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Market Trends
Portfolio Strategy
Asset Analysis
Economic Outlook

Matheus Moraes

Matheus Moraes

Posts by Matheus Moraes

Small caps lag large caps amid market consolidation

04/17/2025
Energy price volatility complicates global forecasts

04/08/2025
Commodity supercycles alter inflation expectations

03/31/2025
Break down performance drivers in core equity holdings

03/26/2025
Labor markets tighten amid demographic headwinds

03/19/2025

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