Neste episódio, analisamos os impactos da retomada do ciclo de corte de juros nos Estados Unidos e como esse movimento pode influenciar o Brasil.
Bernardo Dutra e Pedro Renault, economistas do Itaú Unibanco, discutem os efeitos da política monetária americana, as implicações para o cenário brasileiro e os possíveis desdobramentos da nova rodada de tarifas que começam a partir de outubro.
Eles também detalham a última revisão de cenário divulgada pelo nosso time macro.
Moderação: Ana Luísa Westphalen, Head Research PF no Itaú BBA.
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