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Com a melhoria do sentimento e alguns dados de inflação mais suaves, há uma configuração para um 'melt-up' de fim de ano nas ações, especialmente se a participação do varejo aumentar? Ou ainda enfrentamos muitos ventos contrários macro?
If earnings continue to surprise positively, then absolutely. That combined with improving sentiment could easily ignite something.
Hard to ignore the macro headwinds like rate hikes still on the table. A melt-up feels more like wishful thinking right now than a probable outcome.
The 'melt-up' narrative always pops up this time of year. Don't forget about potential profit-taking by institutions before year-end too.
I could see it. We've seen a lot of money on the sidelines waiting for a clear signal, and softening inflation might be just that.
Retail participation is key. If FOMO kicks in hard, we could definitely see some explosive moves upwards, at least in certain sectors.
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