Marcelo Porto
Marcelo Porto
positive since time
It's been a long time since we've had such a positive macroeconomic outlook.
came ended foreign inflation influence market rise time today walked
Today our market walked most of the time on its own feet, with little foreign influence. The rise ended when the inflation index came out.
recently stocks
Stocks that were most favored recently are being penalized now.
argentina attention complexity problems returned
The attention has returned to the complexity of the problems Argentina faces.
animated budget good level minimum victory vote wage
The minimum wage vote was an important victory for the government, which animated the market. The wage level rose, which is good for Brazil, but budget will not suffer.
close
We could be getting close to the floor.
broke despite eve itself market moves positive resistance sideways volume
We had a good, positive day today. The market managed to consolidate itself despite some sideways moves and broke the long-wanted resistance level. Surprisingly for the eve of Carnival, the volume was good.
bit correction happen hardly market might rise room today
The rise today was hardly explicable and I think the market is a bit dangerous. There's big room for a correction still and it might happen any time.
influenced movement rise
The movement was influenced by the rise of the dollar.
effect positive risk
As Brazil's risk falls, this should have a positive effect on financials.
market measures moment reduction results shows
The moment that the market shows that the measures are having results we could see a reduction in rates.
badly companies good outside reporting suffering volatility
Companies may be reporting good results, and in macroeconomic terms, we are not badly off. But we are suffering from volatility outside (Brazil).
linked saying stay
Many are saying that it is the end of their liquidity. But I think they will stay for a while, because there are too many derivatives linked to the receipts.
hard hitting market problem pushed rationing
The more this (details of the swap) is delayed, the more the market will be pushed down. But the problem of (energy) rationing is also hitting us hard right now.