Claudio Carvalho
@claudiocarvalho.pt
Economist focused on strategic finance, M&A, private equity, and venture capital. Discussing economics, finance, politics, healthcare, astronomy, and football finance. Opinions are my own.
Mark A. Stevens, Nvidia director, sold $40M in stock (222,500 shares) amid rally. www.tradingview.com/news/gurufoc...
Insider Alert: Nvidia Director Cashes Out $40 Million in Stock Amid Rally
Nvidia NASDAQ:NVDA and Broadcom (AVGO) insiders sold millions of dollars of stock this week, according to Form 4 filings with the U.S. Securities and Exchange Commission.Nvidia director Mark Stevens s...
www.tradingview.com
December 25, 2025 at 4:39 PM
Mark A. Stevens, Nvidia director, sold $40M in stock (222,500 shares) amid rally. www.tradingview.com/news/gurufoc...
EU to give €90bn loan to Ukraine - www.ft.com/content/e569... via @financialtimes.com
EU agrees €90bn loan to Ukraine after frozen Russian asset plan fails
Money to be borrowed against bloc’s shared budget after leaders fail to agree ‘reparation loan’ proposal
www.ft.com
December 19, 2025 at 2:05 AM
EU to give €90bn loan to Ukraine - www.ft.com/content/e569... via @financialtimes.com
Em memória de Nuno Loureiro www.publico.pt/2025/12/18/c...
Em memória de Nuno Loureiro
Não foi só um cientista brilhante: Nuno Loureiro marcou profundamente todos os que com ele trabalharam e conviveram. É difícil aceitar que a sua inteligência e generosidade se tenham apagado tão cedo.
www.publico.pt
December 19, 2025 at 12:14 AM
Em memória de Nuno Loureiro www.publico.pt/2025/12/18/c...
Os Planos de Poupança Reforma (PPR) são das maiores tragédias em Portugal e são incentivados pelos sucessivos governos. -> Mediana do Retorno Anualizado a 10 anos (antes de impostos e de encargos de subscrição, de resgate e de transferência) = 1.82%.
Fonte: Comparador da CMVM.
Fonte: Comparador da CMVM.
December 15, 2025 at 6:49 PM
Os Planos de Poupança Reforma (PPR) são das maiores tragédias em Portugal e são incentivados pelos sucessivos governos. -> Mediana do Retorno Anualizado a 10 anos (antes de impostos e de encargos de subscrição, de resgate e de transferência) = 1.82%.
Fonte: Comparador da CMVM.
Fonte: Comparador da CMVM.
Jamie Grant Is Said to Retire from JPMorgan After Four Decades www.bloomberg.com/news/article...
Jamie Grant Is Said to Retire from JPMorgan After Four Decades
Jamie Grant, global chairman at JPMorgan Chase & Co.’s investment banking group, is set to retire early next year after more than four decades at the lender, according to people with knowledge of ...
www.bloomberg.com
December 15, 2025 at 5:07 PM
Jamie Grant Is Said to Retire from JPMorgan After Four Decades www.bloomberg.com/news/article...
PPR continuam a prometer muito e a render muito pouco eco.sapo.pt?p=1774898
PPR continuam a prometer muito e a render muito pouco. Foi também assim em 2025
Os Planos Poupança‑Reforma (PPR) continuam a ser o “produto estrela” para a reforma, mas 8 em cada 10 não bateram o mercado nem a inflação na última década. Este ano o cenário não foi muito diferente.
eco.sapo.pt
December 15, 2025 at 11:45 AM
PPR continuam a prometer muito e a render muito pouco eco.sapo.pt?p=1774898
Financial literacy:《That is also the case in the UK, where financial education is compulsory in secondary schools, but schools are free to plan how they teach it, and “the overwhelming majority of content provided, easily available, is bank branded”》 www.ft.com/content/066c...
Why Europeans need to learn more about money
In many countries, financial knowledge is poor and savings are held in low-return products, slowing the continent’s economy
www.ft.com
December 12, 2025 at 7:03 PM
Financial literacy:《That is also the case in the UK, where financial education is compulsory in secondary schools, but schools are free to plan how they teach it, and “the overwhelming majority of content provided, easily available, is bank branded”》 www.ft.com/content/066c...
Portugal’s two largest unions began their first joint strike in 12 years, pushing back against a jobs-market overhaul by Prime Minister Luís Montenegro www.bloomberg.com/news/article...
Portugal Stages First Strike in Over a Decade on Labor Reforms
Portugal’s two largest unions began their first joint strike in 12 years on Thursday, pushing back against a jobs-market overhaul by Prime Minister Luís Montenegro.
www.bloomberg.com
December 12, 2025 at 7:00 PM
Portugal’s two largest unions began their first joint strike in 12 years, pushing back against a jobs-market overhaul by Prime Minister Luís Montenegro www.bloomberg.com/news/article...
Portugal’s Mario Centeno is a potential candidate to become the ECB’s next vice president www.bloomberg.com/news/article...
Portugal Is Ready to Back Centeno for ECB Vice President Job
Portugal’s former central-bank Governor Mario Centeno is a potential contender to become the European Central Bank’s next vice president, according to the country’s finance minister.
www.bloomberg.com
December 12, 2025 at 6:58 PM
Portugal’s Mario Centeno is a potential candidate to become the ECB’s next vice president www.bloomberg.com/news/article...
Portugal is in a strong fiscal position (thanks Centeno). This gives us a window of opportunity. The next step must be addressing structural, supply-side constraints, such as skills gap vs market needs, increase universities-companies integration, reduce tourism dependency, & solve R/E crisis.
October 22, 2025 at 12:24 PM
Portugal is in a strong fiscal position (thanks Centeno). This gives us a window of opportunity. The next step must be addressing structural, supply-side constraints, such as skills gap vs market needs, increase universities-companies integration, reduce tourism dependency, & solve R/E crisis.
That moment that you paralyze and think that Donald Trump might win this... Pure gold... 🤣
October 10, 2025 at 1:23 PM
That moment that you paralyze and think that Donald Trump might win this... Pure gold... 🤣
According to the State Budget Proposal, the Portuguese Government projects a small budget surplus of c. 0.1% of GDP for 2026.
October 9, 2025 at 9:29 PM
According to the State Budget Proposal, the Portuguese Government projects a small budget surplus of c. 0.1% of GDP for 2026.
Inflation is moderate (2.76% YoY as of Aug'25, according to ine.pt), and unemployment remains low (5.9% in Q2'25), helping sustain consumer confidence and spending patterns.
October 9, 2025 at 9:29 PM
Inflation is moderate (2.76% YoY as of Aug'25, according to ine.pt), and unemployment remains low (5.9% in Q2'25), helping sustain consumer confidence and spending patterns.
Portuguese Stock Index PSI-20 closed at 8,229.95 points, +0.99% from the previous session. The market exhibits cautious optimism, despite global uncertainties, supported by healthy economic fundamentals and healthy corporate earnings.
October 9, 2025 at 9:28 PM
Portuguese Stock Index PSI-20 closed at 8,229.95 points, +0.99% from the previous session. The market exhibits cautious optimism, despite global uncertainties, supported by healthy economic fundamentals and healthy corporate earnings.
Portugal’s GDP growth forecast for 2025 remains steady at around 1.9% (BoP projections), with expectations to accelerate to 2.2% in 2026 before slowing slightly to 1.7% in 2027. Strong domestic demand and private consumption are key drivers of growth.
October 9, 2025 at 9:28 PM
Portugal’s GDP growth forecast for 2025 remains steady at around 1.9% (BoP projections), with expectations to accelerate to 2.2% in 2026 before slowing slightly to 1.7% in 2027. Strong domestic demand and private consumption are key drivers of growth.
Adam Smith em "Riqueza das Nações":
October 2, 2025 at 9:39 AM
Adam Smith em "Riqueza das Nações":
Reposted by Claudio Carvalho
@bportugal.pt disponibiliza guia prático sobre a publicidade difundida por intermediários de crédito
🔗 https://tinyurl.com/zp2xbmu9?utm_source=bluesky&utm_medium&utm_campaign&utm_content=ap_oeynugh4e5
🔗 https://tinyurl.com/zp2xbmu9?utm_source=bluesky&utm_medium&utm_campaign&utm_content=ap_oeynugh4e5
Guia Prático
tinyurl.com
August 22, 2025 at 9:09 AM
@bportugal.pt disponibiliza guia prático sobre a publicidade difundida por intermediários de crédito
🔗 https://tinyurl.com/zp2xbmu9?utm_source=bluesky&utm_medium&utm_campaign&utm_content=ap_oeynugh4e5
🔗 https://tinyurl.com/zp2xbmu9?utm_source=bluesky&utm_medium&utm_campaign&utm_content=ap_oeynugh4e5
Reposted by Claudio Carvalho
Faultlines in financial system could be exposed by regulatory arbitrage on.ft.com/4oNXfS2 | opinion
Faultlines in financial system could be exposed by regulatory arbitrage
Policymakers and banking industry should push for convergence on rules
on.ft.com
August 22, 2025 at 4:31 AM
Faultlines in financial system could be exposed by regulatory arbitrage on.ft.com/4oNXfS2 | opinion
1. A vontade de ler e a capacidade de interpretação são inversamente proporcionais ao miserabilismo intelectual desta gente da Iniciativa Liberal.
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[1/5]
August 7, 2025 at 10:37 AM
1. A vontade de ler e a capacidade de interpretação são inversamente proporcionais ao miserabilismo intelectual desta gente da Iniciativa Liberal.
[1/5]
[1/5]