{"id":3874,"date":"2026-02-05T19:16:16","date_gmt":"2026-02-05T08:16:16","guid":{"rendered":"https:\/\/www.amillex.com\/?p=3874"},"modified":"2026-02-05T19:16:17","modified_gmt":"2026-02-05T08:16:17","slug":"amillex-daily-market-commentary-political-breakthrough-lifts-the-dollar-gold-pulls-back-toward-the-5000-mark","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/pt\/2026\/02\/05\/amillex-daily-market-commentary-political-breakthrough-lifts-the-dollar-gold-pulls-back-toward-the-5000-mark\/","title":{"rendered":"Coment\u00e1rio Di\u00e1rio do Mercado da Amillex | Avan\u00e7o Pol\u00edtico Impulsiona o D\u00f3lar, Ouro Recua para Perto da Marca de 5.000\u00a0"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\"><strong>5 de fevereiro de 2026<\/strong>&nbsp;\u2014 A incerteza pol\u00edtica nos EUA diminuiu significativamente depois que o presidente chegou a um acordo de financiamento com os democratas do Senado, encerrando oficialmente o risco de uma paralisa\u00e7\u00e3o parcial prolongada do governo. A resolu\u00e7\u00e3o restaurou a confian\u00e7a do mercado nos t\u00edtulos do Tesouro dos EUA e no d\u00f3lar, elevando o \u00cdndice do D\u00f3lar Americano \u00e0 sua maior cota\u00e7\u00e3o em uma semana e pressionando amplamente os ativos que n\u00e3o s\u00e3o denominados em d\u00f3lares.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-2 wp-block-paragraph\" style=\"font-size:18px\">Ap\u00f3s uma forte alta para n\u00edveis recordes, o ouro \u00e0 vista registrou uma significativa realiza\u00e7\u00e3o de lucros. Os pre\u00e7os reverteram a tend\u00eancia das m\u00e1ximas intradi\u00e1rias na quarta-feira, rompendo brevemente um importante suporte t\u00e9cnico e recuando em dire\u00e7\u00e3o \u00e0 \u00e1rea de US$ 5.004\/oz. O movimento sinaliza um arrefecimento de curto prazo na demanda por ativos de ref\u00fagio, \u00e0 medida que os mercados reavaliam os pr\u00eamios de risco geopol\u00edtico em meio a uma maior clareza pol\u00edtica. Os mercados de energia, no entanto, permaneceram relativamente resilientes. O petr\u00f3leo bruto WTI avan\u00e7ou contrariando o tom mais amplo de avers\u00e3o ao risco, mantendo-se pr\u00f3ximo a US$ 64, com as expectativas de oferta e a incerteza nas negocia\u00e7\u00f5es continuando a sustentar os pre\u00e7os.&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-3 wp-block-paragraph\" style=\"font-size:20px\"><strong>Desempenho do mercado de ativos e an\u00e1lise de mercado<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-4 wp-block-paragraph\" style=\"font-size:18px\"><strong>1. Mercados de a\u00e7\u00f5es dos EUA<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-5 wp-block-paragraph\" style=\"font-size:18px\"><strong>Desempenho do \u00edndice<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-6\" style=\"font-size:18px\"><strong>\u00cdndice Dow Jones Industrial (DJI):<\/strong>\u00a049.501,30 (<strong>+0,53%<\/strong>A\u00e7\u00f5es de primeira linha, defensivas e focadas em valor, atra\u00edram fluxos de investimento, j\u00e1 que os investidores buscavam relativa estabilidade.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-7\" style=\"font-size:18px\"><strong>\u00cdndice S&amp;P 500 (SPX):<\/strong>\u00a06.902,99 (<strong>\u22120,10%<\/strong>O \u00edndice continuou a se consolidar abaixo do n\u00edvel psicologicamente importante de 7.000.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-8\" style=\"font-size:18px\"><strong>\u00cdndice Nasdaq 100 (NDX):<\/strong>\u00a025.060,75 (<strong>+0,25%<\/strong>As a\u00e7\u00f5es de tecnologia demonstraram uma leve resili\u00eancia, apesar da cont\u00ednua sensibilidade \u00e0 avalia\u00e7\u00e3o.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-9 wp-block-paragraph\" style=\"font-size:18px\"><strong>Destaque de a\u00e7\u00f5es<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-10\" style=\"font-size:18px\"><strong>Tesla (TSLA):<\/strong>\u00a0USD 406,01 (<strong>\u22123,78%<\/strong>As a\u00e7\u00f5es ca\u00edram para a m\u00ednima em quase dois meses em meio a preocupa\u00e7\u00f5es com a modera\u00e7\u00e3o da demanda por ve\u00edculos el\u00e9tricos e \u00e0 press\u00e3o de realiza\u00e7\u00e3o de lucros ap\u00f3s a divulga\u00e7\u00e3o dos resultados.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-11 wp-block-paragraph\" style=\"font-size:18px\"><strong>2. Mercados de c\u00e2mbio<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-12\" style=\"font-size:18px\"><strong>\u00cdndice do D\u00f3lar Americano (DXY):<\/strong>\u00a097,642 (<strong>+0,27%<\/strong>O d\u00f3lar se fortaleceu \u00e0 medida que os mercados recalibraram as expectativas de cortes nas taxas de juros pelo Federal Reserve em 2026 e os fluxos de ativos de ref\u00fagio retornaram.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-13\" style=\"font-size:18px\"><strong>EUR\/USD:<\/strong>\u00a01.18006 (<strong>\u22120,05%<\/strong>O euro manteve-se abaixo da marca de 1,20, pressionado pela din\u00e2mica dos spreads de rendimento e pelos persistentes obst\u00e1culos geopol\u00edticos ao crescimento europeu.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-14\" style=\"font-size:18px\"><strong>USD\/JPY:<\/strong>\u00a0156,928 (<strong>+0,07%<\/strong>A fraqueza do iene persistiu, com os mercados cada vez mais atentos a poss\u00edveis sinais de interven\u00e7\u00e3o do Banco do Jap\u00e3o, \u00e0 medida que o par se aproxima do n\u00edvel de 160.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-15 wp-block-paragraph\" style=\"font-size:18px\"><strong>3. Metais Preciosos e Commodities<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-16 wp-block-paragraph\" style=\"font-size:18px\"><strong>Metais Preciosos<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-17\" style=\"font-size:18px\"><strong>Ouro \u00e0 vista (XAU\/USD):<\/strong>\u00a0USD 5.012,95\/oz (<strong>+0,98%<\/strong>Apesar da volatilidade intradi\u00e1ria, o ouro conseguiu se manter acima do patamar hist\u00f3rico de US$ 5.000.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-18\" style=\"font-size:18px\"><strong>Prata \u00e0 vista (XAG\/USD):<\/strong>\u00a0USD 89,48\/oz (<strong>+1,46%<\/strong>A prata ampliou seus ganhos ap\u00f3s ultrapassar a resist\u00eancia de US$ 85, impulsionada por uma combina\u00e7\u00e3o de fluxos para ativos de ref\u00fagio e forte demanda industrial.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-19 wp-block-paragraph\" style=\"font-size:18px\"><strong>Mercadorias<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-20\" style=\"font-size:18px\"><strong>Petr\u00f3leo bruto WTI (XTI\/USD):<\/strong>\u00a0USD 64,58\/barril (<strong>+0,02%<\/strong>Os pre\u00e7os do petr\u00f3leo encontraram um s\u00f3lido suporte de curto prazo em torno de US$ 65, sustentados pelas tens\u00f5es no Oriente M\u00e9dio e pela incerteza em torno das negocia\u00e7\u00f5es nucleares entre os EUA e o Ir\u00e3.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-21 wp-block-paragraph\" style=\"font-size:18px\"><strong>4.&nbsp;<\/strong><strong>Ativos Digitais e Din\u00e2mica Macroecon\u00f4mica<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-22\" style=\"font-size:18px\"><strong>Bitcoin (BTC\/USD):<\/strong>\u00a0USD 72.685 (<strong>\u22120,43%<\/strong>O Bitcoin entrou em uma fase de consolida\u00e7\u00e3o t\u00e9cnica ap\u00f3s n\u00e3o conseguir sustentar o \u00edmpeto de alta, \u00e0 medida que o aumento dos rendimentos dos t\u00edtulos do Tesouro dos EUA afetou o apetite por risco.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-23\" style=\"font-size:18px\"><strong>Ethereum (ETH\/USD):<\/strong>\u00a0USD 2.136,6 (<strong>\u22120,34%<\/strong>O Ethereum continuou a apresentar desempenho inferior ao Bitcoin e aos ativos tradicionais de ref\u00fagio seguro.\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-24 wp-block-paragraph\" style=\"font-size:18px\"><strong>5.&nbsp;<\/strong><strong>Foco de hoje<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-25\" style=\"font-size:18px\">Relat\u00f3rio de Pol\u00edtica Monet\u00e1ria do Banco da Inglaterra (BOE)\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-26\" style=\"font-size:18px\">Declara\u00e7\u00e3o de Pol\u00edtica Monet\u00e1ria do Banco da Inglaterra\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-27\" style=\"font-size:18px\">Decis\u00e3o do Banco da Inglaterra sobre a taxa de juros e detalhamento da vota\u00e7\u00e3o\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-28\" style=\"font-size:18px\">Decis\u00e3o do Banco Central Europeu (BCE) sobre a principal taxa de refinanciamento\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-29\" style=\"font-size:18px\">Declara\u00e7\u00e3o de Pol\u00edtica Monet\u00e1ria do BCE\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-30\" style=\"font-size:18px\">Confer\u00eancia de imprensa do presidente do BCE\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-31\" style=\"font-size:18px\">Pedidos iniciais de seguro-desemprego nos EUA (semana encerrada em 31 de janeiro)\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-32\" style=\"font-size:18px\">Relat\u00f3rio de vagas de emprego do programa JOLTS nos EUA\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>February 5, 2026&nbsp;\u2014 U.S. political uncertainty eased meaningfully after the President reached a funding agreement with Senate Democrats, officially ending the risk of a prolonged partial government shutdown. The resolution restored market confidence in U.S. Treasuries and the dollar, pushing the U.S. Dollar Index to a one-week high and weighing broadly on non-USD assets.&nbsp; After 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