O episódio desta semana (21 a 25 de abril de 2025) aborda desafios econômicos e fiscais que impactam o Brasil e o agronegócio. Antônio da Luz discute a flexibilização das regras fiscais, a dificuldade do governo em cumprir metas sem cortes de gastos e o impacto do populismo econômico na política monetária.
Tópicos abordados:
Crise fiscal: Inflação desancorada e metas de superávit ameaçadas.
Populismo econômico: Pressão política sobre juros, com paralelos entre os governos Trump e Lula.
Colapso das contas públicas: Gastos discricionários reduzidos, ameaçando políticas como o Plano Safra.
Financiamento do agronegócio: Transição para dependência total do mercado financeiro.
Câmbio e cenário global: Valorização do dólar no Brasil por incertezas fiscais, enquanto a moeda perde força no exterior.
Antônio alerta que os desafios fiscais do Brasil exigem adaptação do agronegócio e dos investidores para enfrentar a crise.
➡🎙A voz da maior securitizadora do Agro!
🔗Spotify: https://lnkd.in/dEXjHM2P
🔗Apple Podcast: https://lnkd.in/dgDAHdfw
FICHA TÉCNICA:
Apresentação: Antônio da Luz
Produção: Agro Resenha
Edição: Senhor A
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