At 10:40 am (Brasília time) this Monday (30), the Ibovespa It was operating at a strong high of 1.29%, at 183,891.49 points. On Friday (27), the main indicator of Brazilian Stock Exchange (B3) It fell 0.64%, to 181,556.77 points, but with an accumulated gain of 3.03% for the week. Of greater weight in the composition of B3a Vale (VALE3) and the actions of Petrobras (PETR3; PETR4) They recorded broad increases of 2.15%, 3.26%, and 2.45%, respectively.
Geopolitics keeps the market on alert.
This morning, the external environment remains dominated by risk aversion, given the War in the Middle East involving the United States, Israel, and Iran., which turned one month old last weekend. The US President Donald TrumpIsrael has once again signaled interest in negotiating an end to the conflict, but there are still no concrete signs of de-escalation. Tensions intensified after Israel bombed Tehran in response to missile launches from Yemen. This scenario drove up oil prices, with Brent crude reaching [a high rate]. US$116 per barrel at today's peak.
Economic indicators in Brazil
Domestically, investors are monitoring updates to economic indicators. Central Bank (BC) informed, through the Focus Bulletin, that the inflation projections (IPCA) for 2026 and 2027 have been revised upwards, projected at 4.31% and 3.84%, respectively. Furthermore, the FGV Ibre reported high 0.52% node General Price Index – Market (IGP-M) in March.
Politics comes into focus.
In the political arena, the market is monitoring new election polls. A survey by… Paraná Research points to a technical tie in a possible second round between President Luiz Inácio Lula da Silva (44.1%) and Senator Flávio Bolsonaro (45.2%(Research already) Atlas/Estadão indicates the governor of São Paulo, Tarcísio de Freitas, with 49.1% of voting intentions in the first round, against 42.1% by former minister Fernando Haddad.
This text was translated by machine from Brazilian Portuguese.