Founder and chairman of the XP administration council, Guilherme Benchimol, He lectured during Advanced 2025, organized by Favor Capital, this Friday (11), in São Paulo (SP), and commented on the current scenario for the American economy. He predicts a more fragile dollar ahead.
For Benchimol, the American economy lived a “full steam boiler.” According to the CEO, “If it continued as it arrived, this pan would explode.”
“I had an economy that grew for many years. I had no more free time on any indicator, for work, nothing,” he said. “The bag was extremely expensive,” he added.
According to Benchimol, it was necessary to act quickly. “I had to give a braking, I don’t know if it was done,” he said. “I hope Trump has a plan,” he added and quoted the US president.
The executive sees the American economy slowing down. “This makes me think we will have a weaker dollar. I think Trump wants it. Especially because he will start his mandate. Maybe he wants to make evil at first,” he said.
With the weaker dollar he sees other countries favor. “Weak dollar is the moment when growth worlds in the world benefit most,” he said.
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Customs war
He believes that the US government has not introduced Brazil so high import tariffs, it benefits it. “It’s a huge opportunity,” he said. But it preaches that the country is doing the homework.
“Although the world is complex, if Brazil does our homework, we can spend this moment,” he said.
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He believes that the country has many high interest rates and it is necessary for the government to balance accounts as soon as possible. “I don’t think we will have chaotic scenario,” he said. “But the scenario we live is extreme. Guilt and inflation is high,” he said.
Guilherme Benchimol also talked about artificial intelligence (AI). “I’m a big user,” he said.
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He believes that AI tends to give the investment adviser more information. “I don’t see an adviser as an avatar. The adviser sells confidence. But AI will strengthen him,” he said. “It will be able to offer more accurate wallets,” he added.