THE commercial dollar It closed this Friday (15) with a strong increase of 1.60%, quoted at R$ 5.0650, with a cumulative gain of 3.54% for the week. At its peak for the day, the exchange rate reached R$ 5.0800at the very least, it was R$ 5.0180In this trading session, the market remained pressured by increased aversion to political risk in Brazil, following new developments involving Senator Flávio Bolsonaro and banker Daniel Vorcaro. Investors believe the case could weaken the electoral competitiveness of Flávio Bolsonaro, who had been considered a strong contender in a potential presidential race against President Luiz Inácio Lula da Silva. The episode also increased political pressure on Banco Master and on the senator's advocacy for the creation of a Joint Parliamentary Commission of Inquiry (CPMI) to investigate the scandal involving the institution. The Federal Police are investigating whether funds linked to Vorcaro were used to cover expenses for Congressman Eduardo Bolsonaro in the United States. According to the investigations, the film mentioned in the negotiations could have been used as a formal justification for the transfer of funds. On the domestic economic agenda, the Brazilian Institute of Geography and Statistics (IBGE) It was reported that the volume of services in Brazil fell 1.2% in March compared to the previous month. Despite the drop, the sector is still operating 18.2% above the pre-pandemic level, recorded in February 2020, although it remains 1.7% below the historical peak reached in October 2025. Internationally, investors followed the conclusion of President Donald Trump's official visit to China without major trade announcements and without concrete progress in resolving the conflict in the Middle East. The lack of progress keeps the Strait of Hormuz blocked, sustaining concerns about the global oil supply. According to the White House, Trump and Chinese President Xi Jinping agreed that the Strait of Hormuz needs to be reopened and discussed the possibility of China increasing purchases of US oil to reduce its dependence on the Middle East. Even so, the market considers that sensitive issues between Washington and Beijing remain unresolved, including the sale of US weapons to Taiwan. In the US, the Federal Reserve (Fed) It was reported that the country's industrial production advanced 0.7% in April, while the capacity utilization rate reached 76.1%. Both indicators came in above market expectations. According to an analysis by DA EconomicsDespite improvements in industrial activity, the level of capacity utilization remains 3.3 percentage points below the long-term historical average, indicating the absence of significant bottlenecks in the U.S. economy.
This text was translated by machine from Brazilian Portuguese.