Querino Arruda·Jan 28AI Validation Week and Fed Resolve: Finding Structural Opportunities Amidst Divergence — By Querino…From the perspective of nearly 30 years of global market experience, the performance on January 27 was a classic “expectation validation”…
Querino Arruda·Jan 22Beyond the All-Time High: Merging Market Momentum with Structural Skill Development — By Querino…The closing bell on January 21, 2026, marked a milestone for the Brazilian economy. The IBOVESPA hit a record high of 171,817 points…
Querino Arruda·Jan 20Stabilizers and Foundations: Analyzing Bank Resilience and Literacy — By Querino ArrudaAs we return from the U.S. holiday, the global market is processing a “carry-over” sentiment. While the S&P 500 and Nasdaq ended last week…
Querino Arruda·Jan 11The Paradox of Growth: Lessons from the January NFP and Brazil’s Educational Gap — By Querino…Reflecting on the final trading session of last week, the U.S. labor market sent a sophisticated signal. With NFP adding only 50,000 jobs…
Querino Arruda·Dec 15, 2025A Tech-Led Pullback, Higher Volatility, and a Data-Heavy Week Ahead (Querino Arruda)Friday’s close delivered a familiar late-cycle pattern: equities fell, volatility ticked higher, and the weight of the decline leaned…
