macrodriven @__macrodriven
just an economist. currently working as a fixed income analyst São Paulo, Brasil Joined March 2026-
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From @TheAthleticFC: Paraguay achieved one of the greatest upsets of recent World Cup history to defeat Germany in a penalty shootout. Germany had never lost a World Cup shootout. Germany: ❌ ✅ ✅ ❌ ✅ ❌ Paraguay: ✅ ✅ ✅ ❌ ❌ ✅ nyti.ms/44BudMt
🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Today, @SpaceX (Nasdaq: SPCX) makes its public market debut with a $75Bn offering (pre-greenshoe) at $135 per share, marking the largest IPO in history. Congratulations to the SpaceX team. We are honored to serve as joint lead bookrunner and sole stabilization agent.
I valued SpaceX for its IPO a few weeks ago, with minimal information and a promise to revisit the valuation, when the prospectus was made public. The prospectus is public, the offering price has been set and my update is up and running. bit.ly/4ocgzbV
Nvidia entra no mercado de PCs com superchip de IA para rivalizar com Intel e AMD. Saiba mais: bit.ly/4dRGdha #negócios #tech #tecnologia #empresa
JOAO FONSECA GRAND SLAM QUARTER-FINALIST 💫🇧🇷 #RolandGarros
An epic battle, Joao. And a hard-fought victory you deserve. Best of luck for the rest of the tournament and the incredible career you have ahead of you. As for Paris… tu as mon coeur 🫶🏼
Nikkei is up ~ 3% to a record high Almost 10% in a week
O que o Claude considera mais importante?
🔹 O BTG Pactual (BPAC11), maior banco de investimentos da América Latina, registrou mais um trimestre de resultados recordes, com desempenho expressivo das principais linhas de negócios, e ROAE de 26,6% no 1T26. Considerando a consolidação do Banco PAN, a receita total alcançou R$ 10 bilhões, alta de 34,3% em relação ao mesmo período do ano anterior. Já o lucro líquido ajustado foi de R$ 4,8 bilhões no primeiro trimestre, avanço de 42,3% na comparação anual. O banco teve captação líquida de R$ 83 bilhões no 1T26 e atingiu a marca de R$ 2,6 trilhões em ativos sob gestão e administração (AuM/WuM). “Entregamos mais um trimestre de resultados recordes, mesmo diante de um cenário mais desafiador ao longo do período, marcado por maior volatilidade nos mercados e tensões geopolíticas. Esse desempenho reflete a força e a diversificação da nossa plataforma, a expansão contínua da nossa base de clientes e a disciplina na alocação de capital. Seguimos focados em crescer com gestão rigorosa de riscos e geração sustentável de valor para clientes e acionistas”, afirma Roberto Sallouti, CEO do BTG Pactual. #BTGPactual #BancoBTGPactual #BPAC11
SPX passa por ampla reestruturação, perde sócios e fecha escritório em Londres, dizem fontes valor.globo.com/financas/notic…
Empresas de energia renováveis suspendem quase R$ 40 bi em investimentos e avaliam deixar Nordeste www1.folha.uol.com.br/mercado/2026/0…
BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down. These orders were much larger than anything else at the time. The traders made huge gains. Unusual.
Entre 2010 e 2020, a renda fixa era o hedge natural das quedas do S&P. Desde 2020, essa dinâmica quebrou. Em 2022, vimos bolsa cair forte com juros abrindo. Agora, na guerra do Irã, os juros mais uma vez falham em proteger o investidor da queda da bolsa. Acompanha o WHG overview pelo link: links.whg.com.br/live-overview-…
The Brazilian Real today is strengthening sharply against the Dollar. $/BRL has fallen below where it was on Feb. 27, i.e. before the war with Iran began. The Real will now start a big strengthening cycle. Back to $/BRL fair value of 4.50 like in 2022... robinjbrooks.substack.com/p/prime-time-f…
Markets discount success in ceasefire and peace negotiations. Oil falls below $95/bbl as geopolitical risk premium fades away and equity markets soar. European stocks rise more than 4%. The oil futures curve remains in deep backwardation, signaling short-term scarcity but rapid disinflation. via Bloomberg
Monster rally in sovereign bonds as geopolitical tensions and inflationary concerns ease. via Bloomberg
Iran may have accepted the terms of the deal initially proposed by the US signaling a possible deadline extension, according to Pakistan sources cited by CNBC and CNN. Markets react with stocks up and oil down as investors expect a ceasefire or deadline extension.
BREAKING: Reports of potential ceasefire between US and Iran to be closed tonight, according to CNN report.
Trump acaba de fazer suas maiores ameaças contra o Irã Ele disse que "uma civilização inteira morrerá essa noite" e que vai "levar o Irã de volta pra Idade da Pedra" se o país não aceitar um acordo O que significa essa ameaça? Trump vai jogar uma bomba nuclear? Vou te explicar!
I Know First @i_Know_First
32K Followers 33K Following Daily forecast: stock forecast, indexes, commodities and currencies based on #AI predictive algorithm. Google us: ״I Know First stock forecast״
Renato Trades @Webcoast_x
264 Followers 4K Following Todos os links af: https://t.co/FlBXsxtiNt HODL or HFSP
Fernando Ferreira, CF... @_ffferreir
204 Followers 3K Following Ich helfe Ihnen, besser zu investieren. Chefstratege bei XP Inc. Die Beiträge hier stammen von mir: Bitte bleiben Sie respektvoll!
Lucas Costa, CMT @Lucas_CostaAT
114 Followers 4K Following Head of Technical Analysis Research - BTG Pactual Investment Bank - Brazil | CMT and CFTe Chartholder | Economist & MSc
Robin Brook. @Robn_brook
532 Followers 690 Following Senior Fellow @BrookingsInst Ex-Chief Economist @IIF | Ex-Chief FX Strategist @GoldmanSachs Views my own | [email protected]
Tiago Prux @TPruxx1
111 Followers 2K Following Minhas análises e opiniões sobre o mercado financeiro e o cotidiano. CEO da https://t.co/iUiylgx6Tm
Caitling Long 🔑⚡... @CatlingLong_
705 Followers 8K Following Founder/CEO @CustodiaBank. #bitcoin since 2012. 22-yr Wall St vetran. Not advice; not views of Custodia Bank!
Joseph Wang | Persona... @PersonalFedGuy
213 Followers 5K Following Subscribe at https://t.co/LKXytS1s4W for latest thoughts and analysis. YouTube: https://t.co/BzTSyuXMLM
Carol @tatataylor31
222 Followers 358 Following As long as you don't evade and shrink back, the applause of life will finally ring for you.
Calixto Capital @CalixtoCapital
9K Followers 1 Following TOP 4 dentre os mais de 2.200 fundos de ações ativos no período
Chrome @0xchromium
23K Followers 1K Following Reflecting Thoughts | Research | Tips | Shitposts | Chrome Vibes
Anthropic @AnthropicAI
1.5M Followers 2 Following We're an AI safety and research company that builds reliable, interpretable, and steerable AI systems. Talk to our AI assistant @claudeai on https://t.co/FhDI3KQh0n.
OpenAI @OpenAI
5.0M Followers 4 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
J.P. Morgan @jpmorgan
850K Followers 47 Following Official account for the latest company news and updates from Asset Management, Private Banking, and the Commercial and Investment Bank.
Roland-Garros @rolandgarros
2.3M Followers 600 Following Official Roland-Garros account | 17 May - 6 June, 2027 #RolandGarros
Jeffrey Wooldridge @jmwooldridge
92K Followers 2K Following University Distinguished Professor of Economics, Michigan State University. Econometrician & textbook author. Two dogs, N cats. MSU & Detroit sports + Arsenal.
fabio lemos | Resumo ... @fabio_lemos81
3K Followers 796 Following + R$ 4 bilhões de clientes - Remessas de Câmbio em 2019 - R$ 1,5 bilhões | sócio@fatorialinvest https://t.co/XFqdDFiYAl
(((The Daily Shot))) @SoberLook
167K Followers 279 Following The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample: https://t.co/HjT4hq9I8N).
Howard Marks @HowardMarksBook
208K Followers 27 Following NY Times Best-Selling Author and Co-Chairman & Co-Founder of @Oaktree. Account run by Howard’s team. Disclosures: https://t.co/oy2o0BjJfn
Ray Dalio @RayDalio
2.3M Followers 93 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
Dan Kawa @DanKawa2
23K Followers 1K Following Opiniões Pessoais. Economista, Gestor, Portfólio Manager, Investidor Anjo. Não faço recomendações de investimento. Analiso cenário.
BTG Pactual @BTGPactual
84K Followers 18 Following O Banco ideal para apoiar seu momento de vida e a construção da sua história. Acesse: https://t.co/7uswHPP19Y
The Claude Portfolio @theaiportfolios
249K Followers 16 Following *Not affiliated with Anthropic. A public project to see which LLM outperforms the market. $150M invested alongside Grok, Chat, & Claude on @joinautopilot
Claude @claudeai
1.6M Followers 2 Following Claude is an AI assistant built by @anthropicai to be safe, accurate, and secure. Talk to Claude on https://t.co/ZhTwG8d1e5 or download the app.
Marko Papic @Geo_papic
68K Followers 145 Following BCA Research. Geomacro strategist. Author of Geopolitical Alpha. Podcast host of "Geopolitical Cousins." Views on Twitter are my own.
Felipe Salto @FelipeSalto
84K Followers 4K Following Economista-chefe/sócio @warrenbrasil. Ex-Sec da Fazenda e Planejamento SP. 1° Dir-Executivo da IFI. Colunista @estadao e @uol. Prof IDP. Economista do Ano 2023.
Goldman Sachs @GoldmanSachs
1.1M Followers 11 Following Official account for Goldman Sachs. The latest insights, analysis, and news from across the firm. https://t.co/3FRVF3sL2a
Rafael Paschoarelli @RafaelPaschoare
42K Followers 77 Following Prof. de Finanças da FEA/USP Argumentis, non hominibus
Roberto Motta @_robertomotta
30K Followers 1K Following 🐻 x 🐂 Notícias e comentários de economia política. todas as postagens 100% opiniões pessoais, não represento a Genial Siga o meu instagram @robertomotta7
Pedro Chermont @PedroChermont
22K Followers 319 Following Fundador e CIO @LeblonEquities | +30 anos em ações brasileiras | Chairman @PrinerSA | Conselheiro Mills | AI aplicada a investimentos | Engenheiro PUC-Rio
RV @renoirvieira
46K Followers 2K Following Portfolio Manager, economist, quant, never satisfied, fashionista wannabe, right-wing libertarian, art lover.
Quant Science @quantscience_
119K Followers 14 Following Develop profitable trading strategies, build a systematic trading process, and trade your ideas with Python—even if you’ve never done it before.
Rafaela Vitoria @rvitoria
76K Followers 1K Following Economista-Chefe @Interbr, PhD, CFA, prof., corredora. “If it’s important enough, you’ll find a way, if not, you’ll find an excuse”
U.S. Federal Housing ... @FHFA
40K Followers 1K Following U.S. Federal Housing (FHFA) is an independent federal regulator overseeing the housing finance market. Privacy policy: https://t.co/SuZhbTeRJw
Bruce Barbosa @BruceBarbosa88
100K Followers 523 Following Engenheiro USP, Wealth BNP Paribas, MBA NYU, Trader Opções HSBC, Fundador da Nord, Fundador da Atlas Valorum... Cético, mas ainda otimista...
Fernando Ferreira, CF... @_ffferreira
51K Followers 806 Following Te ajudo a investir melhor. Estrategista-chefe na XP Inc. Os posts aqui são meus: desrespeito = block
The New York Times @nytimes
53.6M Followers 849 Following News tips? Share them here: https://t.co/ghL9OoYKMM
Avisos da Bolsa @AvisosDaBolsa
7K Followers 749 Following Quero te manter atualizado sobre os Avisos aos Acionistas e Fatos Relevantes das empresas listadas na B3.
David Rosenberg @EconguyRosie
307K Followers 338 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Natalia Gurushina @NGurushina
14K Followers 639 Following Chief EM Economist at VanEck. https://t.co/ew59ZZmvsw
Aswath Damodaran @AswathDamodaran
491K Followers 4 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
Investing.com @Investingcom
1.5M Followers 321 Following https://t.co/gPm7AlQtSR helps 50 million investors find trades others can't. Get AI-picked stocks, chart analysis, Fair Value, and breaking news in 33 languages.
Donald J Trump Posts ... @TruthTrumpPost
674K Followers 18 Following Independent digital media outlet covering global news and current affairs, doing analysis and commentary. Not affiliated with President Trump.
unusual_whales @unusual_whales
4.5M Followers 2K Following Stocks/Options/Crypto/Market News/Tools. Not advice @Polymarket partner Open a tastytrade account: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pC
Joseph Wang @josephwang
208K Followers 614 Following The Second Edition of Central Banking 101 is available now! YouTube: https://t.co/wTjbN1ig0A
Dario Perkins @darioperkins
76K Followers 3K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Liz Ann Sonders @LizAnnSonders
683K Followers 772 Following Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXThiIk
Jim Bianco @biancoresearch
681K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Anna Wong @AnnaEconomist
163K Followers 292 Following Chief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, PhD @uchi_economics BA @UCberkeley. All opinions are my own.Trends for United States
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