巴西3个月期国债 (Brazil3M) 加自选

周一，Ibovespa指数下跌0.1%，收于134036点，投资者在8月1日截止日期前对美欧贸易谈判的谨慎乐观情绪与日益加剧的政治和监管阻力之间取得了平衡。美国财政部长斯科特·贝森特强调，华盛顿重视任何协议的实质内容，而不是时间表，任何延期都由特朗普总统决定，而卢拉总统谴责贸易武器化是“胁迫和勒索”，这是对美国最近关税威胁的尖锐批评。这些摩擦加剧了从8月1日起对巴西出口征收50%关税以及最高法院就博索纳罗的豁免权争论所产生的不确定性。在企业层面，淡水河谷上涨2%，受北京水电刺激政策推动铁矿石价格走强，巴西国家石油公司在原油基准稳定的情况下上涨0.5%，但涨幅被WEG（-1.1%）和Lojas Renner（-1.5%）、Natura（-1.8%）和Hypermarcas（-1.9%）等消费品牌的亏损所抵消。

The Ibovespa fell 0.1% to close at 134,036 on Monday as investors balanced cautious optimism in US–EU trade talks ahead of the August 1st deadline with mounting political and regulatory headwinds. US Treasury Secretary Scott Bessent emphasized that Washington values the substance of any deal over its timetable, leaving any extension at President Trump’s discretion, while President Lula condemned the weaponization of trade as “coercion and blackmail,” a pointed critique of recent US tariff threats. Those frictions compound the uncertainty generated by looming 50% duties on Brazilian exports from August 1st and Supreme Court wrangling over Bolsonaro’s immunity. On the corporate stage, Vale rose 2% on firmer iron-ore prices driven by Beijing’s hydroelectric stimulus and Petrobras added 0.5% amid steady crude benchmarks, but gains were offset by losses at WEG (–1.1%) and consumer names such as Lojas Renner (–1.5%), Natura (–1.8%) and Hypermarcas (–1.9%).

周一，Ibovespa指数上涨超过0.6%，接近13.5万点，因为投资者在8月1日最后期限之前监测了贸易谈判，以及涉及关税和前总统博索纳罗的持续政治紧张局势。美国财政部长贝森特表示，政府更注重确保高质量的交易，而不是遵守最后期限，并指出任何延期都取决于特朗普总统。周日，卢拉总统批评将国际贸易用作“胁迫和勒索的工具”，这似乎是对华盛顿的隐晦提及。特朗普此前曾将针对博索纳罗的法律诉讼作为对巴西商品征收新关税的原因。在企业方面，淡水河谷在铁矿石价格上涨的情况下上涨了2%，巴西国家石油公司微涨0.1%，Americanas（+1.8%）和Casas Bahia（+2.7%）等零售商上涨。主要银行的交易喜忧参半，Bradesco上涨0.4%，Banco do Brasil下跌0.6%。

The Ibovespa rose over 0.6% to approach 135,000 on Monday, as investors monitored trade talks ahead of the August 1 deadline and ongoing political tensions involving tariffs and former President Bolsonaro. US Treasury Secretary Bessent said the administration is more focused on securing quality deals than meeting deadlines, noting any extension would be up to President Trump. On Sunday, President Lula criticized the use of international trade as an “instrument of coercion and blackmail,” in what seemed to be a veiled reference to Washington. Trump previously cited the legal proceedings against Bolsonaro as a reason for the new tariffs on Brazilian goods. On the corporate front, Vale jumped 2% amid higher iron ore prices, Petrobras edged up 0.1%, and retailers like Americanas (+1.8%) and Casas Bahia (+2.7%) advanced. Major banks traded mixed, with Bradesco up 0.4% and Banco do Brasil down 0.6%.

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Brazil will open a tax advisory office in China to deepen ties with its top trading partner, the finance ministry announced. The move follows a spike in global trade tensions—triggered in part by U.S. President Donald Trump's 50% tariffs on Brazilian goods. With limited space to negotiate with Washington, Brasilia is turning to Beijing. The new office will play a strategic role in sharing tax and customs data, providing legal guidance on Brazilian regulations for foreign investors and expatriates, and enhancing legal certainty and the business climate. Since 2023, President Lula has met with Chinese President Xi Jinping three times, underscoring the growing bilateral rapport. Officials denied any connection between the office and the U.S.-Brazil trade spat.

暂无中文版本，请点击原文

Brazil will open a tax advisory office in China to deepen ties with its top trading partner, the finance ministry announced. The move follows a spike in global trade tensions—triggered in part by U.S. President Donald Trump's 50% tariffs on Brazilian goods. With limited space to negotiate with Washington, Brasilia is turning to Beijing. The new office will play a strategic role in sharing tax and customs data, providing legal guidance on Brazilian regulations for foreign investors and expatriates, and enhancing legal certainty and the business climate. Since 2023, President Lula has met with Chinese President Xi Jinping three times, underscoring the growing bilateral rapport. Officials denied any connection between the office and the U.S.-Brazil trade spat.