铁矿 (IronOre) 加自选

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%.

IBOVESPA指数升至144028.00点的历史新高。在过去的4周里，Bovespa指数上涨了4.84%，在过去的12个月里，它上涨了6.55%。

IBOVESPA increased to an all-time high of 144028.00 Index Points. Over the past 4 weeks, Bovespa Index gained 4.84%, and in the last 12 months, it increased 6.55%.

周一，Ibovespa指数上涨0.6%，接近143000点，通胀疲软的证据支持了融资条件更宽松的前景。7月份，IBC Br指数下跌0.5%，连续第三次下跌，跌幅低于预期的0.2%，以缓解对价格上涨的担忧。一直以来，《焦点公报》中的通胀预测下降了2个基点，至4.83%，而投资者将明年的利率预期下调了12个基点，降至12.38%。尽管如此，巴西央行预计将在周三将基准利率维持在15.00%，此前不久美联储预计将恢复降息25个基点的降息周期。在股票中，巴西国家电力公司上涨2.7%，巴西国家石油公司上涨0.3%，淡水河谷上涨0.4%，Itaú上涨0.1%，Bradesco上涨1.1%，而巴西银行下跌0.4%。

The Ibovespa rose 0.6% to approach 143,000 on Monday, as evidence of softening inflation supported the outlook of easier financing conditions. The IBC-Br index dropped 0.5% in July, its third consecutive decline an below expectations of a 0.2% drop to soften concerns of higher price growth. Consistently, Inflation forecasts in the Focus Bulletin fell by 2bps to 4.83% for this year, while investors trimmed next year's rate expectations by 12bps to 12.38%. Still, the Brazilian central bank is expected to keep the Selic at 15.00% on Wednesday, shortly after the US Fed is expected to resume its cutting cycle with a 25bps cut. Among stocks, Eletrobras jumped 2.7%, Petrobras rose 0.3%, Vale 0.4%, Itaú 0.1%, and Bradesco 1.1%, while Banco do Brasil slipped 0.4%.

欧元/美元、美元/日元和澳元/美元预测——周一早盘美元走软。美元在周一早盘交易中下跌了一点，因为交易员们正在关注美联储周三的会议和公告，以确定美元的走势。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Softer in Early Monday Trading.The US dollar has lost a bit of strength in early Monday trading, as traders are looking to the Federal Reserve meeting and announcement on Wednesday to determine where the US dollar is heading toward.