O NÚMERO que escondem; EUA miram o IENE; IA em modo CIRCULAR

Watch on YouTube ↗  |  August 02, 2026 at 11:00  |  36:39  |  Fernando Ulrich
Speakers
Fernando Ulrich — Financial Commentator, Independent

Summary

Fernando Ulrich analyzes Brazil's worsening fiscal situation under current government, the global spike in long-term US yields alongside dollar weakness, historic intervention supporting the Japanese yen, sustainability concerns in the AI sector with extreme volatility in Korean tech stocks, China's strategic influence over oil prices, and a security flaw in a Bitcoin hardware wallet.

  • Brazilian public debt nears pandemic peak at 96% of GDP using international methodology, with no fiscal correction in sight.
  • US 30-year and 10-year Treasury yields surge to multi-year highs, yet the dollar index weakens.
  • Bank of Japan and US Treasury intervene directly to strengthen the yen, first US intervention in yen since 1998.
  • Circular financing among AI companies (e.g., Nvidia funding its own clients) raises concerns about demand sustainability.
  • South Korean stocks (KOSPI) and AI semiconductor names experience massive volatility, with SK Hynix and Samsung swinging double digits intraday.
  • China acts as a demand-side stabilizer in crude oil by managing import volumes, making future oil prices sensitive to its purchasing decisions.
  • A vulnerability in Coldcard MK3 hardware wallet allowed theft of hundreds of bitcoins, prompting a security warning for self-custody users.
  • Political commentary on Brazil-Argentina diplomatic tensions and mixed signals from the Trump administration's trade and geopolitical policies.
Ideas
Fernando Ulrich Financial Commentator, Independent 9:03
Historic official intervention to strengthen yen.
The Bank of Japan and the US Treasury have intervened aggressively to strengthen the Japanese yen. The US Treasury sold euros to buy yen, the first such direct intervention since 1998, signaling strong official support for a stronger yen. The Treasury Secretary explicitly views the yen as too weak and wants it to appreciate. This coordinated official action creates a powerful tailwind for the yen.
FXY HIGH
Fernando Ulrich Financial Commentator, Independent 19:08
China demand shift could move oil prices.
China has been acting as the 'demand-side OPEC' in the oil market, strategically reducing imports during Middle East conflicts to contain price spikes. The key question now is whether China will resume heavy buying. If China decides to import aggressively again, it could push oil prices significantly higher. This makes monitoring China's import behaviour an important catalyst for crude oil.
WTI MED
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This Fernando Ulrich video, published August 02, 2026, features Fernando Ulrich discussing FXY, WTI. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Fernando Ulrich  · Tickers: FXY, WTI