THE dollar The commercial exchange rate ended this Thursday (30) with a moderate decrease of 0.90%, quoted at R$ 5.0600, with a partial devaluation of 0.37% for the week. At its lowest point of the day, the exchange rate fell to R$ 5.0600, while at its highest it rose to R$ 5.1040. In this trading session, the market reacted to a series of economic indicators released in the United States and Brazil, in addition to the corporate earnings season. In the US, the first estimate of Department of Commerce (DOC) showed that the Gross Domestic Product (GDP) It advanced at an annualized rate of 1.5% in the second quarter of 2026, below market expectations, which projected growth of 2.1%. Regarding inflation, the Consumer Personal Expenditures (PCE) Price Index, an indicator closely followed by Federal Reserve (Fed)Inflation fell 0.1% in June, after a revised increase of 0.5% in May, in line with projections. Over 12 months, inflation slowed from 4.1% to 3.7%. The core inflation rate… PCEwhich excludes food and energy, also progressed. 0.1% in the month, below market expectations, while the accumulated rate over 12 months was at 3.3%, as expected. As for the U.S. Department of Labor (DOL) It was reported that initial jobless claims totaled 197,000 in the week ending July 25, below the expected 201,000 applications. However, this result represents an increase of 9,000 claims compared to the previous week, whose figure was revised from 187,000 to 188,000. In the investors' assessment, the set of indicators reinforced the expectation that… Fed There is room to reduce the interest rate at the September meeting, after keeping rates in the range of 3.50% to 3.75% at this week's meeting. In Brazil, the market followed the release of domestic indicators and corporate results. Ambev reported a net profit of R$ 3.47 billion in the second quarter, a 24.5% increase year-on-year, while investors awaited the release of Vale's earnings report after the market closed. Among the economic indicators, the Getulio Vargas Foundation (FGV) reported that the IGP-M It fell 1.16% in July, after a 0.50% drop in June. The result was below market expectations, which projected a contraction of 1.09%.%. Already the Brazilian Institute of Geography and Statistics (IBGE) It reported that the unemployment rate fell to 5.4% in the moving quarter ending in June, compared to 6.1% in the previous quarter and 5.8% in the same period of 2025, indicating the continued resilience of the Brazilian labor market.

This text was translated by machine from Brazilian Portuguese.