{"id":29855,"date":"2025-10-07T06:29:05","date_gmt":"2025-10-07T06:29:05","guid":{"rendered":"https:\/\/www.vtmarkets.com\/pt\/uncategorized\/nikkei-recua-diante-da-turbulencia-politica-global\/"},"modified":"2025-10-07T06:29:05","modified_gmt":"2025-10-07T06:29:05","slug":"nikkei-recua-diante-da-turbulencia-politica-global","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/pt-latam\/analysis\/nikkei-recua-diante-da-turbulencia-politica-global\/","title":{"rendered":"Nikkei Recua Diante da Turbul\u00eancia Pol\u00edtica Global"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/pt-latam\/wp-content\/uploads\/sites\/24\/2026\/03\/image_fx-86-1024x559.png\" alt=\"\" class=\"wp-image-20961\" \/><\/figure>\n\n\n\n<p><strong>Principais Pontos<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>O Nikkei 225 caiu 450 pontos para 48.090,65 ap\u00f3s ganhos iniciais devido ao otimismo fiscal desaparecer.<\/li>\n\n\n\n<li>O iene se desvalorizou perto de 150 por d\u00f3lar enquanto os traders antecipavam pol\u00edticas fiscais e monet\u00e1rias frouxas.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n\n<p>As a\u00e7\u00f5es asi\u00e1ticas abriram cautelosamente na ter\u00e7a-feira, com o Nikkei 225 do Jap\u00e3o devolvendo ganhos iniciais para fechar 0,93% mais baixo em 48.090,65, ap\u00f3s dois dias de fortes altas.<\/p>\n\n\n\n<p>Os traders realizaram lucros ap\u00f3s a corrida recorde do \u00edndice, inicialmente impulsionada pelo <a href=\"https:\/\/t.co\/7o6yX79XQW\" target=\"_blank\" rel=\"noopener\" title=\"\">otimismo em torno da elei\u00e7\u00e3o do fiscal dovish Sanae Takaichi<\/a> como nova l\u00edder do partido governante do Jap\u00e3o.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">The Nikkei hit a record as investors bet likely incoming prime minister Sanae Takaichi will ramp up fiscal stimulus, while in France, borrowing costs rose again after Prime Minister S\u00e9bastien Lecornu resigned. More on Market Rundown <a href=\"https:\/\/t.co\/pGsYhtlvDg\">https:\/\/t.co\/pGsYhtlvDg<\/a> <a href=\"https:\/\/t.co\/QLxpZNgFgL\">pic.twitter.com\/QLxpZNgFgL<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/1975176714478088465?ref_src=twsrc%5Etfw\">October 6, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>A expectativa de que Takaichi ser\u00e1 nomeada primeira-ministra refor\u00e7ou as expectativas de um est\u00edmulo fiscal agressivo e de uma pol\u00edtica monet\u00e1ria muito frouxa. O iene se desvalorizou ainda mais, rondando <strong>\u00a5150 por d\u00f3lar<\/strong>, enquanto os rendimentos dos t\u00edtulos do governo japon\u00eas subiram \u00e0 medida que <a href=\"https:\/\/t.co\/e9lI8EXiEe\" target=\"_blank\" rel=\"noopener\" title=\"\">os traders venderam d\u00edvidas de longo prazo<\/a> em meio \u00e0 perspectiva de emiss\u00e3o mais pesada para financiar planos de gastos.<\/p>\n\n\n\n<p>Um leil\u00e3o tranquilo de <strong>\u00a5536,8 bilh\u00f5es (US$3,57 bilh\u00f5es)<\/strong> em t\u00edtulos de 30 anos ajudou a estabilizar os mercados, embora a curva de rendimento inclinada sublinhasse a cautela dos investidores.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Japan\u2019s 30-year government bond auction drew a stronger demand ratio than its 12-month average, easing investor concerns following the surprise victory of pro-stimulus conservative Takaichi in the ruling party leadership race <a href=\"https:\/\/t.co\/ZhKNY1waK1\">https:\/\/t.co\/ZhKNY1waK1<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/1975408448155046348?ref_src=twsrc%5Etfw\">October 7, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>O Ministro das Finan\u00e7as <strong>Katsunobu Kato<\/strong> reafirmou a vigil\u00e2ncia do governo contra \u201cmovimentos vol\u00e1teis\u201d no mercado de c\u00e2mbio, sinalizando uma poss\u00edvel interven\u00e7\u00e3o se a fraqueza do iene acelerar.<\/p>\n\n\n\n<p>Pela Europa, o risco pol\u00edtico tamb\u00e9m dominou as manchetes. A ren\u00fancia surpresa de <strong>Sebastien Lecornu<\/strong> como primeiro-ministro da Fran\u00e7a aumentou a turbul\u00eancia pol\u00edtica em Paris e pressionou os futuros OAT franceses para baixo, enquanto o <strong>euro caiu 0,14% para $1,1696<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">French Prime Minister Sebastien Lecornu unexpectedly resigns only hours after naming his cabinet, in a major deepening of France&#39;s political crisis that drove stocks and the euro sharply lower <a href=\"https:\/\/t.co\/NfGtbRhsuB\">https:\/\/t.co\/NfGtbRhsuB<\/a> <a href=\"https:\/\/t.co\/a6r4GE0oTF\">pic.twitter.com\/a6r4GE0oTF<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/1975228303645737090?ref_src=twsrc%5Etfw\">October 6, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Analistas da Macquarie observaram que o presidente <strong>Emmanuel Macron<\/strong> pode enfrentar <a href=\"https:\/\/t.co\/5lZh9fPJTX\" target=\"_blank\" rel=\"noopener\" title=\"\">maior press\u00e3o<\/a> para dissolver a Assembleia Nacional se as negocia\u00e7\u00f5es de coaliz\u00e3o falharem.<\/p>\n\n\n\n<p>Apesar da incerteza global, surgiram alguns pontos positivos. A fabricante de chips americana <strong>AMD (NASDAQ: AMD)<\/strong> anunciou um contrato de v\u00e1rios anos para fornecer <strong>chips de IA para OpenAI<\/strong>, potencialmente gerando dezenas de bilh\u00f5es em receitas anuais.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">AMD landed a blockbuster deal with OpenAI to build artificial intelligence infrastructure, giving the chipmaker a chance to show it can mount a challenge to Nvidia in the AI computing industry. Here\u2019s your Evening Briefing <a href=\"https:\/\/t.co\/gvoUeGZkKN\">https:\/\/t.co\/gvoUeGZkKN<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/1975320833447891418?ref_src=twsrc%5Etfw\">October 6, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>No entanto, o otimismo em torno da intelig\u00eancia artificial n\u00e3o conseguiu aumentar a disposi\u00e7\u00e3o a assumir riscos mais amplos. Os <strong>futuros do Nasdaq ca\u00edram 0,02%<\/strong>, enquanto os <strong>futuros do S&amp;P 500 ca\u00edram 0,05%<\/strong> a partir de m\u00e1ximas hist\u00f3ricas.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Perspectiva T\u00e9cnica<\/h2>\n\n\n\n<p>O <strong>Nikkei 225<\/strong> est\u00e1 sendo negociado a <strong>48.090,65<\/strong>, caindo <strong>0,93%<\/strong> no dia, recuando ap\u00f3s uma forte alta de v\u00e1rias semanas. Apesar da corre\u00e7\u00e3o de hoje, o \u00edndice permanece firmemente dentro de uma tend\u00eancia de alta, tendo aumentado quase <strong>60%<\/strong> desde a m\u00ednima de abril de <strong>30.397,3<\/strong>.<\/p>\n\n\n\n<p>A corre\u00e7\u00e3o parece ser uma pausa de curto prazo em vez de uma revers\u00e3o, enquanto os traders realizam lucros ap\u00f3s a quebra acima do n\u00edvel psicol\u00f3gico chave de <strong>48.000<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/pt-latam\/wp-content\/uploads\/sites\/24\/2026\/03\/image-9-1024x445.jpg\" alt=\"\" class=\"wp-image-31643\" \/><\/figure>\n\n\n\n<p>Tecnicamente, as <strong>m\u00e9dias m\u00f3veis de 5, 10 e 30 dias<\/strong> continuam a mostrar alinhamento otimista, com o pre\u00e7o ainda pairando acima delas, indicando que a tend\u00eancia geral permanece ascendente.<\/p>\n\n\n\n<p>Uma resist\u00eancia imediata est\u00e1 em <strong>48.500\u201348.700<\/strong>, onde o mercado recentemente estagnou. Na baixa, o suporte est\u00e1 pr\u00f3ximo de <strong>44.200<\/strong>, seguido por uma base mais forte em torno de <strong>39.800<\/strong>, ambas marcam zonas de rompimento anteriores.<\/p>\n\n\n\n<p>O indicador <strong>MACD<\/strong> mostra sinais iniciais de perda de impulso. A linha MACD permanece acima da linha de sinal, mas o histograma est\u00e1 se estreitando, sugerindo que a for\u00e7a otimista est\u00e1 diminuindo.<\/p>\n\n\n\n<p>Se a diverg\u00eancia se aprofundar, os traders de curto prazo podem ver um recuo maior antes do pr\u00f3ximo movimento de alta.<\/p>\n\n\n\n<p><b>Empieza a operar ahora \u2014 haz clic <a href=\"https:\/\/latam.vtmarkets.com\/trade-now\/\">aqu\u00ed<\/a> para crear tu cuenta real en VT Markets.<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mercados asi\u00e1ticos se mostraram cautelosos: o Nikkei 225 caiu 450 pontos, enquanto o iene se enfraqueceu pr\u00f3ximo de \u00a5150. A incerteza pol\u00edtica na Europa tamb\u00e9m impacta as negocia\u00e7\u00f5es. Fique atento! &#8211; latam.vtmarkets.com<\/p>\n","protected":false},"author":62,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[12],"tags":[],"class_list":["post-29855","post","type-post","status-publish","format-standard","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/pt-latam\/wp-json\/wp\/v2\/posts\/29855","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/pt-latam\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/pt-latam\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/pt-latam\/wp-json\/wp\/v2\/users\/62"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/pt-latam\/wp-json\/wp\/v2\/comments?post=29855"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/pt-latam\/wp-json\/wp\/v2\/posts\/29855\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/pt-latam\/wp-json\/wp\/v2\/media?parent=29855"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/pt-latam\/wp-json\/wp\/v2\/categories?post=29855"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/pt-latam\/wp-json\/wp\/v2\/tags?post=29855"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}