周二,Ibovespa指数下跌0.2%,收于137771点,投资者权衡政策和宏观发展,特别是协调应对美国关税的第二次部长级会议和政府120亿雷亚尔的工业现代化信贷计划。IPCA-15在7月份上涨0.33%后,8月份下跌了0.14%,这一序列缓解了短期通胀压力,并保留了央行最终放松周期的可能性。市场注意力还集中在定于12月4日举行的盐下拍卖上,这对投资和财政收入仍然很重要。巴西国家石油公司股价下跌0.7%,淡水河谷股价上涨0.7%。与此同时,银行股涨跌互现,Itaúsa下跌1%,Bradesco下跌0.4%,巴西银行上涨1%,桑坦德银行上涨1.1%。
The Ibovespa fell 0.2% to close at 137,771 on Tuesday, as investors weighed policy and macro developments, notably the second ministerial meeting to coordinate a response to US tariffs and a government R$12 billion credit program for industrial modernization. The IPCA-15 fell 0.14% in August after rising 0.33% in July, a sequence that eases near term inflationary pressure and preserves the possibility of an eventual easing cycle by the central bank. Market attention also focused on the pre-salt auction scheduled for December 4, which remains important for investment and fiscal receipts. Among stocks Petrobras fell 0.7% while Vale gained 0.7%. Meanwhile banks traded mixed with Itaúsa down 1% and Bradesco shedding 0.4%, while Banco Do Brasil added 1% and Santander 1.1%.