Mercado olha China, Google e aguarda ata do Fomc e dados: Minuto Touro de Ouro

Summary

The video discusses cautious sentiment in global markets, with investors disappointed by the lack of new economic stimuli from China and awaiting key updates from the U.S. Federal Reserve and inflation data. China's weak performance affected iron ore prices and Vale's ADR in New York. Oil and Bitcoin prices are down, while attention shifts to the conflict in the Middle East and Hurricane Milton, expected to hit Florida. Additionally, the U.S. Department of Justice considers breaking up Google. In Brazil, investors focus on the upcoming inflation report and interest rate decisions under new central bank leadership.

Takeaways

• ⚖️ Caution in global markets with minimal activity as investors await key economic updates.
• 📉 Investors remain disappointed by the lack of new economic stimulus from China.
• 📊 The U.S. Federal Reserve's meeting minutes and inflation data are highly anticipated.
• 📰 China has scheduled a press conference for Saturday, raising expectations of potential news.
• ⛏️ Iron ore prices dropped 3.6%, with Vale's ADR falling by more than 4% yesterday and down 1% today.
• 📈 Global stock markets, including Dow Jones, S&P, and European indices, are hovering around 0.
• 🛢️ Brent crude oil continues to decline, now below $77, partially due to conflict developments in the Middle East.
• 🌪️ Investors are closely monitoring Hurricane Milton, expected to hit Florida tonight, potentially the worst in 100 years.
• 🪙 Bitcoin is stable at $62,000, while investors remain attentive to the Middle East conflict and the hurricane.
• ⚖️ The U.S. Department of Justice is considering breaking up parts of Google, such as Chrome, Play, or Android.
• 📉 Brazil's official inflation data (IPCA) for September is expected soon, influencing central bank rate decisions.
• 🏛️ Gabriel Galípolo was approved as the next president of Brazil's Central Bank, starting in January 2024.

Q & A

What is the general sentiment of the stock market mentioned in the transcript?

The general sentiment of the stock market is cautious, with markets hovering around zero growth due to a lack of new economic stimulus and investors being disappointed.

What is the context of the Chinese economic situation mentioned in the script?

The script mentions that China is holding a press conference on Saturday, which might bring news that could affect the markets, but it is not specified what kind of news it might be.

How did the iron ore market perform according to the transcript?

The iron ore market experienced a significant drop, with the iron ore falling by 3.60% overnight.

What happened to the ADR of Vale in New York as mentioned in the transcript?

The ADR of Vale, which is trading in New York, plunged more than 4% the previous day and is currently falling by 1%.

What is the status of the Dow Jones and S&P in the context of the script?

Both the Dow Jones and S&P are mentioned to be hovering around zero growth.

What is the situation with the Brent oil price as described in the transcript?

The Brent oil price dropped due to a ceasefire hint from the Resbolar, and it is currently falling by 0.3%.

What is the current status of Bitcoin according to the transcript?

Bitcoin is currently valued at $62,000.

What is the concern regarding the conflict in the Middle East mentioned in the script?

Investors are monitoring the conflict in the Middle East, but the specific details of the conflict are not provided.

What is the significance of Hurricane Milton mentioned in the transcript?

Hurricane Milton is expected to hit Florida and is predicted to be one of the worst in the last 100 years.

What is the current status of the US dollar index as per the transcript?

The US dollar index, represented by DXY, is behaving well and is at zero growth.

What is happening with the gold market as mentioned in the transcript?

Gold is moving away from its peak for the sixth consecutive day, with a slight drop.

What corporate news is highlighted in the transcript?

The US Department of Justice is contemplating breaking up Google, potentially forcing them to sell Play, Chrome, or Android to prevent them from gaining unfair advantages over competitors.

What is the update on the Brazilian Central Bank's leadership as per the transcript?

Gabriel Galípolo was approved by the Senate to be the new president of the Brazilian Central Bank starting from January 2nd. President Lula will be able to appoint three more voting directors, meaning from January, seven of the nine voting members will have been appointed by President Lula.