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Cauê Oliveira
Cauê Oliveira|Oct 29, 2025 14:47
É como se a estrutura bancária dos EUA gritasse que a liquidez está escassa, o que encarece empréstimos overnight e enxuga reservas. Isso é o que forçará o FED cortar novamente juros hoje, e possivelmente alterar sua política no balanço de ativos. Apesar de não estar em níveis de 2019 (repo crisis), já indica que o "papo" de reservas amplas que o FED divulgou anteriormente caiu por terra. Se você ainda não entendeu o que vai acontecer hoje, assista esse vídeo.👇 https://youtu.be/m_fAcjO1WT4(Cauê Oliveira)
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Timeline

Nov 28, 09:55The probability of a rate cut remains steady at 85%.
Nov 27, 08:45The market bets on a rate cut in December
Nov 26, 23:02JPMorgan predicts the Federal Reserve will cut interest rates in December.
Nov 26, 02:59News about the Federal Reserve Chair candidate has not made a breakthrough.
Nov 26, 02:51The probability of a Federal Reserve rate cut in December has risen to 85%.
Nov 26, 02:31The S&P 500 Index is expected to rise to 7,490 points next year.
Nov 25, 18:28JPMorgan predicts the US dollar will weaken in 2026
Nov 25, 13:44A Federal Reserve governor stated that the U.S. economy needs significant interest rate cuts.
Nov 25, 13:27Besant stated that the Federal Reserve should step back and simplify measures.
Nov 25, 13:23Private employment in the United States decreases on average each week.

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