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巴西的财政方案将包括提高股本利息税。巴西财政部长费尔南多·哈达德周二表示，政府的新财政方案包括将所谓的股权利息（JCP）支付的所得税税率从15%提高到20%。

Brazil's fiscal package to include higher tax on interest on equity.Brazil's Finance Minister Fernando Haddad said on Tuesday that the government's new fiscal package includes an increase in the income tax rate levied on so-called interest on equity (JCP) payments to 20% from 15%.

巴西央行行长表示，房地产融资的桥梁解决方案迫在眉睫。巴西央行行长Gabriel Galipolo周二表示，他预计很快就会提出一个为房地产行业融资的解决方案。由于储蓄账户存款下降，房地产行业正在苦苦挣扎，而储蓄账户是历史上最大的资金来源。

Brazil's central bank chief signals imminent bridge solution for real estate financing.Brazil's central bank governor Gabriel Galipolo said on Tuesday he expects to soon present a solution to finance the real estate sector, which is struggling due to a drop in deposits in savings accounts, historically its largest funding source.

周二，随着投资者消化新的通胀数据，Ibovespa指数微涨近0.4%，收于13.6万点以上。5月份CPI上涨0.26%，低于4月份的0.43%，为通胀压力提供了一些缓解，并为央行下周保持利率稳定敞开了大门。与此同时，随着卢拉总统和财政部长哈达德准备讨论替代方案，金融交易税上调的不确定性依然存在。哈达德宣布与国会领导人达成协议，“重新调整”提高税收的法令，但几项提案缺乏细节，使投资者持谨慎态度。在企业方面，巴西国家石油公司（+0.7%）、淡水河谷（+0.1%）、戈尔（+1.2%）和盖尔道（+5.6%）开盘走高。与此同时，Revee（-11.2%）和Estrela（-9.7%）的跌幅最大。

The Ibovespa edged up nearly 0.4% on Tuesday, trading above 136,000, as investors digested new inflation data. May's CPI rose 0.26%, below 0.43% in April, offering some relief over inflationary pressures and leaving the door open for the central bank to keep interest rates steady next week. Meanwhile, uncertainty persists over the hike in the financial transaction tax, as President Lula and Finance Minister Haddad prepare to discuss alternatives. Haddad announced an agreement with congressional leaders to “recalibrate” the decree that raised the tax, but a lack of details on several proposals left investors cautious. On the corporate front, Petrobras (+0.7%), Vale (+0.1%), Gol (+1.2%), and Gerdau (+5.6%) opened higher. Meanwhile, Revee (-11.2%) and Estrela (-9.7%) posted the sharpest losses.

在最新通胀数据、高实际利率、更清晰的财政信号和温和的外部背景下，6月份巴西雷亚尔兑美元汇率超过5.55，为近八个月来的最高水平。5月份的整体通胀率降至5.32%，令人惊讶的是，尽管连续第七个月仍超过目标，但这加强了央行最近的加息。Copom将基准利率上调至14.75%，为17年来的最高点，同时暗示可能会暂停，这保留了巴西的实质性套利优势，维持了强劲的投资组合流入。在财政方面，政府同意“重新调整”IOF调整，消除了许多不确定性，缩小了主权利差，并在一定程度上恢复了人们对巴西财政轨迹的信心。从外部来看，有报道称，美中在伦敦的出口管制谈判进展顺利，这缓解了全球避险情绪，并为大宗商品挂钩货币提供了支持，进一步支撑了雷亚尔的上涨。

The Brazilian real strengthened past 5.55 per USD in June, its strongest level in nearly eight months, amid latest inflation data, high real interest rates, clearer fiscal signals, and a milder external backdrop. May’s headline inflation eased to 5.32%, surprising to the downside while still exceeding the target for a seventh consecutive month, reinforcing the Central Bank’s latest rate hike. Copom’s move to raise the Selic to 14.75%, a 17-year high, while signaling a likely pause, preserved Brazil’s substantial carry advantage, sustaining strong portfolio inflows. On the fiscal front, the administration’s agreement to “recalibrate” the IOF adjustment has dispelled much uncertainty, narrowing sovereign spreads and somewhat restoring confidence in Brazil’s fiscal trajectory. Externally, reports that US–China export-controls talks in London are progressing smoothly have eased global risk aversion and lent support to commodity-linked currencies, further underpinning the real’s advance.