At 10:25 am (Brasilia time) this Monday (1st), the Ibovespa registered stability with an upward bias (+0.02%), at 173,825.39 points. On Friday (29), the main indicator of Brazilian Stock Exchange (B3) It fell 0.73%, to 173,787.49 points, with an accumulated loss of 1.37% for the week and 7.22% for the month. Of greater weight in the composition of B3a Vale (VALE3) It fell 1.05%. On the other hand, the shares of Petrobras (PETR3; PETR4) They were operating in positive territory, with gains of 1.01% and 0.55%, respectively. This morning, investors are reacting to the new edition of… Focus Bulletin, released by Central Bank (BC)The highlight was the increase in the projection of National Consumer Price Index (IPCA) of 2026, which increased from 5.04% to 5.09%. Also on the domestic agenda, the market is watching the release of… Purchasing Managers Index (PMIIndustrial of Brazil It fell from 52.6 in April to 49.1 in May, according to data released this morning by S&P GlobalThe result comes a month after the index surpassed 50 points in April. According to the entity, total sales and new export orders fell in May, which led to cuts in the country's industrial production. In Brasília, repercussions continue following the United States government's decision to classify the Primeiro Comando da Capital (PCC) and Comando Vermelho (CV) criminal factions as terrorist organizations. Finance Minister Dario Durigan stated in an interview with CBN that he intends to discuss the issue this week with US authorities, especially regarding the possible impacts on financial institutions and the Pix system. Internationally, investors are monitoring the deteriorating prospects for a peace agreement in the Middle East. Reports of new clashes in the Persian Gulf have increased doubts about the reopening of the Strait of Hormuz. According to international press reports, US forces carried out attacks against Iranian targets over the weekend, while Iran responded militarily and Kuwaiti defense systems intercepted missiles and drones in the region. Although negotiators from Washington and Tehran continue to discuss a possible extension of the ceasefire, President Donald Trump has avoided commenting directly on the progress of the negotiations. Meanwhile, US Secretary of Defense Pete Hegseth stated on Saturday (30) that the country is prepared to resume attacks against Iran if there is no agreement. Given this scenario, oil prices have risen again. Brent It was approaching $100 per barrel on ICE, while the WTI It was trading above $90 per barrel on the Nymex.

This text was translated by machine from Brazilian Portuguese.