Investing.com – Investors made a combination of domestic and international moves on November 1 after their no-radar decision next week. Since the scenario means more than a decompression of the economy, Thais Zara, senior economist at LCA, did not expect that we could reach approximately more than R$6 in the next two weeks when it came to the expected amount to calibrate the effects on the market The US electricity economy and the means announced by the government of Brazil to contain the financial crisis.

“Here, an answer to the suggestion that you don't have to file a tax return, but depend on an external humor. “Even if the forums continue to rise, the announcement may not be enough,” one economist said.

Além disso, Zara acredita that, like the United States, the lawyers could withdraw longer, expecting that there will be a value or dollars in relation to other times in Brazil.

No external scenario, there are two reasons why I moved money or money for this cause in my intention. “Primeiro essa questão econômica, de curto prazo. “Myself, I am particularly preoccupied in the middle of the period with the future of economic policy that I expected as part of my upcoming presidential mandate,” said an economic expert.

So this is not a domestic market, but a major suspicion related to maintaining the stability of public law.

However, since we are aware that they can serve to reduce public transport and increase the chances of approval by Congress, one economist believes that “there is no question of maintaining public opinion , insist on the first level of risk about us.” “We are active in Brazil and the dollar is back.”

Leia as an entrepreneur as a specialist:

Investing.com – What are the main reasons why the US currency has experienced real and real appreciation? What could cost more money, the inner court, the domestic servant, or someone else?

Zara – It's a combination of real misfortunes and external perpetrators like at home, they do more or less metade/metade. Talvez made more than one contribution on the final day of the external scenario, more than one or more of these contributions.

Basically or because they were in an external scenario: the first year when they performed in the United States a few months ago, it was recently shot down by the trading market and the North American Banco Central The jurors were in a larger ritual than usual and they were clear that they would expect a very rapid reduction in jurisprudence from me.

However, I passed on that the economy is in the deceleration phase, although it is also not so strong that the Banco Central dos EUA has asked them to take more risks. The Fed needs to save even more money. When US states reduced their jurors in the longer term, they received a value or dollars relative to other times, including or real. This means that there are economic factors that justify dollar exploitation.

For this reason, there is a question related to the relationship with the US electric results and it has become clear that one of the former US presidents Donald Trump may represent a lot of the inflation in the EU because the policy is so sees Send Trazidas to Campanha, as a question of immigration restriction, as a question of increasing tariffs, which has led to inflation, and as a result of having to pay taxes in the higher US states. There were also a whole bunch of other things worth more than a dollar.

Então, externo, two days have passed one after the other. First of all, it is an economic question, shortly before the conclusion. Secondly, he was primarily concerned with the future of economic policy, which he had before his upcoming presidential mandate.

E, here in Brazil, a big question related to maintaining the stability of public opinion. Some time ago I tried to address the location of the Colocada in the lower time period. But in the next few years we must strive to achieve an increase in the mandatory benefit, since the increase is allowed for all guests, which means that a compression of the freedom of choice required is necessary and that it is possible inviabilizando o arcabouço.

Well, I really expect that over time I will have more structures that I freely express and that my duties will become higher and higher. For this reason, there are a number of analyzes that the governor has made to make the decision or to exonerate his guests, but there is enormous uncertainty as to whether this matter has been dealt with and is considered as having chances for approval by Congress . Since I am not looking to maintain the stability of public opinion, I insist on risking harassing our activists in Brazil and thus losing a lot of money.

Inv.com – Are you thinking about whether there are a number of restrictions to reduce the pressure?

Zara – For example, although the potential for pressure relief is great, the impact of a political economic policy in our United States that cannot lead to inflation is greatly improved. Isso poderia trazer algum alívio. Here is an answer to the question of not having to file a tax return and not relying on external humor. Once you have solved the problem, you can get the answer as soon as possible. If the forums keep increasing, the announcement may not be enough, so the market is really waiting for approval, implementation or a final format.

Inv.com – The current date (sex day 1/11) is R$5.80. You realized that you need these drugs to make money or that you took a risk of paying more than 6 R$ or is this a think forum?

Zara – In the next two weeks it comes down to the change leading to a R$5.50 house and a R$5.60 house and I will make a connection that is most preferred from the outside with the house . Compression was not completed, but compression was paused. Now that I have increased the risks related to the external environment and felt a great frustration towards all those around us, it may be that the change in advance becomes a bigger problem.

Three weeks into the next two weeks are critical to this definition. Today, the market is not that far away yet. During one scenario, the view of the outside of the house became more than suspicious. When we set out, we went to the United States with two bridges, but even the frustrations we had weren't that long ago before we pushed ourselves to a higher level. I can't imagine that's not the case, no.

Inv.com – Do you look at the scenario and do you think Banco Central could potentially intervene? Do you think that you assume that you have decided on the case or not?

Zara – A lot depends on the moment. O BC observed that the market stopped functioning due to a malfunction and therefore could not be liquidated. Look for a correction in price due to a change in fundamentals and chances are you won't intervene. Porque not adianta.

If you know that it is related to the perception of the market, the scenario is frustrating, if you are frustrated with the financial scenario of this year, or if you have a keen perception in the outside environment, it may be a bigger move acts. Then you haven't spent much time with us. Since Banco Central considers that this is a movement of daily volatility, a real movement that requires intervention, it can provide intervention.

Inv.com – I sent the censors you expected for this year, as last year a dollar estimate, for last year when they said, and also no case of a Trump-Vitória or a Kamala-Vitória Harris?

Zara – However, our scenario is based on Algum alívio do câmbio. Send a Vitória to Trump with a discussion about it, but you have not reconciled him, but I have clarified that on the first day you did not get a stance, no immediate tariff imposition, no repeal, it could lead to a change or a fine to more as R$5,50, R$5.60 come no definitive date.

Lembrando, that's what I really have to say because I have made more progress on this financial question than most was really a big challenge, although I didn't find a big solution a long time ago, but we have the metadata in the year Completed in 2025 By 2026. Last year he was a combative and frustrating Trump candidate who was frustrated with his package here and could potentially get a change of more than R$ 6.

Inv.com – Is Kamala’s last chance?

Zara – She is also our base scenario, a Kamala or a Trump moderator.

Inv.com – Why did you recently make a preliminary estimate?

Zara – Based on our scenario, which was previously assumed that there could be no interference, and so on, as the jurors went further in our United States, and we now dealt with the highest jurisdictions, com There was a backflow, which had to do in part with our financial crisis and the inflation of our US states, and the repayment was recently made for R$5.20. In a scenario that left me more than disappointed, it continues to be offered for R$6.