周三，Ibovespa指数上涨约0.5%，收于132500点以上，投资者从最近的美国贸易政策信号中得到了一些缓解。尽管特朗普总统对从委内瑞拉购买石油或天然气的国家征收25%的二级关税，但有迹象表明，并非所有计划的关税都将在4月2日实施，一些国家可能会获得豁免，这缓解了人们对新关税措施的担忧。在国内，巴西政府搁置了一项拟议的大型科技税，以避免加剧与华盛顿的紧张关系，反映出更务实的经济立场。进一步支撑市场，建筑业信心在2025年首次回升至95点，央行2月份报告的经常账户赤字为88亿美元，好于预期。此外，未来较低的利率提振了利率敏感行业，巴西国家石油公司、淡水河谷和主要银行小幅上涨，帮助推高了该指数。
The Ibovespa rose around 0.5% to above the 132,500 level on Wednesday as investors found some relief in recent U.S. trade policy signals. Indications that not all planned tariffs will be implemented on April 2nd—and that some countries may receive exemptions—have eased concerns ahead of new tariff measures, even as President Trump imposed secondary tariffs of 25% on nations buying oil or gas from Venezuela. Domestically, Brazil’s government has shelved a proposed big tech tax to avoid exacerbating tensions with Washington, reflecting a more pragmatic economic stance. Further supporting the market, construction confidence rebounded to 95 points for the first time in 2025, and the Central Bank reported a current account deficit of US$8.8 billion in February, a better-than-expected outcome. Additionally, lower future interest rates have provided a boost to rate-sensitive sectors, with Petrobras, Vale, and major banks registering modest gains to help lift the index.
