铁矿 (IronOre) 加自选

周五，Ibovespa的股价大多上涨，表现优于全球市场，因为投资者密切关注美国总统特朗普设定的贸易协议最后期限。本周早些时候，特朗普威胁要在下周前对巴西商品征收50%的关税，但飞机和橙汁除外。随着僵局的持续，市场仍对巴西的反应保持警惕。在宏观方面，巴西资产相对不受美国悲观就业数据的影响。根据巴西国家统计局的数据，6月份巴西工业生产比上月增长0.1%。然而，产量同比下降1.3%，预计每月增长0.4%，每年下降0.6%。与此同时，尽管淡水河谷报告季度利润下降24%，但其股价上涨0.8%，而CSN尽管净收益暴跌92.3%，但仍上涨1.2%。此外，Gerdau股价下跌1.2%，此前第二季度调整后净利润下降8.6%。巴西国家石油公司上涨0.5%，巴西航空工业公司下跌1.2%。

Shares in the Ibovespa were mostly higher on Friday, outperforming global markets as investors monitored the deadline for trade deals set by US President Trump. Earlier this week, Trump threatened to impose 50% tariffs on Brazilian goods by next week, though aircraft and orange juice were excluded. Markets remain alert to Brazil’s response as the standoff continues. On the macro front, Brazilian assets were relatively unaffected by the pessimistic US jobs data. Brazilian industrial production rose 0.1% in June from the previous month, according to the national statistics agency. However, production dropped 1.3% year-over-year, forecasts expected a 0.4% monthly increase and a 0.6% annual decline.Meanwhile, Vale gained 0.8% despite reporting a 24% decline in quarterly profit, while CSN rose 1.2% despite a 92.3% plunge in net earnings. Also, Gerdau shares fell 1.2% after posting an 8.6% drop in Q2 adjusted net income. Petrobras added 0.5%, and Embraer fell 1.2%.