Compondo a Tese - 26.07.2024

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. Inflação dos EUA acelera a 0,1% e vai a 2,5% em junho https://www.cnnbrasil.com.br/economia/macroeconomia/inflacao-dos-eua-acelera-a-01-e-vai-a-25-em-junho/ PIB dos EUA sobe 2,8% em taxa anual ajustada no 2T24, acima do esperado https://br.investing.com/news/economic-indicators/pib-dos-eua-sobe-28-em-taxa-anual-ajustada-no-2t24-acima-do-esperado-1293290 Inflação medida pelo IPCA-15 desacelera para 0,30%, mas fica acima das expectativas https://www1.folha.uol.com.br/mercado/2024/07/inflacao-medida-pelo-ipca-15-desacelera-para-030-mas-fica-acima-das-expectativas.shtml Obama e Michelle ligam para Kamala Harris e endossam sua candidatura https://www.infomoney.com.br/mundo/obama-e-michelle-ligam-para-kamala-harris-e-endossam-sua-candidatura/ Conselho da Equatorial (EQTL3) homologa aumento de capital em R$516 milhões https://br.investing.com/news/stock-market-news/conselho-da-equatorial-eqtl3-homologa-aumento-de-capital-em-r516-milhoes-1290393 Como caso de Doença de Newcastle afetou exportação de frango brasileiro https://podcasts.apple.com/br/podcast/como-caso-de-doen%C3%A7a-de-newcastle-afetou/id265071481?i=1000663118582 July 22, 2024: Biden withdrew from the 2024 race. What now? https://podcasts.apple.com/br/podcast/july-22-2024-biden-withdrew-from-the-2024-race-what-now/id1169056746?i=1000662965649 Joe Biden Drops Out https://podcasts.apple.com/br/podcast/joe-biden-drops-out/id1200361736?i=1000662964397 Where Democrats Go After Biden https://podcasts.apple.com/br/podcast/where-democrats-go-after-biden/id1142083165?i=1000662959995 Biden Stepped Down. Will Democratic Donors Step Up? https://podcasts.apple.com/br/podcast/biden-stepped-down-will-democratic-donors-step-up/id1578096201?i=1000662937828 The Conspiracy Theory Election https://podcasts.apple.com/br/podcast/the-conspiracy-theory-election/id1302281912?i=1000662866093 Biden Steps Aside. How Might Harris Step Up? https://podcasts.apple.com/br/podcast/biden-steps-aside-how-might-harris-step-up/id1258635512?i=1000662927737 The New Hope, and New Worry, of Kamala Harris https://podcasts.apple.com/br/podcast/the-new-hope-and-new-worry-of-kamala-harris/id1200361736?i=1000663074438 The Lingering Questions about the Attempt to Kill Trump https://podcasts.apple.com/br/podcast/the-lingering-questions-about-the-attempt-to-kill-trump/id1200361736?i=1000663186318 Kamala Harris, In Context https://podcasts.apple.com/br/podcast/kamala-harris-in-context/id1469394914?i=1000663250571 The Harris Campaign Is Born https://podcasts.apple.com/br/podcast/the-harris-campaign-is-born/id1200361736?i=1000663307602 Kamala Harris on Kamala Harris https://podcasts.apple.com/br/podcast/kamala-harris-on-kamala-harris/id1142083165?i=1000663303551 A BREATHER: Making Clothes in China https://podcasts.apple.com/br/podcast/a-breather-making-clothes-in-china/id1289062927?i=1000662970400 Some conservative lawmakers want to end no-fault divorce. Here's why https://podcasts.apple.com/br/podcast/some-conservative-lawmakers-want-to-end-no-fault-divorce/id78304589?i=1000662840912 Do we live inside an enormous black hole? https://podcasts.apple.com/br/podcast/do-we-live-inside-an-enormous-black-hole/id1554578197?i=1000663178128