At 9:10 am (Brasilia time) this Monday (6), the commercial dollar showed a slight increase of 0.10%, quoted at R$ 5.1710. On Friday (3), the exchange rate fell 0.79%, to R$ 5.1660, closing the week at zero. The DXY – an index that compares the strength of the dollar with the main global currencies – rose 0.23%. This morning, investors are monitoring the start of public hearings promoted by the Office of the United States Trade Representative (USTR), a stage considered decisive in the American trade investigation that proposes an additional 25% tariff on Brazilian products. The expectation is that several companies, associations, governments and other interested parties will present their arguments before the final decision of the US government, which should come out by the 15th. President Lula's government is betting on a new meeting with the trade representative, Jamieson Greer, before this deadline. In the economic indicators agenda, the Central Bank released a new edition of the Focus Bulletin, with financial market projections collected up to last Friday (3). The median of the estimates for the Broad Consumer Price Index (IPCA) for 2026 fell from 5.33% to 5.30%, while that for 2027 was raised from 4.17% to 4.18%. The projection for Gross Domestic Product (GDP) growth in 2026 was maintained at 1.99%, as was the estimate for the Selic rate, which remained at 14.00% per year. For the rest of the week, the highlights are the minutes of the last interest rate meeting of the Federal Open Market Committee (FOMC) of the Federal Reserve (Fed), scheduled to be released on Wednesday (8), and Brazil's June IPCA, scheduled for Friday (10).

This text was translated by machine from Brazilian Portuguese.