The dollar fell almost 1% and closed at R$ 5.10 this Wednesday.

THE dollar commercial The Brazilian real ended this Wednesday (2) with a moderate decrease of 0.97%, quoted at R$ 5.1070, with a partial devaluation of 1.68% for the week. At its lowest point of the day, the currency fell to R$ 5.0970; at its highest, it rose to R$ 5.1680. In this trading session, in the political scenario, a new Quaest poll showed a tighter race for the second round of the October elections. In the survey, President Luiz Inácio Lula da Silva (PT) appears with 42% of voting intentions, compared to 41% for Senator Flávio Bolsonaro (PL). The reduction in the difference between the candidates was interpreted by some agents as an increased possibility of a change of power, a movement that contributed to the appreciation of the real in this session. Investors also followed new developments related to Banco Master, after the release of messages involving former banker Daniel Vorcaro and Supreme Federal Court (STF) minister Alexandre de Moraes. The episode added volatility to the domestic political scenario. On the economic agenda, the Brazilian Institute of Geography and Statistics (IBGE) reported that industrial production Brazilian economic growth increased by 0.2% in July compared to June, interrupting two consecutive months of negative results. In the accumulated figures for 2026, the sector grew by 1.1%, while over 12 months it registered a 0.6% increase. Abroad, the market continued to monitor the strong appreciation of oil, amidst the intensification of confrontations between the United States and Iran. The latest attacks have raised concerns about the global supply of the commodity and its potential impact on inflation. On Wall Street, investors also reacted to the creation of 38,000 jobs in the US private sector in August, according to [source missing]. ADP National Employment ReportThe result fell short of the 44,000 jobs created in July and represented the weakest pace of job creation since January. The new edition of [the relevant document/program] also came into focus. Beige Book of the Federal Reserve (Fed)The report indicated modest economic growth since the beginning of July. Of the 12 districts monitored by the central bank, ten reported mild to moderate expansion, while two indicated stability. Inflationary pressures, however, remained present. Prices increased moderately in eight districts, with companies reporting high costs for energy, transportation, and raw materials, in addition to the effects of tariffs. At the same time, greater consumer resistance to price adjustments limited the full pass-through of these costs.

This text was translated by machine from Brazilian Portuguese.