Mercado olha Lagarde, dados e tombo do minério: Minuto Touro de Ouro

Summary

In this broadcast, financial markets are reacting positively in Europe ahead of the European Central Bank's expected interest rate cut, with inflation dropping to 1.8%. Meanwhile, U.S. markets continue to hit record highs, bolstered by strong earnings from semiconductor giant TSMC. The broadcast also touches on fluctuating commodity prices, including a notable rise in oil and gold due to ongoing geopolitical tensions. Additionally, a promotional event in Curitiba for the 'Bull of Prosperity' statue is highlighted, inviting viewers to join and take photos.

Takeaways

• 📈 European markets are seeing significant gains, awaiting the European Central Bank's third interest rate cut of 2024, projected to lower rates by 0.25% to 3.25%.
• 📉 Inflation in Europe has dropped below the target of 2%, now standing at 1.80%, indicating economic challenges.
• ⚠️ Economic indicators for September show weakness in the European economy, with concerns about the impact on market performance.
• 💔 Despite a 6% drop in iron ore prices, European markets are still rising, with France up 1.25% and Italy up 1%.
• 📊 In the U.S., markets are also performing well, reaching record highs, with notable gains in technology stocks.
• 🚀 TSMC, a major chip manufacturer, has seen a surge in stock prices following a strong financial report, boosting the tech sector.
• 📈 The Nasdaq is up 0.7%, reflecting a strong performance in technology stocks, while the S&P 500 is up 0.4%.
• ⚖️ The Dow Jones remains stable, showing no significant movement.
• 💰 After four days of decline, oil prices are rising again, currently at $46.00.
• 📊 Bitcoin has reached a new record price of $67,200, alongside gold prices hitting $2,685 per ounce due to rising tensions in the Middle East.
• 🎉 Today, an inflation report is set to be released, and Pablo is participating in an event in Curitiba, unveiling a larger replica of the Wall Street bull.

Q & A

What are the current trends in global stock markets mentioned in the script?

Global stock markets are rising, particularly in Europe, as investors anticipate the European Central Bank's third interest rate cut in 2024.

What is the expected change in interest rates by the European Central Bank?

The expectation is for the European Central Bank to cut interest rates by 0.25 percentage points, bringing their equivalent Selic rate down to 3.25% per year.

What recent economic data has influenced the European markets?

Recent data showed that inflation in Europe has dropped below the 2% target, currently at 1.80% per year, which has contributed to market optimism.

How has the performance of the European economy been characterized?

The performance of the European economy is characterized as weakening, with significant drops in various sectors, including a notable decline in iron ore prices.

What impact did the drop in iron ore prices have on the stock market?

Despite the drop in iron ore prices, which fell by 6% overnight, European markets continued to rise, indicating resilience among investors.

What is the performance of major European stock indices mentioned?

The French stock market is up 1.25%, Germany is up 0.6%, and Italy has seen a 1% increase.

What was the stock market situation in the United States?

The U.S. stock market closed at a record high yesterday, with technology stocks, particularly TSMC, performing strongly, driving overall market gains.

What is the significance of TSMC's performance?

TSMC's strong performance is significant as it boosts the entire technology sector in the U.S., particularly influencing the NASDAQ index.

What are the recent price movements of Bitcoin and gold?

Bitcoin is trading at $67,200, and gold has reached a new record price of $2,685 per ounce, largely due to rising tensions in the Middle East and upcoming U.S. elections.

What event is mentioned that relates to Pablo's activities today?

Pablo is attending the inauguration of a larger replica of the Wall Street bull statue in Curitiba at the XP space, where he invites attendees to visit and take photos.