At 10:19 am (Brasilia time) this Tuesday (4), the Ibovespa It was operating at a strong high of 1.41%, at 180,504.97 points. On the previous day (3), the main indicator of Brazilian Stock Exchange (B3) The Brazilian stock market closed stable at 178,000.24 points. Among the companies with the greatest weight in the B3 composition, Vale rose more than 2.5%, while Petrobras (PETR3; PETR4) shares fell slightly. In this trading session, the attention of Brazilian investors is divided between new industry data and the start of the meeting of the Monetary Policy Committee (Copom) of the Central Bank (BC). Earlier, the… Brazilian Institute of Geography and Statistics (IBGE) It was announced that Brazil's industrial production had a negative monthly variation of 1.8% in June 2026, compared to a drop of 0.9% in May (revised data from -0.2%). The market expectation was for a contraction of 0.7%. Compared to June 2025, industry grew 1.7%, after a variation of 0.2% in May. The annual performance was also worse than expected by the market (+3.0%). This Tuesday, the Copom meeting also begins to deliberate on the future of Brazil's basic interest rate, currently at 14.25% per year. The result will be released tomorrow (5), with investors expecting another cut of 0.25 percentage points. After the close of trading, Itaú Unibanco (ITUB4), Gerdau (GGBR4), C&A (CEAB3), Iguatemi (IGTI11), RD Saúde (RADL3) and Prio (PRIO3) will release their financial results for the second half of this year. In the United States, the focus is on the start of the batch of labor sector data. Shortly, the Department of Labor (DOL) will release the JOLTS, showing the number of job openings in June in the United States. Along with the payroll, scheduled for release on Friday (7), the report is one of the most important for the Federal Reserve (Fed) to calibrate its monetary policy decisions. On the radar, new developments in the conflict in the Middle East involving the US and Iran and the impacts on oil prices.
This text was translated by machine from Brazilian Portuguese.