U.S. Presidential Elections 2024

This week, we held two meetings at our offices in Rio de Janeiro and São Paulo, where we discussed the U.S. Presidential Elections, their Economic Implications, and Market Impacts.

In Rio de Janeiro, we had the participation of Rodrigo Carvalho from Clave Capital, moderated by João Felipe Bandeira de Mello, CFA. In São Paulo, we welcomed Felipe Tamega from Absolute Investimentos and Mariano Steinert from Genoa Capital for a conversation moderated by Henrique Santos, CFA.

During the discussions, in addition to debating how the U.S. elections, scheduled for November 5th, could impact global trade relations, especially with countries like China and Brazil, we addressed topics such as the trajectory of the U.S. economy, labor market behavior, and possible adjustments in monetary policies.

We concluded with a Q&A session, which gave participants the opportunity to clarify doubts and dive deeper into the discussions.

We thank everyone present for contributing to such enriching meetings, where we explored together the impacts of the U.S. elections and how these factors might shape the future of global markets.