At 9:04 am (Brasília time) this Tuesday (13), the commercial dollar It registered a slight decrease of 0.12%, quoted at R$ 5.1220. On the previous day (13), the exchange rate fell 0.45%, quoted at R$ 5.1290. The DXY The IBGE – an index that compares the strength of the dollar against major global currencies – was down 0.22%. This morning, investors are focusing their attention on the international scenario, marked by increased tensions in the Middle East, the release of the US Consumer Price Index (CPI) for June, and a series of speeches by Federal Reserve (Fed) officials, notably the testimony of the institution's chairman, Kevin Warsh, before the House of Representatives, scheduled for 11:00 AM. In the energy market, oil prices continue to rise sharply after US President Donald Trump announced plans to impose tariffs on shipping in the Strait of Hormuz and reinstate the blockade of Iranian ports, raising concerns about global supply. Brent crude is already above US$85 per barrel, while WTI is approaching US$80. Regarding US inflation, the market consensus projects a 0.1% drop in the June CPI, reversing the 0.5% increase observed in May. For the core inflation indicator, which excludes food and energy, the expectation is for a 0.2% increase in the month. Year-on-year, headline inflation is expected to slow to 3.8%, compared to 4.2% in May, while core inflation is expected to be 2.9%. On Wall Street, the focus will also be on the release of quarterly earnings reports from major US banks, including JPMorgan Chase, Goldman Sachs, Wells Fargo, and Citigroup. In the domestic market, with no relevant economic indicators scheduled for the day, investors are monitoring the political scenario. A Futura Inteligência/Apex poll released this Tuesday shows a technical tie in a possible second round of the presidential election between President Luiz Inácio Lula da Silva, with 46.3% of voting intentions, and Senator Flávio Bolsonaro, with 46.1%. Also remaining on the radar is the vote on Provisional Measure No. 1,343, known as the Freight MP, which may take place in the Senate this Tuesday. The government reported that it had reached an agreement for specific adjustments to the text, allowing the proposal to be voted on without needing to return to the Chamber of Deputies. The measure expires next Thursday (16). The process is taking place under pressure from truck drivers, who started a strike at distribution points, especially at the Port of Santos (SP), to pressure for the approval of the proposal. Finally, the market remains attentive to negotiations between Brazil and the United States regarding the possible imposition of additional tariffs of 25% on Brazilian products. The decision of the US administration is expected this Wednesday (15).

This text was translated by machine from Brazilian Portuguese.