🇦🇷Tebb🇮🇹

🇺🇸 FITCH: U.S. FISCAL PRESSURES WILL PERSIST REGARDLESS OF MIDTERM ELECTION OUTCOMES.

$MSFT Microsoft Q1 Adj. EPS $4.89 Beats $4.72 Estimate, Sales $92.279B Beat $90.663B Estimate

🇧🇷 BTG: APPROVAL OF A CONSTITUTIONAL AMENDMENT PROVIDING FREE PUBLIC TRANSPORTATION COULD REDUCE IPCA INFLATION BY 27 BPS BTG: FORECASTS DO NOT YET INCORPORATE A POTENTIAL DIESEL PRICE INCREASE AND ITS IMPACT ON TRANSPORTATION AND FOOD BTG: BALANCE OF RISKS REMAINS SKEWED TO THE UPSIDE, WITH ROOM FOR INFLATION EXPECTATIONS TO BECOME UNANCHORED BTG: DETERIORATING FINANCIAL CONDITIONS ARE EXPECTED TO LEAD TO A WEAKER GROWTH TRAJECTORY BTG: INCORPORATES THE INFLATIONARY IMPACT OF THE END OF THE 6X1 WORK SCHEDULE INTO ITS FORECASTS BTG: NOW ASSUMES FULL RESTORATION OF FEDERAL FUEL TAXES BTG: INCORPORATES ANOTHER GASOLINE PRICE INCREASE DUE TO REAL DEPRECIATION AND ELEVATED OIL PRICES BTG: REVISES 2027 USD/BRL EXCHANGE RATE ASSUMPTION TO 5.50 FROM 5.10 BTG: REVISES 2026 USD/BRL EXCHANGE RATE ASSUMPTION TO 5.40 FROM 5.10 BTG: RAISES YEAR-END 2027 IPCA INFLATION FORECAST TO 5.9% FROM 4.8% BTG: RAISES YEAR-END 2026 IPCA INFLATION FORECAST TO 5.4% FROM 5.3%

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3 cositas sobre $MELI en historias de instagram...

$OIL UBS NOW EXPECTS BRENT CRUDE TO TRADE AROUND $110/BBL BEFORE YEAR-END, UP FROM A PRIOR $100/BBL FORECAST. UBS RAISED ITS 2027 BRENT CRUDE PRICE FORECASTS: MARCH TO $95/BBL FROM $90, JUNE TO $90 FROM $85, AND SEPTEMBER TO $85 FROM $80.

Como extrañan los negocios los muchachos! Extrañan comprar oficial por contactos y vender en cueva para ganarse la brecha...

🇧🇷 STANDARD CHARTERED: POSITIONING ADJUSTMENTS IN BRAZILIAN RATES MAY HAVE FURTHER ROOM TO RUN STANDARD CHARTERED: INVESTMENT THESIS FOR BRAZIL HAS FUNDAMENTALLY CHANGED STANDARD CHARTERED: BRAZIL INVESTMENT THESIS NOW CENTERS ON LULA'S ECONOMIC TEAM APPOINTMENTS AND FISCAL POLICY STANDARD CHARTERED: HAS REDUCED EXPOSURE TO RATES, FX AND EXTERNAL DEBT PENDING GREATER CLARITY STANDARD CHARTERED: SURPRISE ELECTION RESULT TRIGGERS COMPREHENSIVE MARKET REPRICING STANDARD CHARTERED DOWNGRADES BRAZILIAN RATES AND REAL TO NEUTRAL FROM OVERWEIGHT

🇧🇷 BRAZIL'S CENTRAL BANK GOVERNOR GALIPOLO SAID THE BANK WILL ACT IF IT SEES DYSFUNCTION IN THE FX MARKET.

$AMD $META AMD WILL INVEST $1 BLN IN META PLATFORMS' EQUITY OFFERING, SOURCES SAID. AMD AND META PLATFORMS ADVANCE STRATEGIC COOPERATION, WITH AMD TO PROVIDE COMPUTE CAPACITY FOR META'S SUPER-INTELLIGENCE INFRASTRUCTURE. AMD: HELIOS RACK-LEVEL SOLUTION IS RUNNING AT META PLATFORMS. AMD: EPYC PROCESSORS ARE PROVIDING COMPUTE CAPACITY FOR META'S MUSE AI AGENT.

Algo de info sobre Brasil, $AAPL y $META disponible en historias de instagram.

$MELI 🇦🇷 BTIG Reiterates Buy on MercadoLibre, Maintains $2150 Price Target Citigroup Upgrades MercadoLibre to Buy From Neutral, $2,050 Price Target

$AAPL Goldman Sachs Adjusts Price Target on Apple to $390 From $360

🇧🇷 BRAZIL'S CENTRAL BANK SAYS THERE ARE NO MAJOR RISKS TO FINANCIAL STABILITY.

🇧🇷 BRAZIL'S MINISTRY OF PLANNING SAID THE GOVERNMENT'S DIESEL SUBSIDY WILL BE EXTENDED FOR ONE MONTH.

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🇧🇷 FITCH SAYS LULA'S ELECTION VICTORY INCREASES FISCAL UNCERTAINTY IN BRAZIL.

🇺🇸🇧🇷 U.S. PRESIDENT TRUMP SAID THE BRAZILIAN ELECTION WAS VERY BAD AND APPEARED TO BE ANOTHER RIGGED ELECTION. US PRESIDENT TRUMP, ON BRAZIL'S ELECTION, SAID HE LIKES BRAZILIAN PRESIDENT LULA AND THAT THEY GET ALONG WELL.

🇦🇷 ARGENTINE OTC BONDS FELL AN AVERAGE 0.6% AMID A SELL-OFF IN BRAZIL; COUNTRY RISK PREMIUM JUMPED TO 755 BPS, TRADERS SAID.