Análise Bolsista. Crise francesa ameaça mercados europeus

Middle Eastern tensions continue to impact markets, with Brent crude surpassing $112 due to fears of supply disruptions. In the US, strong earnings from Meta and Super Micro Computer highlight robust AI demand, but concerns about sustainable returns linger. European protests against high living costs and low wages are intensifying, particularly in France, where budgetary issues and political instability are raising sovereign debt risks. The yield on ten-year bonds has exceeded 5%, signaling potential contagion to other countries' debts. Upcoming PMI estimates may indicate a slowdown, raising fears of interest rate hikes and affecting risk assets.