Navigating Shifts in Energy and Markets: Petrobras Leadership, Gold Trends, and Global Stock Highs

Navigating Shifts in Energy and Markets: Petrobras Leadership, Gold Trends, and Global Stock Highs

Petrobras Leadership Change Recently, Petrobras appointed a new CEO, Jean Paul Prates, under the direction of President Lula. Upon taking office, Prates emphasized that despite the global shift towards renewable energy, Brazil, as Latin America’s largest oil producer, will continue to increase fossil fuel production. He stated that oil production would remain the company’s top priority, while also making moderate investments in renewable energy projects such as wind power. The new policies include changing the fuel pricing strategy, moving away from complete reliance on international import parity pricing and adopting an “opportunity cost” logic for pricing. This shift aims to...

What is the Theory of “Returns in Growth”?

What is the Theory of “Returns in Growth”?

Traditional economic theory suggests that when companies are making too much profit, an invisible force pulls them back to reality, ensuring that all eventually operate under similar conditions. Imagine a bustling café in a newly developed neighbourhood. Its popularity would naturally attract more competitors to the area, each trying to outdo the other with different coffee blends, improved services, or more competitive prices. This increase in competition would eventually distribute customers and profits more evenly among all the cafés, representing how traditional theory views market equilibrium being restored as success attracts competition. However, Wall Street strategist Michael Mauboussin, based on...

Bull run continues in full swing, and it’s Asia’s turn to get into the spirit.

Bull run continues in full swing, and it’s Asia’s turn to get into the spirit.

The market continues to observe an intense bull run, with the XAUUSD gold contract soaring and speculation around Artificial Intelligence boosting the Tokyo stock exchange, which surpassed the unprecedented 40 thousand points mark. Along with the American and European stock markets, they are renewing historic highs. The bull run continues in full swing, and it’s Asia’s turn to get in on the action.Last week, the market started cautiously. On the one hand, the bull run is already underway, targeting future interest rate cuts in the US and Europe. On the other hand, the fear that these cuts could be postponed...

American inflation postpones bets on interest cuts

American inflation postpones bets on interest cuts

Discover the key events and indicators shaping the markets this week! From corporate balance sheets to economic data, we keep an eye on everything. This week, events such as the balance sheet of important companies stand out, including the giant NVIDIA and Vale, as well as economic indicators, such as the Eurozone CPI and Germany’s GDP. At the same time, we look at the performance of assets such as gold and the Euro/Dollar pair, which offer valuable insights into trends and potential investment opportunities. American inflation heats up and postpones bets on interest rate cuts. It seemed to be a...