Compondo a Tese - 11/04/2025

Notas do episódio

Atenção (disclaimer): Os dados aqui apresentados representam minha opinião pessoal.Não são de forma alguma indicações de compra ou venda de ativos no mercado financeiro.Trump eleva para 125% tarifas sobre Chinahttps://www1.folha.uol.com.br/mercado/2025/04/trump-eleva-para-125-tarifas-sobre-china-e-anuncia-reducao-de-reciprocas.shtmlCarne bovina: Abertura de mercado no Marrocoshttps://www.noticiasagricolas.com.br/noticias/carnes/398169-carne-bovina-abertura-de-mercado-no-marrocos.htmlIPCA sobe 0,56% em marçohttps://www.infomoney.com.br/economia/ipca-sobe-056-em-marco-em-linha-com-esperado-e-pressionado-por-alimentos/IBC-Brhttps://www.moneytimes.com.br/ibc-br-previa-do-pib-brasileiro-sobe-04-em-fevereiro-gll/Sequoia (SEQL3) anuncia aumento de capital de até R$ 130 mihttps://www.infomoney.com.br/mercados/sequoia-seql3-anuncia-aumento-de-capital-de-ate-r-130-mi/Equatorial (EQTL3) vende negócios de transmissãohttps://www.moneytimes.com.br/equatorial-eqtl3-vende-negocios-de-transmissao-para-canadense-cdpq-por-ate-r-94-bilhoes-gll/Pátria Randonhttps://braziljournal.com/patria-avalia-consorcios-da-randon-em-r-16-bi-60-de-seu-market-cap/AgroGalaxy (AGXY3) tem plano de recuperação judicial aprovadohttps://www.moneytimes.com.br/agrogalaxy-agxy3-tem-plano-de-recuperacao-judicial-aprovado-em-assembleia-de-credores-lmrs/Minerva anuncia aumento de capital de R$ 2 bi; Queiroz e Salic bancam metadehttps://braziljournal.com/minerva-anuncia-aumento-de-capital-de-r-2-bi-queiroz-e-salic-bancam-metade/Klein pede cancelamento de assembleia da Casas Bahia para destituição de colegiadohttps://br.investing.com/news/stock-market-news/klein-pede-cancelamento-de-assembleia-da-casas-bahia-para-destituicao-de-colegiado-1513006Casas Bahia retira matérias que seriam votadas em assembleia de 30 de abrilhttps://www.infomoney.com.br/mercados/casas-bahia-retira-materias-que-seriam-votadas-em-assembleia-de-30-de-abril/How Trump Wiped Out $10 Trillion in Wealth in 3 Dayshttps://podcasts.apple.com/br/podcast/how-trump-wiped-out-%2410-trillion-in-wealth-in-3-days/id1200361736?i=1000702680001What's so bad about a trade deficit?https://podcasts.apple.com/br/podcast/whats-so-bad-about-a-trade-deficit/id1320118593?i=1000702599872Preparing for the Future of Warhttps://podcasts.apple.com/br/podcast/preparing-for-the-future-of-war/id1602541473?i=1000700999809Classified, or Not Classified?https://podcasts.apple.com/br/podcast/classified-or-not-classified/id1258635512?i=1000701045315DOGE and the Mystery of the State Department Teslashttps://podcasts.apple.com/br/podcast/doge-and-the-mystery-of-the-state-department-teslas/id1614253637?i=1000698243389The Five Eyes Have Noticedhttps://podcasts.apple.com/br/podcast/the-five-eyes-have-noticed/id1258635512?i=1000696520854UOL Prime #59: A polêmica dos "missionários influencers" nas escolas públicashttps://podcasts.apple.com/br/podcast/uol-prime-59-a-pol%C3%AAmica-dos-mission%C3%A1rios/id1574996957?i=1000696476168Babies Not Having Babieshttps://podcasts.apple.com/br/podcast/babies-not-having-babies/id1435743296?i=1000696108633Good Robot #1: The magic intelligence in the skyhttps://podcasts.apple.com/br/podcast/good-robot-1-the-magic-intelligence-in-the-sky/id1554578197?i=1000698853560A U-Turn on Tariffshttps://podcasts.apple.com/br/podcast/a-u-turn-on-tariffs/id1200361736?i=1000702990426Tariffs Are Paused. Uncertainty Isn't.https://podcasts.apple.com/br/podcast/tariffs-are-paused-uncertainty-isnt/id1258635512?i=1000702993465Do trade deficits matter?https://podcasts.apple.com/br/podcast/do-trade-deficits-matter/id290783428?i=1000702939702Trump directs DOJ to investigate former administration officials who criticized himhttps://podcasts.apple.com/br/podcast/trump-directs-doj-to-investigate-former-administration/id78304589?i=1000703088318Trump 2.0: Tariff Turnaroundhttps://podcasts.apple.com/br/podcast/trump-2-0-tariff-turnaround/id1469394914?i=1000703138074