周一，Ibovespa指数上涨0.6%，收于150454点，创下新高，这得益于新的企业新闻。央行的焦点公告显示，2025年通胀预测连续第六周从4.56%下调至4.55%，反映出价格信号疲软，并支持明年降息的背景。主要银行因信贷改善的希望而上涨，巴西银行、桑坦德银行、Bradesco和Itaúsa的涨幅在0.5%至1.1%之间。Ambev上涨1%，WEG上涨1.8%，Eletrobras上涨0.8%。Azul在第11章程序中获得债权人协议后上涨2.6%。巴西国家石油公司小幅上涨0.5%，此前欧佩克+淡化了明年第一季度大幅增产的计划。相反，淡水河谷下跌0.6%，因中国铁矿石价格下跌，雷岑在宣布公司重组后下跌1%，Rede D'Or在出售其在GSH Corp.的股份后下跌1%。
The Ibovespa rose 0.6% to close at a fresh record of 150,454 on Monday, supported by fresh corporate news. The central bank’s Focus Bulletin showed 2025 inflation forecasts were revised down for the sixth straight week to 4.55% from 4.56%, reflecting softer price signals and supporting a backdrop for rate cuts next year. Major banks advanced on hopes of improved credit, with Banco do Brasil, Santander, Bradesco and Itaúsa adding between 0.5% and 1.1%. Ambev gained 1%, WEG jumped 1.8% and Eletrobras added 0.8%. Azul rose 2.6% after securing a creditor agreement in its Chapter 11 process. Petrobras inched up 0.5% after OPEC+ downplayed plans for large output hikes in the first quarter of next year. Conversely, Vale fell 0.6% as iron ore prices slipped in China, Raízen slipped 1% after announcing a corporate reorganization and Rede D’Or lost 1% following the sale of its stake in GSH Corp.
