At 10:45 am (Brasília time) this Tuesday (28), the Ibovespa registered a moderate increase of 0.82%, to 176,775.39 points. The day before (27), the main indicator of Brazilian Stock Exchange (B3) It advanced 0.74%, to 175,334.46 points. Among the companies with the greatest weight in the composition of B3a Vale (VALE3) It was trading down 0.78%, while the shares of Petrobras (PETR3; PETR4) They recorded gains of 1.22% and 0.80%, respectively. This morning, investors are reacting to the release of… National Consumer Price Index 15 (IPCA-15) July. According to Brazilian Institute of Geography and Statistics (IBGE)The indicator rose 0.06% in the month, slowing down compared to the 0.41% recorded in June and falling below market expectations, which projected an increase of 0.19%. With this result, the IPCA-15 accumulates an advance of 3.51% in the year and 4.52% in 12 months, below the 4.80% observed in the period ending in June. Also, the Central Bank (BC) It was reported that Brazil recorded a current account deficit of US$2.33 billion in June. Over the past 12 months, the deficit represents 2.46% of the GDP. Gross Domestic Product (GDP)In the political arena, the president Luiz Inácio Lula da Silva He is fulfilling his agenda at the Alvorada Palace with the acting head of the Personal Cabinet, Oswaldo Malatesta, and with the Minister of the Civil House, Miriam Belchior. Abroad, investors continue to monitor developments in the Middle East crisis. On Monday (27), the President of the United States, Donald Trump, stated that his government maintains "good talks" with Iran and that there is a high chance of a diplomatic agreement. The prospect of reduced geopolitical tensions contributed to a further drop in international oil prices, a movement that improves risk appetite in global markets. On Wall Street, the focus remains on the earnings season of major technology companies. This week, Amazon, Apple, Meta Platforms and Microsoft will release their quarterly results, amid investor doubts about the pace of investments in artificial intelligence and its impact on company profitability. Another highlight of the week is the monetary policy meeting of Federal Reserve (Fed), whose decision will be announced on Wednesday (29). The prevailing expectation is that interest rates will remain unchanged, while the market looks for signs about the next steps in monetary policy. According to the tool FedWatch, from the CMEFutures contracts continue to price in a 0.25 percentage point increase at the September meeting. In the Brazilian corporate market, investors are also watching the release, after the close of trading, of Petrobras' Production and Sales Report for the second quarter of 2026.
This text was translated by machine from Brazilian Portuguese.