At 9:04 am (Brasilia time) this Friday (10), the commercial dollar registered a slight decrease of 0.10%, quoted at R$ 5.1170, with an accumulated loss of 0.95% in the partial week. Yesterday (8), the exchange rate closed the day down 0.49%, quoted at R$ 5.1220. The DXY – an index that compares the strength of the dollar against the main global currencies – showed a downward bias (-0.06%). This morning, market attention was focused on the release of National Consumer Price Index (IPCA)The indicator advanced 0.16% in June, slowing down compared to the 0.58% increase recorded in May and falling below market expectations of 0.31%. With this result, accumulated inflation in 2026 reached 3.36%, while the 12-month index slowed to 4.64%, compared to 4.72% recorded in the immediately preceding period. This reading reinforces investors' expectations regarding the next steps in monetary policy and the trajectory of the Selic rate. Domestically, President Luiz Inácio Lula da Silva has called a ministerial meeting for this Friday at 10 am at the Palácio do Planalto to discuss the government's strategy for critical and strategic minerals. The meeting takes place amidst disagreements within the economic team and other areas of the government regarding the degree of state intervention in the sector and policies to increase the value added to national production. Abroad, investors continue to monitor the escalating tensions between the United States and Iran. The escalation of the conflict has once again boosted international oil prices, which have approached the US$80 per barrel mark. Maritime tracking data showed that liquefied natural gas tankers continue to cross the Strait of Hormuz, although the daily flow of vessels has decreased due to security concerns in the region. Shipping companies and governments continue to monitor developments following recent Iranian attacks on commercial vessels and retaliatory US military actions. On Wall Street, the market is also watching the debut of South Korean semiconductor manufacturer SK Hynix on the Nasdaq. According to Bloomberg, the company's American Depositary Receipts (ADRs) are being priced at US$149 per share, reflecting strong investor interest in companies linked to the advancement of artificial intelligence and global demand for chips.
This text was translated by machine from Brazilian Portuguese.