At 9:15 am (Brasília time) this Monday (27), the commercial dollar The exchange rate was operating in stability with an upward bias (+0.08%), quoted at R$ 5.0830. In the last trading session (24), the exchange rate fell 0.08%, quoted at R$ 5.0790, with a depreciation of 0.55% for the week. Meanwhile, DXY The index comparing the strength of the dollar against major global currencies showed a downward bias (-0.08%). This morning, investors are reacting to the truce announced between the United States and Iran after the interruption of attacks last weekend, increasing expectations for a diplomatic solution to the conflict in the Middle East and the normalization of trade flows through the Strait of Hormuz. With the reduction of geopolitical tensions, international oil prices were operating with a sharp decline. The Brent contract fell more than 6%, to around US$ 90 per barrel, while WTI registered a similar devaluation, trading near US$ 84 per barrel. On Wall Street, the focus remains on the corporate earnings season, especially from companies linked to the artificial intelligence sector, which continue to influence the performance of stock markets. In Brazil, investors are monitoring the political scenario, marked by the consolidation of candidacies for the Presidency of the Republic and the release of new electoral polls. A Datafolha survey, 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%. On Monday, a BTG/Nexus survey indicated Lula with 47%, while Flávio Bolsonaro fell to 43%. Also remaining on the radar is the progress of trade negotiations after the recent tariff package imposed by the United States. According to the Brazilian government, Lula and the President of China, Xi Jinping, 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 President of South Korea, Lee Jae Myung. On the radar, the week's attention 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.