At 10:51 am (Brasilia time) this Wednesday (2), the Ibovespa It was operating with a significant increase of 2.03%, at 183,377.02 points, with an accumulated gain of 4.18% in the partial week. On the previous day (1st), the main indicator of Brazilian Stock Exchange (B3) It advanced 1.30%, to 179,722.48 points. Among the companies with the greatest weight in the composition of the B3, the Vale (VALE3) It recorded gains of 3.00%, while the shares of Petrobras (PETR3; PETR4) Brazilian stocks are trading down 0.53% and 0.21%, respectively. This morning, investors are primarily monitoring the political and electoral environment. In particular, they are reacting to the release of the new Quaest poll on the October presidential race. According to the survey, President Lula (PT) has 37% of the voting intentions in the first round, followed by Senator Flávio Bolsonaro (PL) with 30%. Quaest, in its first poll after the official start of the election campaigns, shows a scenario of stability compared to the previous round, released on August 14th. Market participants are also paying close attention to new developments involving Daniel Vorcaro, former controller of Banco Master, and Supreme Federal Court (STF) Justice Alexandre de Moraes. According to information released about messages related to the case, Vorcaro allegedly sought information from Moraes about the investigations that culminated in his arrest in November 2025, in addition to questioning whether he should leave the country and requesting support from the Federal Police and the Attorney General's Office (PGR). In one of the released messages, he allegedly asked: "Can't we reverse this with Paulo or Andrei?", referring to the Attorney General of the Republic, Paulo Gonet, and the Director-General of the Federal Police, Andrei Rodrigues. On the economic agenda, the Brazilian Institute of Geography and Statistics (IBGE) reported that industrial production Brazilian industrial production advanced 0.2% in July compared to June, interrupting two consecutive months of negative results. In the accumulated figures for 2026, the industry is projected to grow by 1.1%, while in the last 12 months, production advanced 0.6%. Abroad, investors are monitoring the appreciation of oil and its potential effects on inflation and the trajectory of interest rates in the United States, after Brent crude reached the US$95 per barrel region yesterday. Prices were boosted by the renewed escalation of tensions between USA and IranUS forces struck Iranian military targets near the Strait of Hormuz, while Tehran claimed to have attacked US assets in the region, in the most significant exchange of offensives in recent weeks. In the US, private sector job creation slowed in August, according to a report released by [source missing]. Automatic Data Processing (ADP)According to the survey, private companies created 38,000 jobs last month, a result below the 47,000 vacancies expected by the market and lower than the 46,000 created in July (revised figure of 44,000). Also on the radar this Wednesday are the industry profit figures and the release of the Federal Reserve's Beige Book.
This text was translated by machine from Brazilian Portuguese.