat of the invisible, the intangible. However, in Brazil, only the possible turn of political cycle and sanctions that Donald Trump coordinates against leaders of the Brazilian judiciary is discussed.
The rates have become a “no event”, the idea of a right -wing right crystallizes. Tarcisio, Caiado, Mouse, who knows?
On the other hand, the certainty that Lula will play. Measures hitherto imposed only on a select group of US enemies, falls on Moraes – he is unable to perform many operations,
The closed siege generates even more pressure on the transition theme. Languages already emphasize a confidence that direction will change, but the fear of exposure to institutional risk increases. If in fact the current government may be in a “bellind”, as many market members believe, there are interventionist risks that are whispered between conversations of those who make a decision. Whether for the recent past or not, the heritage of many no longer speaks Portuguese and are almost completely dolored.
Even so, normal mental distribution says it is a tail risk. The desire is a little more clarity so that, finally, everyone can begin to “bring” elections.
