周四,Ibovespa指数下跌0.2%,收于141800点,结束了为期两天的反弹,此前立法者拒绝了提高金融交易税的提议,缓解了对财政扩张的担忧。巴西的月度和年度CPI数据低于预期,尽管伊泰普奖金结束后电价飙升。投资者情绪也受到政治发展的拖累,因为财政部长费尔南多·哈达德表示,在国会遭遇挫折后,政府将需要时间考虑支持国家预算的替代策略。行业表现喜忧参半,金融和公用事业表现出弹性,而工业和材料表现滞后。在个股中,Panatlantica领跌,下跌8%,而B3 SA Brasil Bolsa Balcão上涨1%。总体而言,由于财政和政治不确定性继续影响市场动态,投资者仍持谨慎态度。
The Ibovespa fell 0.2% to close at 141,800 on Thursday, ending a two-day rally after lawmakers rejected a proposal to raise the financial transactions tax, easing concerns over fiscal expansion. Brazil’s monthly and annual CPI readings came in below expectations, although electricity prices spiked following the end of the Itaipu bonus. Investor sentiment was also weighed down by political developments, as Finance Minister Fernando Haddad said the government would take time to consider alternative strategies to support the national budget after a setback in Congress. Sector performance was mixed, with financials and utilities showing resilience while industrials and materials lagged. Among individual stocks, Panatlantica led the decline, dropping 8%, while B3 SA Brasil Bolsa Balcão gained 1%. Overall, investors remain cautious as fiscal and political uncertainty continues to influence market dynamics.