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%.