Dívida do Brasil passa de 93%; Dólar a 8 reais é possível?; Ferrari elétrica revolta fãs

Summary

Fernando Ulrich reviews global and Brazilian markets, highlighting the AI-driven rally in US stocks versus Ibovespa's decline, Brazil's rising debt, political uncertainty, and the potential for an AI bubble. He discusses the SpaceX IPO as a key event, Japan's record intervention to support the yen, and responds to viewer questions on dollar strength, Bitcoin, and AI investment.

• US stock indices (S&P 500, Nasdaq, Dow) hit record highs while Ibovespa fell 7% in May.
• Brazil's public debt surpassed 93% of GDP by IMF methodology and continues to rise.
• Political polls show Lula as favorite but election remains open; Polymarket reflects uncertainty.
• AI and technology stocks continue to dominate market momentum, drawing capital away from other assets.
• SpaceX IPO valuation cut from $2T to $1.8T is seen as a key test for the AI bubble.
• Japan spent a record $73 billion in May to defend the yen, intervening in currency markets.
• Ulrich dismisses the scenario of USD/BRL reaching 8.00, citing US government desire for a weaker dollar.
• Bitcoin and gold have lost momentum as AI euphoria dominates investor attention.