URGENTE! SELIC sobe 0,5% em DECISÂO UNÂNIME! Trump é eleito Presidente e DISPARA o DÓLAR e BTC!

Summary

In this energetic and informative video, the speaker discusses recent market movements triggered by major global events. With Donald Trump's victory in the U.S. presidential election, markets experienced volatility, including a rise in the Brazilian SELIC rate and fluctuations in the dollar. The speaker breaks down the impacts of Trump's policies on trade, inflation, and investments, highlighting sectors like oil, gas, and agriculture that could benefit. The video also explores strategies for investors to navigate these uncertain times and protect their assets. It's an engaging look at the financial implications of political shifts.

Takeaways

• 😀 The dollar briefly hit R$6, but the main news was a significant SELIC rate hike and Trump’s victory in the U.S. presidential election.
• 📈 The Central Bank raised the SELIC rate by 0.5%, from 10.75% to 11.25%, to combat inflation and cool down the economy.
• 💸 Higher SELIC rates make credit more expensive, reducing demand and potentially lowering inflation, but it also means higher costs for loans and financing.
• 📊 Fixed-income investors benefit from the SELIC hike, as investments like CDBs and LCIs become more attractive, offering higher returns.
• 📉 Stock market investors might find equities less appealing due to higher returns from safer, fixed-income investments.
• 🇺🇸 Trump’s victory marks him as the 47th U.S. President, and he has promised significant tax cuts and increased tariffs on Chinese imports.
• 💡 Trump has also shown strong support for cryptocurrencies, even suggesting the U.S. government may create a Bitcoin reserve.
• 📉 The U.S. stock market saw some optimism, with the S&P 500 rising 2%, while global markets, including Brazil, experienced volatility.
• 💥 Bitcoin saw a huge surge, breaking the $74,500 mark after Trump’s election results solidified his lead.
• 🌍 The victory could lead to shifts in global trade, with the U.S. potentially taxing countries that move away from using the dollar as the global reserve currency.
• 💰 Brazilian export-driven sectors, like agribusiness and mining, are likely to benefit from Trump’s tariffs on Chinese imports, while companies with dollar-denominated debts may struggle.

Q & A

Why did the Selic rate increase in Brazil today?

The Selic rate in Brazil was raised by 0.5 percentage points to 11.25% to control inflation. With the economy heating up, the dollar rising, and energy costs increasing, the Central Bank's goal is to make credit more expensive, reduce consumer spending, and ease price pressures.

How does an increase in the Selic rate affect consumers and investors?

For consumers, a higher Selic rate means more expensive loans and financing, which could reduce spending, especially on big-ticket items. For investors, it makes fixed-income investments, like CDBs and LCIs, more attractive, but may reduce the appeal of stocks as higher returns are offered by safer investments.

What were the main political impacts following Donald Trump's victory?

Trump’s victory has significant implications, including plans to cut taxes further, increase tariffs on imports, and deport illegal immigrants. He also promised to support cryptocurrencies and signal a more aggressive stance on international trade, particularly with China.

What did Trump say about his stance on cryptocurrencies during the campaign?

During his campaign, Trump expressed strong support for cryptocurrencies, referring to himself as the 'crypto president.' He promised to end the 'war on crypto,' support Bitcoin mining, and even hinted at the possibility of the US government holding Bitcoin in reserve.

How did the US stock market react to Trump’s election results?

The US stock market showed optimism after Trump's victory. The S&P 500 rose by around 2%, and the VIX (a volatility index) dropped by over 20%, signaling confidence among investors about Trump’s economic policies.

What happened to the Brazilian real (BRL) in response to Trump’s victory?

The Brazilian real initially spiked to R$5.84 after Trump’s victory was confirmed, but then corrected, falling to R$5.71. This fluctuation is a reflection of the uncertainty and volatility caused by the global political situation.

What are the potential benefits for Brazilian companies from Trump’s trade policies?

Brazilian exporters, especially in sectors like agribusiness and commodities, could benefit from Trump's tariffs on Chinese goods. Companies like SLC Agrícola and Brasil Agro might see increased demand for their products. Additionally, oil and gas companies, like Petrobras, could benefit from Trump’s fiscal incentives for the energy sector.

Which Brazilian sectors might struggle under Trump’s policies, and why?

Sectors like retail and aviation could face challenges. Companies with dollar-denominated debt, such as Lojas Renner and Magazine Luiza, might suffer due to the stronger dollar. Similarly, aviation companies like Gol and Azul could see rising costs from higher fuel prices and more expensive dollar-based financing.

What is the impact of Trump's tariff increases on global trade?

Trump’s proposed tariff hikes, especially on Chinese goods, could disrupt global trade. This could lead to countries like Brazil benefiting from increased demand for their exports, but also strain relations between the US and trading partners who face higher tariffs on their products.

What did the victory of Trump mean for Bitcoin and other cryptocurrencies?

Trump’s victory provided a boost for Bitcoin and other cryptocurrencies. The market saw Bitcoin's value surge above R$74,500, driven by Trump's pro-crypto stance and promises to support the industry. This makes crypto assets more attractive to investors looking for alternative stores of value amid political uncertainty.