周五,Ibovespa指数下跌0.6%,收于142272点,创下历史新高,因投资者权衡了最高法院对前总统贾伊尔·博索纳罗的定罪对经济的影响,该定罪增加了美国采取关税或定向制裁等报复措施的可能性,这可能会增加巴西出口的有效成本,并迫使对国家风险重新定价。博索纳罗在一项历史性裁决中被判处27年零3个月监禁,该裁决还判定几名高级军官犯有攻击民主机构的行为。这一裁决引起了国际社会的强烈反应,美国国务卿马尔科·卢比奥谴责这是一场“政治迫害”,前总统唐纳德·特朗普称其“可怕”。金融类股表现不佳,桑坦德银行下跌1.1%,伊塔乌萨银行下跌0.8%,Bradesco下跌1.1%。交易员减少了对被认为最容易受到贸易成本上升和政治溢出影响的公司的敞口。
The Ibovespa fell 0.6% to close at 142,272 on Friday, pulling back from its record as investors weighed the economic fallout from the Supreme Court conviction of former president Jair Bolsonaro, which has raised the prospect of US retaliatory measures such as tariffs or targeted sanctions that could increase the effective cost of Brazilian exports and force a re-pricing of country risk. Bolsonaro was sentenced to 27 years and three months in prison in a historic ruling that also convicted several high-ranking military officers for actions judged to have attacked democratic institutions. The verdict drew heated international reactions, with US Secretary of State Marco Rubio denouncing it as a "witch hunt" and former President Donald Trump calling it "terrible". Financial stocks underperformed, with Banco Santander down 1.1%, Itaúsa off 0.8% and Bradesco down 1.1%, as traders trimmed exposure to names deemed most vulnerable to higher trade costs and political spillovers.