{"id":4367,"date":"2026-04-02T19:09:37","date_gmt":"2026-04-02T08:09:37","guid":{"rendered":"https:\/\/www.amillex.com\/?p=4367"},"modified":"2026-04-03T19:48:01","modified_gmt":"2026-04-03T08:48:01","slug":"amillex-daily-market-commentary-weaker-dollar-drives-gold-to-five-day-rally-easing-geopolitical-expectations-weigh-on-oil","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/pt\/2026\/04\/02\/amillex-daily-market-commentary-weaker-dollar-drives-gold-to-five-day-rally-easing-geopolitical-expectations-weigh-on-oil\/","title":{"rendered":"Coment\u00e1rio Di\u00e1rio do Mercado da Amillex | D\u00f3lar mais fraco impulsiona alta de cinco dias no ouro, expectativas geopol\u00edticas mais brandas pressionam o petr\u00f3leo"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\">2 de abril de 2026 \u2014 Os mercados globais de commodities apresentaram uma not\u00e1vel tend\u00eancia de recupera\u00e7\u00e3o em meio \u00e0 intera\u00e7\u00e3o de m\u00faltiplos fatores macroecon\u00f4micos. O ouro \u00e0 vista estendeu sua forte recupera\u00e7\u00e3o recente, registrando ganhos pela quinta sess\u00e3o de negocia\u00e7\u00e3o consecutiva e sendo negociado de forma est\u00e1vel pr\u00f3ximo ao n\u00edvel de 4.800\/oz durante o dia. O principal fator por tr\u00e1s dessa alta \u00e9 a corre\u00e7\u00e3o do \u00cdndice do D\u00f3lar Americano em rela\u00e7\u00e3o \u00e0s m\u00e1ximas recentes, o que criou espa\u00e7o para valoriza\u00e7\u00e3o dos metais preciosos.<\/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\">Ao mesmo tempo, embora o sentimento do mercado tenha se estabilizado ap\u00f3s a volatilidade anterior, a reavalia\u00e7\u00e3o das expectativas de infla\u00e7\u00e3o e das trajet\u00f3rias das taxas de juros reais permitiu que o ouro demonstrasse forte resili\u00eancia e suporte de compra sustentado ap\u00f3s a corre\u00e7\u00e3o do primeiro trimestre.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-3 wp-block-paragraph\" style=\"font-size:18px\">No \u00e2mbito macroecon\u00f4mico, as expectativas de uma ligeira redu\u00e7\u00e3o das tens\u00f5es geopol\u00edticas tornaram-se um fator crucial para a supress\u00e3o dos pr\u00eamios de ativos de ref\u00fagio. \u00c0 medida que as partes envolvidas sinalizam um poss\u00edvel fim das a\u00e7\u00f5es militares, a ansiedade anteriormente elevada do mercado diminuiu. Essa mudan\u00e7a desencadeou diretamente uma corre\u00e7\u00e3o nos mercados de energia, com os pre\u00e7os do petr\u00f3leo bruto caindo mais de 1% para cerca de $98,85 por barril.<\/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\">Atualmente, o mercado encontra-se numa fase moldada pelas for\u00e7as g\u00eameas da &quot;diminui\u00e7\u00e3o das tens\u00f5es&quot; e da &quot;din\u00e2mica das pol\u00edticas&quot;. Embora a procura por ativos de ref\u00fagio a curto prazo tenha diminu\u00eddo, a persist\u00eancia da fragilidade dos dados macroecon\u00f3micos previstos poder\u00e1 permitir que o ouro se consolide acima de $4.800 e, potencialmente, inicie uma nova tend\u00eancia estrutural de alta.<\/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 has-medium-font-size wp-elements-5 wp-block-paragraph\"><strong>An\u00e1lise de desempenho e fundamentos de ativos<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-6 wp-block-paragraph\" style=\"font-size:18px\"><strong>1. Mercado de a\u00e7\u00f5es dos EUA<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-7 wp-block-paragraph\" style=\"font-size:18px\"><strong>Desempenho do \u00edndice<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-8\" style=\"font-size:18px\"><strong>S&amp;P 500 (SP500):<\/strong> Aproximadamente 6.530 pontos (6,53 mil), alta de 2,91%. Ap\u00f3s a volatilidade recente, o \u00edndice mostra forte impulso de recupera\u00e7\u00e3o, com o sentimento do mercado mudando de defensivo para mais propenso ao risco e as expectativas de crescimento dos lucros sendo reavaliadas.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-9\" style=\"font-size:18px\"><strong>\u00cdndice Dow Jones Industrial (DJI):<\/strong> 46.565,74, alta de 224,23 pontos (+0,48%). As a\u00e7\u00f5es de empresas consolidadas com foco em valor permanecem resilientes, mantendo-se acima do n\u00edvel de 46.000 e demonstrando adaptabilidade ao atual cen\u00e1rio de taxas de juros.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-10\" style=\"font-size:18px\"><strong>Nasdaq 100 (NQ1):<\/strong> 24.169,00, queda de 0,11%. Divergindo da alta generalizada, refletindo a rota\u00e7\u00e3o setorial \u00e0 medida que o capital premium impulsionado por IA flui para os segmentos de hardware e aplica\u00e7\u00f5es de semicondutores.<\/li>\n<\/ul>\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>Destaques das a\u00e7\u00f5es<\/strong><\/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>Intel (INTC):<\/strong> $48.03, subiu 8,84%, liderando o mercado \u00e0 medida que os investidores precificam os avan\u00e7os na tecnologia de processos e os benef\u00edcios da localiza\u00e7\u00e3o da cadeia de suprimentos.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-13\" style=\"font-size:18px\"><strong>Google (GOOC) e Tesla (TSLA):<\/strong> As a\u00e7\u00f5es subiram 3,42% e 2,56%, respectivamente. As gigantes da tecnologia apresentam desempenho misto, mas as a\u00e7\u00f5es de crescimento est\u00e3o se beneficiando da recupera\u00e7\u00e3o da valoriza\u00e7\u00e3o \u00e0 medida que as expectativas de taxas se estabilizam.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-14\" style=\"font-size:18px\"><strong>Apple (AAPL):<\/strong> $255,63, alta de 0,73%, negociando de forma est\u00e1vel acima da faixa de $250 com desempenho moderado.<\/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>2. Mercado de c\u00e2mbio<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-16\" style=\"font-size:18px\"><strong>\u00cdndice do D\u00f3lar Americano (DXY):<\/strong> 99,516, queda de 0,04%. Oscilando abaixo do n\u00edvel chave de 100, com menor \u00edmpeto de alta \u00e0 medida que os sinais de pol\u00edtica do Fed se tornam mais equilibrados.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-17\" style=\"font-size:18px\"><strong>EUR\/USD:<\/strong> 1,15946, alta de 0,04%. O euro permanece fraco dentro de uma faixa de consolida\u00e7\u00e3o de longo prazo, com os mercados aguardando as proje\u00e7\u00f5es econ\u00f4micas atualizadas do segundo trimestre do BCE.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-18\" style=\"font-size:18px\"><strong>USD\/JPY:<\/strong> 158,658, queda de 0,08%. O iene encontra suporte pr\u00f3ximo a 160, com o desmonte de opera\u00e7\u00f5es de carry trade e uma poss\u00edvel interven\u00e7\u00e3o do Banco do Jap\u00e3o limitando uma maior deprecia\u00e7\u00e3o.<\/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-19 wp-block-paragraph\" style=\"font-size:18px\"><strong>3. Metais Preciosos e Commodities<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-20 wp-block-paragraph\" style=\"font-size:18px\"><strong>Metais Preciosos<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-21\" style=\"font-size:18px\"><strong>Ouro \u00e0 vista (XAUUSD):<\/strong> O pre\u00e7o do ouro est\u00e1 em torno de $4.786,98\/oz, uma alta de 0,61%. O ouro permanece em patamar elevado, acima de $4.700, apesar das fortes altas anteriores, impulsionado pela demanda por ativos de ref\u00fagio e pela din\u00e2mica estrutural dos balan\u00e7os dos bancos centrais.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-22\" style=\"font-size:18px\"><strong>Prata \u00e0 vista (XAGUSD):<\/strong> $75,712\/oz, alta de 0,90%. A prata supera o ouro novamente, refletindo o suporte adicional da melhora nas expectativas de demanda industrial.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-23 wp-block-paragraph\" style=\"font-size:18px\"><strong>Mercadorias<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-24\" style=\"font-size:18px\"><strong>Petr\u00f3leo Bruto (XTIUSD):<\/strong> $97,93\/barril, queda de 1,24%. Os pre\u00e7os enfrentaram press\u00e3o vendedora perto do n\u00edvel de $100, \u00e0 medida que crescem as preocupa\u00e7\u00f5es de que os pre\u00e7os elevados do petr\u00f3leo possam desencadear infla\u00e7\u00e3o secund\u00e1ria e reduzir a demanda.<\/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-25 wp-block-paragraph\" style=\"font-size:18px\"><strong>4. Criptoativos e Din\u00e2mica Macroecon\u00f4mica<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-26\" style=\"font-size:18px\"><strong>Bitcoin (BTCUSD):<\/strong> $68.454, alta de 0,52%. Negocia\u00e7\u00e3o lateral abaixo do n\u00edvel de $70.000, com os mercados atentos aos fluxos de entrada de ETFs e \u00e0s condi\u00e7\u00f5es de liquidez.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-27\" style=\"font-size:18px\"><strong>Ethereum (ETHUSD):<\/strong> $2,150,93, alta de 0,50%. Movendo-se em linha com o mercado em geral, sem catalisadores independentes e permanecendo em uma fase de consolida\u00e7\u00e3o de baixa volatilidade.<\/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-28 wp-block-paragraph\" style=\"font-size:18px\"><strong>5. Foco de hoje<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-29\" style=\"font-size:18px\">Pedidos iniciais de seguro-desemprego nos EUA (semana que terminou em 28 de mar\u00e7o)<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>April 2, 2026 \u2014 Global commodity markets showed a notable recovery trend amid the interplay of multiple macroeconomic factors. Spot gold extended its recent strong rebound, recording gains for the fifth consecutive trading session and steadily trading near the $4,800\/oz level intraday. The primary driver behind this rally is the pullback of the U.S. Dollar [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":4363,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_front_end_style_editor":"no","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[8],"tags":[],"class_list":["post-4367","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/posts\/4367","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/comments?post=4367"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/posts\/4367\/revisions"}],"predecessor-version":[{"id":4368,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/posts\/4367\/revisions\/4368"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/media\/4363"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/media?parent=4367"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/categories?post=4367"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/tags?post=4367"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}