At 10:24 am (Brasilia time) this Monday (27), the Ibovespa It was operating with a slight increase of 0.25%, at 174,470.84 points. On Friday (24), the main indicator of Brazilian Stock Exchange (B3) It closed with a sharp drop of 1.52%, at 174,041.95 points, but with an accumulated gain of 0.19% for the week. [The index] has the greatest weight in the composition of… B3Vale (VALE3) and the actions of Petrobras (PETR3; PETR4) They were operating with losses of 1.26%, 2.86%, and 2.87%, respectively. Ibovespa closed this Friday (24) with a sharp drop of 1.52%, to 174,041.95 points, but with an accumulated gain of 0.19% for the week. During the trading session, the main indicator of Brazilian Stock Exchange (B3) The index reached a high of 176,719.62 points; at its lowest point, the index hit 174,041.95 points. This morning, investors are reacting to… truce announced between the United States and Iran After the attacks were halted last weekend, expectations for a diplomatic solution to the conflict have risen. Middle East and by normalizing the flow of trade through Strait of HormuzWith the reduction of geopolitical tensions, the international oil prices Prices were falling sharply. Brent crude was down more than 6%, to around $90 a barrel, while WTI was experiencing a similar decline, trading near $84 a barrel. Wall StreetThe focus remains on the corporate earnings season, especially for companies linked to the artificial intelligence sector, which continue to influence the performance of stock markets. BrazilInvestors are closely monitoring the political landscape, marked by the consolidation of presidential candidacies and the release of new electoral polls. (Survey by…) Datafolha, published on Friday (24), showed President Luiz Inácio Lula da Silva with 48% of voting intentions in a possible second round against Senator Flávio Bolsonaro, who appears with 43%. This Monday, BTG/Nexus research Lula was indicated with 47%, while Flávio Bolsonaro dropped to 43%. The progress of trade negotiations following the recent [event/event] also remains on the radar. pricing package imposed by United StatesAccording to the Brazilian government, Lula and the Chinese President Xi Jinping, they defended, in a telephone conversation held on Sunday (26), the acceleration of negotiations for a trade agreement between Mercosur and China. Also on Monday, the Brazilian president receives the South Korean President Lee Jae MyungAmong the day's economic indicators, the Central Bank (BC) released today the new edition of Focus Bulletin with particular emphasis on Broad Consumer Price Index (IPCA) The 2026 forecast fell from 5.15% to 5.12%, while the 2027 forecast increased from 4.20% to 4.22%. Furthermore, the Consumer Confidence Index (CCI), calculated byBrazilian Institute of Economics of the Getulio Vargas Foundation (FGV Ibre)The index fell 0.4 points from June to July, to 88.3 points, its lowest level since March 2026 (88.1 points). On the radar, attention this week is focused on the meeting of… Federal Open Market Committee (FOMC)of Federal Reserve, whose decision on US interest rates will be announced on Wednesday (29). According to the tool FedWatchof CME Group66% of investors are betting on the rate remaining between 3.50% and 3.75%, while the remainder project an increase of 0.25 percentage points.

This text was translated by machine from Brazilian Portuguese.