Brazil is leaving a ‘winning’ schedule, but the international inconvenience should weigh in the stock market

The Of Brazil He was one of the largest taxes in the United States – and, an analysis made, from the ‘winning’ in the time of this car Donald Trump “Your Television Day”.

But the truth is that in general of the values ​​they declared America It was very poorly worse. It is a reform of the entire international process in the world that guides recent years.

And worse: instead of incorrect items around the markets since the beginning of the government Gadded a thick layer of doubt.

“I believe the market expects taxes about the selected product, but widespread sheets will be strange,” the team wrote US Bank Merrill Lynch Lynch (Bisco) a report.

And what strange! Practically, the average problem USA must cost about 5% to more than 20%, an unexpected level for at least since 1936, according to Bradesco BBI.

This feeling, the fastest effect should be a Sellor public sale of risk assets. “Asians should have suffered a lot, but I don’t think Of Brazil and Mexico Out out of the fall, whether it is all the greatness, “said one of the famous Brazilian manager.

In the world, markets reacted to a strong point in the post and future bargaining bars. Inland Utensilclosed markets, but JapanThe main scholarship guide for more than 5%. Vix, fear index, work and jewelry, value is for timeless times, renewed records.

Already EwITF in the main acts of Brazilian negotiations New YorkHe even hit 2%, but he was wearing stability.

The rotation that comes out

Searching for many of the rapid information about the notice, however, decrease in American economy – which is evaluated by the invention of emerging markets, as those affected Of Brazil and Mexicowhich is saved at least now.

“This money, is the prophecy of the basic strategy of the United States, which was the growth of the manager, the root of the entrepreneur and the confidence in such confusion and recovery.”

Numbers: Accounts Bradesco BBIThe US economy can be affected by 1 percent of the percentage of inflation this year. In terms of GDP, the exercises suggest a 1.5 pp negative.

According to Bradesco BBIThe ads for the promotion of the Brazil exports USA It’s a little. “As we are at least, we don’t even lose shipping appears possible.

To André perfectionThe economic chief Hatepronounced the “left ” Of BrazilIt can be described in the loss of business balance: We download more than to export USA.

This business flow between the two countries, he said, he helps real To suffer a little before the size of the size dool.

Second André ValérioHigh economic BallNet effect on levels can be positive, especially if they are revenge by Utensil And Europe.

“The Of Brazil It looks like to find the shipping proportion of export, as these regions directly maintain their needs in other places, especially a citizen, who is competing with Agro Agreement, “he said.

In addition, the fact that Of Brazil When not low tax, it will make our commodity more than in other countries, which may allow large exports Americafinished credit.

According to him, today the high gap of interest in the United States has supported the appreciation real in front of it dool. “Now, real is one of the best investors in this fact because of this fact, with positions sold dool facing real Being the main description against the US limit. “