At 9:08 am (Brasilia time) this Wednesday (3), the commercial dollar The exchange rate showed a slight decrease of 0.19%, quoted at R$ 5.1470, with a partial weekly devaluation of 0.90%. On the previous day (2), the exchange rate fell 0.46%, quoted at R$ 5.1570. This morning, investors are mainly monitoring the political and electoral environment. A new Quaest poll on the October presidential race is scheduled to be released at 10:15 am. Part of the market is watching to see if the survey will reinforce the trend observed in recent polls, which indicated a tighter race between President Luiz Inácio Lula da Silva and Senator Flávio Bolsonaro. Agents are also paying attention to new developments involving Daniel Vorcaro, former controller of Banco Master, and Supreme Federal Court (STF) Justice Alexandre de Moraes. According to information released about messages related to the case, Vorcaro allegedly sought information from Moraes about the investigations that culminated in his arrest in November 2025, in addition to questioning whether he should leave the country and requesting support from the Federal Police and the Attorney General's Office (PGR). In one of the released messages, he allegedly asked: "Can't we reverse this with Paulo or Andrei?", referring to the Attorney General of the Republic, Paulo Gonet, and the Director-General of the Federal Police, Andrei Rodrigues. On the economic agenda, the Brazilian Institute of Geography and Statistics (IBGE) reported that industrial production Brazilian production advanced 0.2% in July compared to June, interrupting two consecutive months of negative results. In the accumulated figures for 2026, the industry is projected to grow by 1.1%, while in the last 12 months, production advanced 0.6%. Abroad, investors are monitoring the appreciation of oil and its potential effects on inflation and the trajectory of interest rates in the United States, after Brent crude reached the US$95 per barrel region yesterday. Prices were boosted by the renewed escalation of tensions between USA and IranUS forces struck Iranian military targets near the Strait of Hormuz, while Tehran claimed to have attacked US assets in the region, in the most significant exchange of offensives in recent weeks. Also on the radar for Wednesday are ADP's private employment data, manufacturing profit figures, and the release of the Federal Reserve's Beige Book.
This text was translated by machine from Brazilian Portuguese.