02/03/2026 - Petróleo dispara com ataque ao Irã, dólar sobe e bolsas em queda
·6 min
The episode opens with a host introducing Juliana Rosa to discuss how to protect money during confusing economic times marked by rising oil and a falling dollar. Rosa begins by noting the current high-risk environment, with Brent oil nearing $80 after a 20% rise this year. She clarifies that this increase is due to geopolitical risk, not supply constraints, as oil production outpaces consumption. The attack on Iran has aggravated this risk, pushing the dollar higher globally, including in Brazil at R$5.16. Stock markets in Europe and Asia are falling, with Brazil's set to open lower. Rosa details how the potential closure of the Ormuz Strait, a chokepoint for 20% of global oil exports, could spike prices to $100 and disrupt freight, affecting Asia's production hubs like China and Japan. This inflationary pressure may influence Brazil's Central Bank to be more cautious on interest rate cuts in March, following higher-than-expected inflation data. Gold has risen 20% this year, reflecting risk aversion. While Brazil has seen record foreign dollar inflows that mitigate some pressure, Rosa questions their sustainability. She adds that the electoral year in Brazil typically increases dollar tension. The episode concludes with a lighthearted comment from a listener about investing in land, followed by Rosa's sign-off and promotional ads.
