At 9:15 am (Brasília time) this Thursday (30), the commercial dollar The exchange rate was operating in stability with a downward bias (-0.08%), quoted at R$ 5.1020, but with a partial accumulated weekly gain of 0.47%. On the previous day (29), the exchange rate fell 0.25%, quoted at R$ 5.1060. DXY The index that compares the strength of the dollar against major global currencies was down 0.13%. This morning, the market continues to react to the decision of… Federal Open Market Committee (FOMC)The Federal Reserve, which on Wednesday (29) maintained the basic interest rate in the United States in the range between 3.50% and 3.75% per year. The decision was approved by 9 votes to 3, with some officials advocating for a 0.25 percentage point increase. Attention also remains focused on the statements of the Fed chairman, Kevin Warsh, who avoided signaling the future trajectory of interest rates — a strategy known as forward guidanceIn a press conference, Warsh stated that the central bank "will not hesitate" to act if inflationary pressures persist, but did not detail what factors could lead to further rate hikes, which generated divergent interpretations among investors. Regarding economic indicators, the market is watching the release of [data/information] on Thursday. Gross Domestic Product (GDP) from the United States regarding the second quarter, with expected growth of 2.3%in addition to the data from PCE core, the Fed's preferred measure of inflation, and of weekly unemployment benefit claimsIn the energy market, oil prices were operating with a slight decline, reflecting the combination of negotiations involving Oman and Iran regarding the future of the Strait of Hormuz and the escalation of military tensions in the Middle East. According to information released by the United States, American forces carried out attacks against dozens of targets of the Islamic Revolutionary Guard Corps in Iran, in response to the launch of Iranian ballistic missiles against US military positions in the region. Among corporate earnings reports, Meta reported a net profit of US$15.85 billion in the second quarter of 2026, a 13.6% decrease compared to the same period of the previous year, reflecting increased investments in artificial intelligence. Microsoft, on the other hand, recorded a net profit of US$35.77 billion in the fourth fiscal quarter of 2026, a 31% increase year-over-year. In Brazil, the market is monitoring the political scenario and the release of corporate results. Ambev reported a net profit of R$ 3.47 billion in the second quarter, a 24.5% increase over the same period in 2025, while Vale's numbers are expected after the market closes. Among domestic indicators, the General Price Index – Market (IGP-M) It fell 1.16% in July, after a 0.50% drop in June, according to… Getulio Vargas Foundation (FGV). The result fell short of market expectations, which projected a contraction of 1.09%. Meanwhile, 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, reinforcing the resilience of the Brazilian labor market.
This text was translated by machine from Brazilian Portuguese.