周一，Ibovespa指数上涨0.9%，收于143547点，创下历史新高，通胀降温的迹象增强了人们对更宽松融资条件的预期。IBC Br指数7月份下跌0.5%，这是连续第三个月下跌，低于分析师预测的0.2%的跌幅，有助于缓解人们对价格增长再次回升的担忧。Focus公告中的巴西2025年通胀预测小幅下降2个基点至4.83%，而明年的预测通胀率下调了12个基点至4.38%。尽管如此，人们普遍预计，尽管市场预计美联储下周将降息25个基点，但央行周三仍将把基准利率维持在15.00%。在市场上，巴西国家电力公司上涨3.0%，巴西国家石油公司上涨1.5%，淡水河谷上涨0.9%，B3上涨3.2%，伊塔乌萨上涨1.4%，而巴西银行下跌2.2%。
The Ibovespa rose 0.9% to a fresh record close of 143,547 on Monday as signs of cooling inflation reinforced expectations for easier financing conditions. The IBC-Br fell 0.5% in July, its third straight monthly decline and weaker than the 0.2% drop analysts had penciled in, helping to ease worries about a renewed pickup in price growth. Brazil inflation forecasts in the Focus bulletin edged down 2 basis points to 4.83% for 2025, while the projected rate for next year was trimmed by 12 basis points to 4.38%. Still, the Central Bank is widely expected to keep the Selic at 15.00% on Wednesday even as markets price a 25 basis point cut from the US Federal Reserve next week. On the market, Eletrobras jumped 3.0%, Petrobras rose 1.5%, Vale gained 0.9%, B3 rallied 3.2% and Itaúsa added 1.4%, while Banco do Brasil slipped 2.2%.
