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DOLAR HOJE, o que aconteceu!?
Segue o 🧶!

O pregão desta quinta feira teve fortes emoções e grande volatilidade. Hoje, um dado muito esperado o CPI, que é a inflação ao produtor nos USA veio acima das expectativas. O mercado de imediato deu o primeiro susto nos vendidos, +
que comandavam o pegão.
A moeda chegou a fazer mínima no #dolarfuturo em 5.195, onde o interesse dos compradores apareceu. O forte fluxo para a bolsa, principalmente para exportadoras, bancos e commodities vem ajudando o #BRL a se apreciar perante ao dólar. Aí apareceu +
um certo senhor, Mr. J Bullard, presidente do FED de St. Louis, declarando que apoia um aperto dos juros mais brusco e rápido do que o mercado espera, isso colocou água no chopp dos comprados, fazendo as moedas emergentes e G10 virarem. O DXY teve reação imediata à fala. +
Read 12 tweets
Surely every serious national security strategist understands the distinction btwn Govts Geopolitical decisions and th military's detailed scenario planning & action program. A govt can decided on basis of expected value of outcome or worst case scenarios-the latter is paralyzing
2/ns The critical issue in China-India conflict is that,as of now (2020), #China controls the #escalatory ladder. So India's #National #Security Apparatus has to make assumptions about when and how #CCPpla will escalate, if it loses the first few steps on its escalatory ladder!
3/ns The worst case scenario for us is therefore the one in which after loosing previous escalations, #CCP China escalates to a full fledged war/attack on India, by shifting US-facing troops and highest quality equipment towards India. This has proved paralyzing for past Govts!🤔
Read 69 tweets

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