周二,Ibovespa指数上涨0.6%,收于144000点以上,在央行的Copom开始政策会议时延续了创纪录的涨幅。普遍预计周三的Selic将保持在15%。在数据方面,截至7月的季度,巴西的失业率降至5.6%,为2012年以来的最低水平,与市场预测的下限相符。在美国,美联储也将于周三决定利率,在劳动力市场疲软和温和通胀的情况下,市场完全预计利率将下调25个基点至4.00%-4.25%。在股票中,巴西国家石油公司(+0.4%)、淡水河谷(+0.6%)、Azul(+2.2%)和Minerva(+2.9%)上涨,而Casas Bahia飙升超过6%。
The Ibovespa rose 0.6% to trade above 144,000 on Tuesday, extending record gains as the central bank’s Copom began its policy meeting. The Selic is widely expected to be held at 15% on Wednesday. On the data front, Brazil’s unemployment rate fell to 5.6% in the quarter through July, the lowest in the series since 2012 and matching the lower bound of market forecasts. In the US, the Fed will also decide on rates Wednesday, with markets fully pricing in a 25bps cut to the 4.00%–4.25% range amid labor market weakness and moderate inflation. Among stocks, Petrobras (+0.4%), Vale (+0.6%), Azul (+2.2%), and Minerva (+2.9%) advanced, while Casas Bahia surged over 6%.