Após um período de trégua nas discussões sobre tarifas internacionais, o tema voltou aos holofotes com o anúncio de novas medidas pelo governo americano. Os impactos já começam a aparecer, com reflexos nos dados de inflação de junho nos Estados Unidos, que vieram acima do esperado pelo mercado.
Entenda o efeito dessas e de outras notícias que agitaram os mercados recentemente e, mais do que isso, o que elas podem sinalizar para os próximos meses nesta live com o economista-chefe da Itaú Asset, Thomas Wu.
Neste mês, o convidado especial foi Bruno Savaris, gestor da família de fundos Itaú Hunter.
Obs: áudio da live realizada em 22/07/25.
Para acessar mais informações sobre a família Itaú Hunter, clique aqui.
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