At 9:11 am (Brasilia time) this Monday (16), the commercial dollar It recorded a sharp drop of 1.00%, quoted at R$ 5.2620. In the last trading session (13), the exchange rate rose 1.39%, to R$ 5.3150, with an accumulated gain of 1.47% for the week. The DXY The index that compares the strength of the dollar against major global currencies was down 0.50%. This morning, investors are operating cautiously amid the war in the US. Middle East involving the United States, Israel, and Iran, which enters its third week without clear signs of easing tensions. The main concern of the markets is related to… Strait of HormuzThe canal is a logistics corridor through which approximately 20% of the world's traded oil passes. The canal remains closed by Iranian forces, with passage authorized only for vessels from countries not directly involved in the conflict. Meanwhile, the President of the United States… Donald Trump[The text is unclear and likely refers to a separate issue or error.] It is attempting to form an international coalition to reopen the strait by force. However, allies such as Japan and Australia have indicated that they do not intend to send military ships to the region at this time. BrazilThe market is also monitoring the impact of rising oil prices on domestic inflation. Last week, the federal government announced a reduction in… PIS/Cofins regarding diesel, a measure that occurred in parallel with the readjustment promoted by Petrobras, which raised the price of fuel sold to distributors by R$ 0.38 per liter, to an average price of R$ 3.65 per liter. Among the economic indicators, the Central Bank (BC) reported that the Central Bank's Economic Activity Index (IBC-Br) The index — considered an indicator of Gross Domestic Product — advanced 0.80% in January compared to December. The monetary authority also released a new edition of the Focus Bulletinwhich pointed to an increase in projections for the Selic rate and the IPCA in 2026. In the corporate scenario, investors are awaiting the release of earnings reports from companies listed on the B3among them Minerva, BRF, Cemig, Taesa and NaturaThe week will also be marked by the call "Super Wednesday"when the Monetary Policy Committee (Copom) and the Federal Reserve (Fed) They will announce their monetary policy decisions on the 18th. The expectation is that… Copom Evaluate possible adjustments to the benchmark interest rate after maintaining the Selic rate at 15% at the beginning of the year. As for… Fed It should keep interest rates in the range of 3.50% to 3.75% per year.
This text was translated by machine from Brazilian Portuguese.