At 9:30 am (Brasilia time) this Tuesday (4), the commercial dollar The exchange rate was operating in stability with an upward bias (+0.04%), quoted at R$ 5.0870. Yesterday (3), the exchange rate rose 0.32%, to R$ 5.0850. In this trading session, investors' attention is focused on new data from the US labor sector. Shortly, the US Department of Labor (DOL) will release the Jolts report, showing the number of job vacancies that were open in June. Here, the Brazilian Institute of Geography and Statistics (IBGE) Earlier it was announced that Brazil's industrial production had a negative monthly variation of 1.8% in June 2026, compared to a drop of 0.9% in May (revised data from -0.2%). The market expectation was for a contraction of 0.7%. Compared to June 2025, industry grew 1.7%, after a variation of 0.2% in May. The annual performance was also worse than expected by the market (+3.0%). In addition, the meeting of the Central Bank's Monetary Policy Committee begins to deliberate on the future of Brazil's basic interest rate, currently at 14.25% per year. The result will be released tomorrow (5), with investors expecting another cut of 0.25 percentage points. On the radar, new developments in the conflict in the Middle East involving the US and Iran and the impacts on oil prices.
This text was translated by machine from Brazilian Portuguese.