Tariffs may not have as much of an impact on China which has rewired its supply chains to reduce its dependence on the US, says Campbell Parry, global resources analyst at Investec Wealth and Investment International. Speaking on the latest episode of No Ordinary Wednesday, Parry discusses prospects for the Chinese economy and the country’s investm…

Callum Macpherson, Head of Commodities at Investec UK, discusses the impact of uncertainty in the oil market brought about by President Trump's trade policies and the debate over Ukraine peace talks. InvestecInvestec

Mercado brasileiro reage a novas tarifas dos EUA e teme estagflação; petróleo cai e ações da Petrobras recuam 4,6%, enquanto o dólar tem a maior queda em quase dois anos e meio.

There are rising concerns about the US economy, from weakening consumer numbers to worries about employment. This may explain why US markets have lagged global markets this year, as expected weaker economic growth translates into softer earnings. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his v…

O Ibovespa fechou a sexta-feira com queda de 1,36%, aos 123.096 pontos. Já o dólar subiu 1,5%, cotado a R$ 5,92. Beatriz Pacheco conta o que movimentou o mercado hoje. Ouça!

Nesta quinta-feira (27), o Ibovespa operou em queda na maior parte do dia e fechou em alta de 0,02%, devido ao peso das ações da Petrobras, donas de 13% de espaço na principal carteira teórica do Brasil. Ouça o comentário de Gustavo Ferreira.

Cento e trinta e sete mil empregos formais foram gerados no Brasil em janeiro deste ano, de acordo com os dados do Caged. Enquanto isso, o Ibovespa caiu 1%. No 'Valor Investe', Gustavo Ferreira explica se há relação entre os números divulgados e a reação do mercado.

Gustavo Ferreira conta que o novo IPCA-15, índice que mede a inflação entre os dias 15 de cada mês, ajudou a turbinar a Bolsa de Valores nesta terça-feira (25). Ouça!

Thinking of buying a new car in 2025? Before you make your next big purchase, get expert insights into the latest car trends, best models, and smart financing strategies. In this episode of Everything Counts, host Marius Roberts is joined by automotive insiders, Sean Nurse, Motoring Editor at AutoTrader and Editorial Director, Ian McLaren, from Car…

No Valor Investe, Gustavo Ferreira analisa como o plano do governo de liberar o FGTS de trabalhadores demitidos que optaram pelo saque-aniversário afeta a economia. De acordo com o comentarista, não adianta o Banco Central puxar a Selic para os arredores de 15% se governo incentivar ainda mais o consumo.…

Brent fell at the end of last week, whereas it had been rallying strongly for much of last week. Callum Macpherson, Head of Commodities at Investec UK looks at what brought about this change of direction. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to bu…

Fiscal challenges are a recurring theme from Washington to Cape Town. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at how the US Congress will need to pass legislation by the middle of next month to avoid a funding lapse, while its debt ceiling will need to be raised soon. Investec Focus Radio S…

Nesta sexta-feira (21), o Ibovespa cai 0,7% e deve encerrar a semana com perdas acima de 1%. Enquanto isso, nos Estados Unidos, os investidores começam a se atentar para o risco de repique inflacionário em meio aos tarifaços de Donald Trump.

Gustavo Ferreira traz as principais informações sobre o mercado financeiro hoje, e destaca que foi um dia de investidores "encontrando poucas razões dentro e fora do Brasil para tomar decisões precipitadas, seja assumindo, seja fugindo de risco."

O Ibovespa fechou em queda de 0,95%, com 127.308 pontos. Já o dólar subiu 0,66%, cotado a R$ 5,72. Gustavo Ferreira conta o que movimentou o mercado financeiro nesta quarta-feira.

Gustavo Ferreira traz as notícias do mercado financeiro, e ainda aborda o furor gerado a partir de pesquisa Datafolha divulgada na sexta-feira (14) por causa da baixa popularidade do presidente Lula.

Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast. Investec Focus Radio…

Gustavo Ferreira traz as notícias do mercado financeiro nesta segunda-feira (17). "Tivemos ainda hoje uma continuidade da euforia que tomou conta da Faria Lima na sexta passada, popularidade do presidente Lula caindo pelas tabelas e a turma sonhando com a derrota de seus planos de reeleição em 2026."…

Tristanne Farrell chats to Virginia MacKenny- artist, writer, and Emeritus Associate Professor of Painting at Michaelis School of Fine Art, and Vanessa Cowling, artist and part-time lecturer in photography at UCT. They discuss everything you need to consider when buying photography as part of your art collection. The conversation covers edition siz…

Callum Macpherson, Head of Commodities at Investec UK discusses the latest report from the International Energy Agency looking at outlook for supply and demand. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcas…

While there are signs that inflation is reaccelerating in the US, data such as retail sales, and credit card and auto loan delinquencies, point to softer economic growth, posing challenges for the Fed. Listen to Chief Investment Strategist at Investec Wealth & Investment International Chris Holdsworth's analysis. Investec Focus Radio SA…

No Brasil, a Bolsa de Valores de São Paulo fechou em alta de 0,38%, com 124.850 pontos. Já o dólar comercial subiu 0,1%, cotado a R$ 5,76. Gustavo Ferreira conta o que movimentou o mercado financeiro nesta quinta-feira. Ouça!

O Ibovespa fechou em queda de 1,69%, com 124.380 pontos. Já o dólar comercial caiu 0,08%, cotado a R$ 5,76. Gustavo Ferreira conta o que movimentou o mercado brasileiro nesta quarta-feira. Ouça!

O Índice Nacional de Preços ao Consumidor Amplo (IPCA) fechou janeiro em 0,16%, ficando 0,36% acima da taxa de dezembro (0,52%). Gustavo Ferreira analisa os dados.

Gustavo Ferreira fala sobre as negociações no mercado financeiro após as ameaças de taxação de 25% sobre todas as importações de aço e alumínio para o país feitas pelo presidente dos Estados Unidos, Donald Trump.

Since last week’s podcast, Trump has delayed some of the new tariffs, Callum Macpherson, Head of Commodities at Investec UK, discusses what has been going on and what this might mean for oil. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell fin…

Tariff wars are escalating, with President Trump announcing new tariffs on steel and aluminium imports, and China retaliating with tariffs on a wide range of US goods. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at this in the context of strong labour growth in the US, and diverging trends in o…