At 10:20 am (Brasilia time) this Thursday (26), the Ibovespa It was operating at a sharp decline of 1.13%, at 183,326.84 points, but with an accumulated advance of 4.25% in the partial week. On the previous day (25), the main indicator of Brazilian Stock Exchange (B3) It rose 1.60%, to 185,424.28 points. Of greater weight in the composition of B3a Vale (VALE3) It fell 1.63%, while shares Petrobras (PETR3; PETR4) They rose 0.48% and 0.76%, respectively, driven by the appreciation of oil in the international market.
Inflation in the domestic spotlight
This morning in Brazil, investors are reacting to the announcement of… IPCA-15 for the IBGEThe indicator registered an increase of 0.44% in March, slowing down compared to February's 0.84%, but remaining above market expectations of 0.29%. Over the past 12 months, the IPCA-15 advanced 3.90%, below the 4.10% observed previously.
Central Bank warns of inflationary risks.
THE Central Bank (BC) also released Monetary Policy Report (MPR) of the first quarter, highlighting that the war in Middle East brings additional uncertainty for inflation and growth scenarios in the country. According to the authority, the Prolonged conflict between the United States, Israel, and Iran could compromise the flow of raw materials through the Strait of Hormuz., putting pressure on energy prices. The institution highlighted that the recent rise in energy commodities It is already impacting inflationary expectations.
The external environment remains cautious.
Abroad, the market remains attentive to uncertainties surrounding a possible ceasefire in the conflict in the Middle Eastwhich has already lasted about a month.
Conflicting statements between President Donald Trump and Iranian officials. This keeps investors cautious. While Trump He claims that Iran would be willing to reach an agreement.The Tehran government indicates that it is analyzing proposals, but without any intention of directly negotiating an end to hostilities. Still in the US USAthe Department of Labor (DOL) The country reported on Thursday that it registered 210,000 new unemployment claims in the week ending March 21. This figure was below market projections of 211,000 claims, but above the 205,000 claims registered the previous week.
This text was translated by machine from Brazilian Portuguese.