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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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05/01/2024

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

Retrospectiva: 2023 começou sob incerteza, mas revelou-se melhor que o esperado

Geopolitica

Macro Brasil

Macro Internacional

Macroeconomics

Oil

by LCA

13/10/2023

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

Assimetria do balanço de riscos impacta mercados de ativos globais e domésticos

Geopolitica

Macro Brasil

Macro Internacional

Macroeconomics

by LCA

19/05/2023

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

TPW Advisory Friday Musings: Rotation

Emerging Markets

Estados Unidos

Estratégia Global

Geopolitica

Macro Internacional

Macroeconomics

by Jay Pelosky

18/05/2023

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

O Panorama Político (15 a 19 de Maio de 2023)

Morning Call

America Latina

Brazil

Public accounting

Emerging Markets

Emerging Markets

ESG

Estratégia Brasil

Geopolitica

Geopolitics

Macro Brasil

Politcs

Marcio Fernandes

by Marcio Fernandes

12/05/2023

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

O Panorama Político (8 a 12 de Maio)

Morning Call

America Latina

Brazil

Estratégia Brasil

Geopolitica

Geopolitics

Politcs

Marcio Fernandes

by Marcio Fernandes

12/05/2023

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

It’s In Da Price

Emerging Markets

Estados Unidos

Estratégia Global

Geopolitica

Macro Internacional

Macroeconomics

by Jay Pelosky

07/05/2023

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

TPW Advisory May Monthly: Forward

Emerging Markets

Estados Unidos

Estratégia Global

Geopolitica

Macro Internacional

Macroeconomics

by Jay Pelosky

04/05/2023

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

1 vote, average: 5.00 out of 5

O Panorama Político (2 a 5 de Maio de 2023)

America Latina

Brazil

Public accounting

Debt

Dívida

Emerging Markets

Emerging Markets

ESG

Estratégia Brasil

Geopolitica

Geopolitics

Politcs

Marcio Fernandes

by Marcio Fernandes

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