Síria: a desculpa que o FED precisava?
Autor: Sifra Investimentos | Publicado: 2013-08-28T10:43:00-07:00

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A notícia de que os EUA e aliados
podem declarar guerra à Síria pode ser a desculpa que o FED precisava para
evitar a desaceleração no Afrouxamento Quantitativo (QE), tão aguardado para
setembro. Como já dissemos, não acreditamos que o FED vá diminuir este afrouxamento.&nbsp;



Com a economia debilitada e a
impressão de dinheiro sem limites, a guerra pode ser uma distração com relação
aos problemas domésticos, mas trará outros problemas mais graves cujos efeitos
sentiremos mais à frente.



Se os EUA realmente entrarem
nessa guerra, certamente o preço das commodities subirá &nbsp;(ainda mais). Ontem, &nbsp;o preço do ouro subiu mais 2%, enquanto o
petróleo subia 3%.



No Brasil, essa possível invasão
está trazendo à tona velhos problemas: juros e dólar subindo e Bolsa caindo.&nbsp; Certamente teremos um impacto maior na
inflação, o que reforça a visão de vários economistas que esperam que o Banco
Central aumente a taxa de juros hoje, de 8,5% aa para 9% aa.



Mantemos nossa posição de cautela
nos mercados, apostando em commodities como o ouro, que já representam cerca de
10% do nosso Fundo Multimercado.