OhmResearch Reports

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Show all reports Carteiras Temáticas One Carteiras Temáticas Premium Macro Global OHM Brasil OHM Global Portfolio Strategy

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06/05/2024

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

Exercício de opção

FED

Macro Brasil

Macro Internacional

Macroeconomics

Taxa de Juros

by MCM

06/05/2024

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

FED: sem pressa para flexibilizar, mas longe de tornar a aumentar juros

Macro Brasil

Macro Internacional

Macroeconomics

by LCA

26/04/2024

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

Riscos ensaiam refluxo auspicioso, mas incerteza segue elevada

Macro Brasil

Macro Internacional

Macroeconomics

by LCA

19/04/2024

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

Projeções do cenário base revistas à luz das renovadas incertezas externas e internas

Macro Brasil

Macro Internacional

Macroeconomics

by LCA

12/04/2024

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

Lenta distensão do mercado de trabalho instiga cautela na redução de juros

Macro Brasil

Macro Internacional

Macroeconomics

by LCA

05/04/2024

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

Mercados ficam mais voláteis em meio à maior incerteza na política monetária

FED

Macro Brasil

Macro Internacional

Macroeconomics

Taxa de Juros

by LCA

28/03/2024

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

1 vote, average: 4.00 out of 5

FED vê melhora do balanço de riscos e reitera perspectiva de pouso suave

FED

Macro Brasil

Macro Internacional

Macroeconomics

Taxa de Juros

by LCA

22/03/2024

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

1 vote, average: 3.00 out of 5

Confiança e precaução

FED

Macro Brasil

Macro Internacional

Macroeconomics

Taxa de Juros

by MCM

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