Beste Morning Call Podcasts (2024)

1
China, IPCA e fiscal - Morning Call BTG Pactual com Jerson Zanlonrenzi e Felipe Miranda 17:52

2d ago17:52

17:52

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
08/11/24 | Estímulos frustram na China; pacote de cortes segue indefinido no Brasil 5:03

2d ago5:03

5:03

Análise do cenário do dia com o economista Pedro Renault

1
Weekend Edition: Are we moving fast enough to tackle Australia’s housing crisis? 27:30

3d ago27:30

27:30

Friday 1st November 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Australia faces a rising tide of homelessness as rents push higher, out of the reach of many lower income earners. According to Rebecca Pinkstone, chief executive of Homes NSW, in her st…

1
Too slow for Trump? 17:30

3d ago17:30

17:30

Friday 8th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Fed cut rates as expected today by 25bp, after the big 50bp cut last time. But there’s one more meeting scheduled before Christmas and JBWere’s Sally Auld says markets are evenly split as to whether that’ll mean another cut this…

1
FOMC, BoE e corte de gastos no Brasil - Morning Call com Jerson Zanlonrenzi e Vitor Melo, CFA 17:39

3d ago17:39

17:39

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
07/11/24 | À espera do fiscal 4:06

3d ago4:06

4:06

Análise do cenário do dia com o economista Pedro Renault

1
Them and the rest of us 16:15

4d ago16:15

16:15

Thursday 7th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There is a Trump trade after all, and we just saw it. The US dollar rising, bond yields in the US pushing higher, US equities higher at the expense of equity markets elsewhere. NAB’s Gavin Friend joins Phil to talk through the mar…

1
GMV SELECCIÓN: HEAT de Michael Mann (1995) 2:33:37

4d ago2:33:37

2:33:37

Os proponemos hoy rescatar un especial dedicado HEAT (1995), a uno de los thrillers más influyentes de las últimas décadas. Su concepción narrativa, visual, sonora y la disección de personajes ha dejado una huella indeleble en innumerables realizadores y filmes posteriores.Os contamos TODO sobre la película, sus protagonistas, los hechos reales en …

1
Vitória de Trump nos EUA e Copom no Brasil - Morning Call com Jerson Zanlonrenzi e Lucas Costa, CMT 15:29

4d ago15:29

15:29

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
06/11/24 | Trump prestes a ser confirmado como próximo presidente dos EUA 5:00

1d ago5:00

5:00

Análise do cenário do dia com o economista Pedro Renault

1
Long time coming 14:42

5d ago14:42

14:42

Wednesday 6th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Polls start closing in the next few hours. NAB’s Taylor Nugent says Virginia, which closes late morning Australia time, was called by Associated Press within 36 minutes last time. So, we could start to get a picture of how each c…

1
Eleição nos EUA movimenta mercado - Morning Call BTG com Jerson Zanlonrenzi e Lucas Costa, CMT 12:29

5d ago12:29

12:29

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
05/11/24 | Harris vs. Trump nos EUA, expectativas sobre ajuste fiscal no Brasil 3:56

3d ago3:56

3:56

Análise do cenário do dia com o economista Pedro Renault

1
Wafer thin difference 16:51

6d ago16:51

16:51

Tuesday 5th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have responded to a poll over the weekend which showed a swing in favour of Kamala Harris in Iowa. It was driven, apparently, by more older women expressing a preference. NAB’s Tapas Strickland says Iowa isn’t normally cons…

1
Semana agitada com FOMC, Copom e eleições nos EUA - Morning Call BTG Pactual 21:08

6d ago21:08

21:08

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
04/11/24 | Semana agitada: eleições EUA, FOMC, Copom, discussões fiscais 5:35

6d ago5:35

5:35

Análise do cenário do dia com o economista Pedro Renault

1
Jobs take back seat as election drives the markets 13:40

7d ago13:40

13:40

Monday 4th November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Mid-morning Wednesday Australia time the polls close in the US and soon after, hopefully, the world will know the choice made from two very different political and economic agendas. NAB’s Ray Attrill says this uncertainty is showing…

1
01/11/24 | Payroll no centro das atenções 4:54

9d ago4:54

4:54

Análise do cenário do dia com o economista Pedro Renault

1
Weekend Edition: Has affordability finally hit home price growth? 26:02

10d ago26:02

26:02

Friday 1st November 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Australian house prices have defied logic. Core Logic’s Eliza Owen says when interest rates rise you should see asset prices come down. In theory. Yet the last rate rise, in November las…

1
US shares weaker on tech forecasts. UK markets judge budget. 17:20

10d ago17:20

17:20

Friday 1st November 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Some big market moves overnight, with sharp falls in US equities. Markets are clearly not impressed with the forecasts that came with the strong earnings results this week. In the UK bond yields are markedly higher, particularly at …

1
PCE nos EUA, BoJ e balanços - Morning Call com Lucas Costa, CMT e Felipe Miranda - 31/10 24:02

10d ago24:02

24:02

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
31/10/24 | Caged surpreende para cima; desemprego deve seguir baixo 4:18

10d ago4:18

4:18

Análise do cenário do dia com o economista Pedro Renault

1
Happy Hawkish Halloween 17:51

11d ago17:51

17:51

Thursday 31st October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There were a few reasons for central banks to be cautious about the speed of the cuts to interest rates. Europe is growing a little faster than expected, whilst German inflation kicked back up a little. Whilst US GDP is weaker it …

1
PIB dos EUA, balanços da Meta, Microsoft e WEG - Morning Call com Bruno Lima e Jean Miranda - 30/10 24:48

11d ago24:48

24:48

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
30/10/24 | Indefinição fiscal segue no centro das atenções 6:07

11d ago6:07

6:07

Análise do cenário do dia com o economista Pedro Renault

1
Jobs, growth, inflation and tech earnings. 15:29

12d ago15:29

15:29

Wednesday 30th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Something for everyone today. On the jobs front US openings are down, whilst unemployment in Japan fell. On growth we have the US GDP number today, after the Atlanta Fed’s GDP Now forecast for Q3 was revised down. Europe’s GDP nu…

1
GMV SELECCIÓN: DRÁCULA DE BRAM STOKER (de Coppola) 3:24:54

12d ago3:24:54

3:24:54

Os proponemos hoy rescatar una de "Las favoritas de Harry". Una de las películas mas inclasificable y polémicas de Francis Ford Coppola. Realizada de un modo artesanal, a la manera de los pioneros del cinematógrafo, DRÁCULA DE BRAM STOKER (1992) es un prodigio audio-visual, un festín cinéfilo que además propone una reformulación del mito vampírico,…

1
Jolts, Alphabet, Petrobras e fiscal no foco - Morning Call com Bruno Lima e Lucas Costa, CMT - 29/10 25:52

12d ago25:52

25:52

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
29/10/24 | Congresso retoma regulamentação da reforma tributária 2:50

12d ago2:50

2:50

Análise do cenário do dia com a economista Lorena Dourado.

1
Meta Search, Oil Drops, Rising Yields and Kamala’s Last Stand 12:39

13d ago12:39

12:39

Tuesday 29th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As suggested yesterday oil prices fell sharply in this session as markets breathed a collective sigh of relief that the Middle East war didn’t escalate further after the Israeli attack on Iran. NAB’s Tapas Strickland joins Phil to …

1
Semana tem payroll, PCE e balanços nos EUA e Brasil - Morning Call com Bruno Lima e Lorena Laudares 26:28

13d ago26:28

26:28

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
28/10/24 | Passadas as eleições, ajuste fiscal em foco 5:10

13d ago5:10

5:10

Análise do cenário do dia com o economista Pedro Renault

1
A big week for data and tech earnings 15:18

14d ago15:18

15:18

Monday 28th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB After that leap in margins for Tesla last week, all eyes will be on a plethora of big-tech earnings this week. NAB’s Rodrigo Catril says it could be a volatile week, with the VIX index pushing over 20 on Friday. It’s been a busy wee…

1
Mercado repercute balanços no Brasil e EUA - Morning Call com Jerson Zanlonrenzi e Felipe Miranda 17:11

16d ago17:11

17:11

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
25/10/24 | Mercado reage bem às falas de Haddad e membros do BC 3:29

16d ago3:29

3:29

Análise do cenário do dia com a economista Lorena Dourado.

1
Weekend Edition: Harris or Trump. Who wins. What changes? 37:49

17d ago37:49

37:49

Friday 18th October 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. They are neck and neck in the polls, so the US election could go either way, although markets are responding, to an extent, to betting odds which are showing Trump is the clear winner. T…

1
Life in the Slow Lane 15:02

17d ago15:02

15:02

Friday 25th October 2024 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB There have been small moves up and down in the latest PMIs. Germany saw a slight rise in services and manufacturing, but the Europe wide services number fell slightly. And the UK’s star has dimmed a little, as its manufacturing fell…

1
Tesla, IPCA-15 e balanços da Vale e Suzano - Morning Call com Jerson Zanlonrenzi e Felipe Miranda 18:29

17d ago18:29

18:29

O melhor ativo é sempre a boa informação! Quer receber as informações do Morning Call diretamente no seu e-mail? Acesse: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://l.btgpactual.com/3XveQTn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

1
24/10/24 | IPCA-15 deve mostrar composição ruim 4:26

17d ago4:26

4:26

Análise do cenário do dia com a economista Lorena Dourado.

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